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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
Squarepoint
201
Squarepoint
New York
$7.04M -$3.36M -23,507 -26%
ASRS
202
Arizona State Retirement System
Arizona
$6.97M -$1.15M -8,066 -11%
EB
203
Eastern Bank
Massachusetts
$6.84M +$9.07M +63,458 New
MAM
204
Mastrapasqua Asset Management
Tennessee
$6.72M +$196K +1,370 +2%
IP
205
Isthmus Partners
Wisconsin
$6.68M -$95.2K -666 -1%
Los Angeles Capital Management
206
Los Angeles Capital Management
California
$6.52M +$30.7K +215 +0.4%
Voloridge Investment Management
207
Voloridge Investment Management
Florida
$6.49M -$1.48M -10,365 -15%
PAMP
208
Polar Asset Management Partners
Ontario, Canada
$6.47M -$20.5M -143,800 -71%
MC
209
Middleton & Co
Massachusetts
$6.31M +$297K +2,079 +4%
VFA
210
Voya Financial Advisors
Connecticut
$6.17M +$480K +3,359 +7%
WBC
211
Westpac Banking Corp
Australia
$5.96M -$843K -5,900 -10%
WT
212
Whittier Trust
California
$5.9M +$54K +378 +0.7%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$5.74M +$1.37M +9,616 +22%
Stifel Financial
214
Stifel Financial
Missouri
$5.72M -$625K -4,371 -8%
TD Asset Management
215
TD Asset Management
Ontario, Canada
$5.7M +$72.6K +508 +1%
GIM
216
Goelzer Investment Management
Indiana
$5.62M -$26.9K -188 -0.4%
BNP Paribas Asset Management
217
BNP Paribas Asset Management
France
$5.58M +$518K +3,623 +8%
WB
218
WesBanco Bank
West Virginia
$5.55M
SSWM
219
Sheets Smith Wealth Management
North Carolina
$5.47M -$308K -2,156 -4%
GC
220
Guggenheim Capital
Illinois
$5.46M +$4.93M +34,498 +214%
EAM
221
EULAV Asset Management
Florida
$5.34M +$1.43M +10,042 +25%
MA
222
Montag & Associates
Georgia
$5.31M -$123K -858 -2%
MML Investors Services
223
MML Investors Services
Massachusetts
$5.29M +$913K +6,393 +15%
PL
224
Perpetual Ltd
Australia
$5.14M +$6.81M +47,670 New
LCM
225
Logan Capital Management
Pennsylvania
$5.14M +$452K +3,162 +7%

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.