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660 hedge funds and large institutions have $18.6B invested in IQVIA in 2020 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 250 increasing their positions, 249 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $74.1M | Put options by funds: $66.7M

0.62% more ownership

Funds ownership: 88.82%89.44% (+0.62%)

0% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 249

4% less funds holding

Funds holding: 687660 (-27)

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

18% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 101

30% less capital invested

Capital invested by funds: $26.6B → $18.6B (-$8.03B)

Holders
660
Holders Change
-27
Holders Change %
-3.93%
% of All Funds
14.54%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.48%
New
83
Increased
250
Reduced
249
Closed
101
Calls
$74.1M
Puts
$66.7M
Net Calls
+$7.43M
Net Calls Change
-$222M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
101
Principal Financial Group
Iowa
$28.2M +$313K +2,193 +0.8%
Aviva
102
Aviva
United Kingdom
$28.2M +$27.9M +195,309 +295%
RJFSA
103
Raymond James Financial Services Advisors
Florida
$27.7M +$1.55M +10,867 +4%
GTP
104
Global Thematic Partners
New York
$27.2M +$36M +252,091 New
SOMRS
105
State of Michigan Retirement System
Michigan
$26.9M -$329K -2,300 -0.9%
AI
106
Axiom Investors
Connecticut
$26.2M -$3.14M -22,004 -8%
Retirement Systems of Alabama
107
Retirement Systems of Alabama
Alabama
$26.1M +$2.71K +19 +0%
NSLI
108
Nan Shan Life Insurance
Taiwan
$26.1M -$14.3K -100 -0%
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$25.9M +$939K +6,569 +3%
VNIM
110
Vaughan Nelson Investment Management
Texas
$25.5M -$1.87M -13,070 -5%
RCP
111
RIT Capital Partners
United Kingdom
$25.4M +$33.7M +235,650 New
National Pension Service
112
National Pension Service
South Korea
$25.4M +$255K +1,786 +0.8%
TAM
113
Todd Asset Management
Kentucky
$23.9M -$4.13M -28,913 -12%
LWCFA
114
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23.2M +$30.4M +212,721 +8,886%
CLOS
115
Compagnie Lombard Odier SCmA
Switzerland
$22.7M +$12.6M +88,377 +72%
Adage Capital Partners
116
Adage Capital Partners
Massachusetts
$22.3M -$514K -3,600 -2%
PAM
117
Panagora Asset Management
Massachusetts
$22.2M +$28.9M +202,263 +5,224%
MSL
118
Mackay Shields LLC
New York
$22.1M +$13.1M +91,479 +81%
Barclays
119
Barclays
United Kingdom
$21.8M -$16.5M -115,208 -36%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$21.5M
Robeco Institutional Asset Management
121
Robeco Institutional Asset Management
Netherlands
$21.1M +$293K +2,051 +1%
New York State Teachers Retirement System (NYSTRS)
122
New York State Teachers Retirement System (NYSTRS)
New York
$21M -$757K -5,300 -3%
SIC
123
Schwartz Investment Counsel
Michigan
$20.8M +$2.14M +15,000 +8%
BFS
124
Bradley Foster & Sargent
Connecticut
$20.7M +$14.4M +100,724 +111%
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.7M +$3.63M +25,398 +15%

IQV Hedge Fund Activity: Q1 2020 in Review

660 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2020, worth a combined $18.6B — down 30% from $26.6B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of IQV and 83 opened new positions — a net loss of 18 holders — while 249 trimmed existing stakes and 250 added.

The largest buyer was Longview Partners, opening a new position worth an estimated $984M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $476M sold.

  • 660 institutional investors held IQVIA (IQV) as of Q1 2020, down from 687 in Q4 2019.
  • Funds reported $18.6B of IQVIA stock for Q1 2020, down 30% quarter-over-quarter.
  • 83 funds opened new IQVIA positions in Q1 2020 and 101 closed out, a net change of -18 holders.
  • The largest IQVIA buyer in Q1 2020 was Longview Partners, an estimated $984M added.
  • The largest IQVIA seller in Q1 2020 was Lone Pine Capital, an estimated $476M sold.

Based on aggregated 13F filings for Q1 2020.