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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
Citigroup
126
Citigroup
New York
$20.4M -$12.3M -86,295 -31%
Truist Financial
127
Truist Financial
North Carolina
$19.8M -$669K -4,682 -2%
ABTD
128
Arvest Bank Trust Division
Oklahoma
$19.8M -$3.18M -22,237 -11%
O
129
OrbiMed
New York
$18.9M
MCM
130
Maryland Capital Management
Maryland
$18.7M +$1.09M +7,647 +5%
TRSOTSOK
131
Teachers Retirement System of the State of Kentucky
Kentucky
$18.6M -$1.96M -13,700 -7%
Chevy Chase Trust
132
Chevy Chase Trust
Maryland
$18.3M -$244K -1,706 -1%
CI
133
Cooper Investors
Australia
$17.3M +$649K +4,542 +3%
PHS
134
PFM Health Sciences
California
$17M -$26.6M -186,366 -54%
FFA
135
First Foundation Advisors
California
$16.7M +$1.1M +7,698 +5%
Mirae Asset Global Investments
136
Mirae Asset Global Investments
South Korea
$16.7M +$2.41M +16,862 +12%
BS
137
Banco Santander
Spain
$16.5M +$3.66M +25,621 +20%
CC
138
Cowbird Capital
New York
$16.1M +$8.12M +56,843 +62%
EAM
139
Erste Asset Management
Austria
$15.7M +$17.1M +119,639 +477%
MSV
140
MN Services Vermogensbeheer
Netherlands
$15.6M -$1.33M -9,300 -6%
PTC
141
Philadelphia Trust Company
Pennsylvania
$15.5M +$2.49M +17,462 +14%
Twin Tree Management
142
Twin Tree Management
Texas
$15.3M +$14.1M +98,470 +226%
Fidelity International
143
Fidelity International
Bermuda
$15.1M +$6.27M +43,884 +46%
Mitsubishi UFJ Trust & Banking
144
Mitsubishi UFJ Trust & Banking
Japan
$15.1M +$1.55M +10,880 +8%
TAM
145
Trillium Asset Management
Massachusetts
$15.1M +$1.61M +11,292 +9%
KCM
146
Kensico Capital Management
Connecticut
$14.8M +$19.6M +137,000 New
Canada Life
147
Canada Life
Manitoba, Canada
$14.7M -$1.12M -7,809 -5%
Toronto Dominion Bank
148
Toronto Dominion Bank
Ontario, Canada
$14.7M -$4.22M -29,569 -18%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$14.3M -$13.6M -95,232 -41%
SCP
150
Steamboat Capital Partners
New York
$13.9M +$18.4M +128,620 New

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.