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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
O
126
OrbiMed
New York
$24.8M
First Manhattan
127
First Manhattan
New York
$24.6M +$21.2M +156,369 +919%
PFM
128
Premier Fund Managers
United Kingdom
$24.1M +$23M +170,000 New
ABTD
129
Arvest Bank Trust Division
Oklahoma
$23.9M -$2.01M -14,850 -8%
LOAMS
130
Lombard Odier Asset Management (Switzerland)
Switzerland
$23.8M +$10M +74,008 +79%
VanEck Associates
131
VanEck Associates
New York
$23.5M +$7.07M +52,143 +46%
MSV
132
MN Services Vermogensbeheer
Netherlands
$23.3M +$2.64M +19,500 +13%
CI
133
Cooper Investors
Australia
$22.6M -$82.7K -610 -0.4%
TRSOTSOK
134
Teachers Retirement System of the State of Kentucky
Kentucky
$22.2M -$2.17M -16,000 -9%
Chevy Chase Trust
135
Chevy Chase Trust
Maryland
$22.2M -$1.85M -13,623 -8%
FFA
136
First Foundation Advisors
California
$22.1M +$111K +818 +0.5%
Man Group
137
Man Group
United Kingdom
$22.1M -$69.3M -511,747 -77%
Mitsubishi UFJ Trust & Banking
138
Mitsubishi UFJ Trust & Banking
Japan
$21.8M +$1.88M +13,884 +10%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$21.5M
Canada Life
140
Canada Life
Manitoba, Canada
$21.5M +$2.2M +16,220 +12%
WorldQuant Millennium Advisors
141
WorldQuant Millennium Advisors
New York
$21.4M +$6.3M +46,492 +45%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$21.3M +$1.44M +10,619 +8%
KA
143
Kerrisdale Advisers
Florida
$20.1M +$5.96M +44,005 +45%
TAM
144
Trillium Asset Management
Massachusetts
$19.9M +$100K +741 +0.5%
Stifel Financial
145
Stifel Financial
Missouri
$19.6M +$11.5M +85,112 +159%
ITP
146
Iron Triangle Partners
Connecticut
$19.5M +$18.6M +137,577 New
PTC
147
Philadelphia Trust Company
Pennsylvania
$19.5M -$885K -6,534 -5%
State of New Jersey Common Pension Fund D
148
State of New Jersey Common Pension Fund D
New Jersey
$18.9M +$1.17M +8,621 +7%
Mirae Asset Global Investments
149
Mirae Asset Global Investments
South Korea
$18.4M -$3.34M -24,672 -16%
PCM
150
Parsifal Capital Management
Connecticut
$18.3M +$17.5M +129,000 New

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.