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679 hedge funds and large institutions have $24.2B invested in IQVIA in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 251 increasing their positions, 252 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 72

30% more capital invested

Capital invested by funds: $18.6B → $24.2B (+$5.61B)

18% more funds holding in top 10

Funds holding in top 10: 2226 (+4)

3% more funds holding

Funds holding: 660679 (+19)

0.02% more ownership

Funds ownership: 89.44%89.46% (+0.02%)

0% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 252

44% less call options, than puts

Call options by funds: $47.4M | Put options by funds: $85M

Holders
679
Holders Change
+19
Holders Change %
+2.88%
% of All Funds
13.92%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.53%
New
95
Increased
251
Reduced
252
Closed
72
Calls
$47.4M
Puts
$85M
Net Calls
-$37.5M
Net Calls Change
-$44.9M
Name Holding Trade Value Shares
Change
Change in
Stake
National Pension Service
101
National Pension Service
South Korea
$37.5M +$3.98M +29,342 +12%
Fidelity International
102
Fidelity International
Bermuda
$37.5M +$16.8M +123,910 +88%
WT
103
Washington Trust
Rhode Island
$37.1M -$61.8K -456 -0.2%
AI
104
Axiom Investors
Connecticut
$34.7M +$147K +1,084 +0.4%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$34.1M +$1.63K +12 +0%
Retirement Systems of Alabama
106
Retirement Systems of Alabama
Alabama
$33.8M -$460K -3,393 -1%
SO
107
STRS Ohio
Ohio
$33.7M -$20.3M -149,462 -39%
CLOS
108
Compagnie Lombard Odier SCmA
Switzerland
$33.6M +$3.57M +26,310 +13%
RCP
109
RIT Capital Partners
United Kingdom
$33.4M
Allianz Asset Management
110
Allianz Asset Management
Germany
$31.6M -$11.2M -82,900 -27%
YCMGA
111
York Capital Management Global Advisors
New York
$31.6M +$16M +118,187 +113%
LWCFA
112
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31.1M +$539K +3,976 +2%
SOMRS
113
State of Michigan Retirement System
Michigan
$30.1M -$5.14M -37,896 -15%
VNIM
114
Vaughan Nelson Investment Management
Texas
$29.3M -$4M -29,486 -12%
TAM
115
Todd Asset Management
Kentucky
$29.1M -$2.2M -16,230 -7%
Adage Capital Partners
116
Adage Capital Partners
Massachusetts
$28.9M -$434K -3,200 -2%
MSL
117
Mackay Shields LLC
New York
$28.6M -$390K -2,880 -1%
PAM
118
Panagora Asset Management
Massachusetts
$28.4M -$813K -6,003 -3%
New York State Teachers Retirement System (NYSTRS)
119
New York State Teachers Retirement System (NYSTRS)
New York
$27.6M -$24K -177 -0.1%
SIC
120
Schwartz Investment Counsel
Michigan
$27.1M -$203K -1,500 -0.8%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.3M -$48.1K -355 -0.2%
Truist Financial
122
Truist Financial
North Carolina
$26.2M +$103K +762 +0.4%
MCM
123
Maryland Capital Management
Maryland
$25.8M +$1.16M +8,584 +5%
SEI Investments
124
SEI Investments
Pennsylvania
$25.7M +$13.6M +100,552 +126%
Robeco Institutional Asset Management
125
Robeco Institutional Asset Management
Netherlands
$24.9M -$2.75M -20,285 -10%

IQV Hedge Fund Activity: Q2 2020 in Review

679 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2020, worth a combined $24.2B — up 30% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new IQV positions and 72 closed out — a net gain of 23 holders — while 251 added to existing stakes and 252 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $226M. The largest seller was Jackson Square Partners, cutting an estimated $159M.

  • 679 institutional investors held IQVIA (IQV) as of Q2 2020, up from 660 in Q1 2020.
  • Funds reported $24.2B of IQVIA stock for Q2 2020, up 30% quarter-over-quarter.
  • 95 funds opened new IQVIA positions in Q2 2020 and 72 closed out, a net change of +23 holders.
  • The largest IQVIA buyer in Q2 2020 was Winslow Capital Management, an estimated $226M added.
  • The largest IQVIA seller in Q2 2020 was Jackson Square Partners, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2020.