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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
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$18.3M -$24.1M -178,116 -58%
QIM
152
Quest Investment Management
Oregon
$17.9M +$12.6M +93,115 +283%
CC
153
Cowbird Capital
New York
$17.7M -$3.3M -24,335 -16%
KBC Group
154
KBC Group
Belgium
$17.4M +$11.2M +82,615 +207%
KLWA
155
Kelly Lawrence W & Associates
California
$17.4M -$74.5K -550 -0.4%
BFO
156
Boston Family Office
Massachusetts
$17.3M +$187K +1,382 +1%
TBA
157
Tower Bridge Advisors
Pennsylvania
$17.3M +$26.7K +197 +0.2%
ESCM
158
Echo Street Capital Management
New York
$17.3M +$16.5M +121,883 New
CC
159
Criteria Caixa
Spain
$17.2M +$10.1M +74,600 +160%
Toronto Dominion Bank
160
Toronto Dominion Bank
Ontario, Canada
$17.1M -$2.06M -15,220 -11%
PAMP
161
Polar Asset Management Partners
Ontario, Canada
$16.6M +$7.73M +57,049 +95%
HCMNY
162
Howard Capital Management (New York)
New York
$16M +$169K +1,250 +1%
M&T Bank
163
M&T Bank
New York
$16M +$2.3M +16,962 +18%
DnB Asset Management
164
DnB Asset Management
Norway
$15.9M +$739K +5,450 +5%
CCM
165
Corsair Capital Management
New York
$15.7M -$250K -1,843 -2%
Citigroup
166
Citigroup
New York
$15.6M -$10.8M -79,471 -42%
EVM
167
Eaton Vance Management
Massachusetts
$15.6M +$710K +5,243 +5%
OCM
168
Oribel Capital Management
New York
$15.5M +$10.2M +75,200 +221%
APG Asset Management
169
APG Asset Management
Netherlands
$15M +$2.39M +17,673 +18%
Barclays
170
Barclays
United Kingdom
$14.7M -$13.3M -98,303 -49%
Baird Financial Group
171
Baird Financial Group
Wisconsin
$14.6M +$527K +3,886 +4%
NC
172
Nicholas Company
Wisconsin
$14.5M +$8.13K +60 +0.1%
UBS Group
173
UBS Group
Switzerland
$14.2M +$3.07M +22,670 +29%
VOYA Investment Management
174
VOYA Investment Management
Georgia
$14.1M +$414K +3,055 +3%
Asset Management One
175
Asset Management One
Japan
$14M +$1.64M +12,129 +14%

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.