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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
VOYA Investment Management
176
VOYA Investment Management
Georgia
$10.4M -$84.7K -593 -0.6%
Thrivent Financial for Lutherans
177
Thrivent Financial for Lutherans
Minnesota
$10.3M +$12.5M +87,607 +1,065%
M&T Bank
178
M&T Bank
New York
$10.3M +$4.36M +30,498 +47%
LOAMS
179
Lombard Odier Asset Management (Switzerland)
Switzerland
$10.1M +$7.57M +53,000 +130%
FPCM
180
Financial Partners Capital Management
New York
$10M +$13.3M +92,768 New
PAMU
181
Pictet Asset Management (UK)
United Kingdom
$9.98M +$196K +1,371 +2%
MIG
182
McGuire Investment Group
Rhode Island
$9.81M -$40.7K -285 -0.3%
Asset Management One
183
Asset Management One
Japan
$9.36M -$278K -1,943 -2%
TCM
184
Tekla Capital Management
Massachusetts
$8.87M +$6.64M +46,451 +130%
SEI Investments
185
SEI Investments
Pennsylvania
$8.67M -$1.62M -11,333 -12%
CIBC Asset Management
186
CIBC Asset Management
Ontario, Canada
$8.61M +$8.74M +61,185 +328%
SOADOR
187
State of Alaska Department of Revenue
Alaska
$8.43M +$792K +5,543 +8%
BIM
188
Bridges Investment Management
Nebraska
$8.38M -$2.4M -16,814 -18%
UBS Group
189
UBS Group
Switzerland
$8.31M -$1.59M -11,109 -13%
SCM
190
Sirios Capital Management
Massachusetts
$8.15M +$4.8M +33,622 +80%
JAM
191
Jupiter Asset Management
United Kingdom
$8.09M +$10.7M +75,055 New
Aberdeen Group
192
Aberdeen Group
United Kingdom
$8.09M +$45.1K +316 +0.4%
SW
193
SVB Wealth
Massachusetts
$7.99M -$1.03M -7,177 -9%
AIG
194
American International Group
New York
$7.87M -$6.29K -44 -0.1%
Treasurer of the State of North Carolina
195
Treasurer of the State of North Carolina
North Carolina
$7.87M +$4.33M +30,330 +71%
Ohio Public Employees Retirement System (OPERS)
196
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.86M +$1.72M +12,059 +20%
Royal London Asset Management
197
Royal London Asset Management
United Kingdom
$7.74M -$42.1K -295 -0.4%
BSA
198
Braun Stacey Associates
New York
$7.48M -$1.51M -10,562 -13%
Arrowstreet Capital
199
Arrowstreet Capital
Massachusetts
$7.42M +$8.88M +62,162 +942%
PP
200
PDT Partners
New York
$7.33M +$714 +5 +0%

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.