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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
AIG
201
American International Group
New York
$10.2M -$116K -853 -1%
DFO
202
Duquesne Family Office
New York
$10.2M -$31.3M -231,145 -76%
BS
203
Banco Santander
Spain
$9.97M -$11.2M -82,738 -54%
Treasurer of the State of North Carolina
204
Treasurer of the State of North Carolina
North Carolina
$9.91M -$427K -3,150 -4%
SCM
205
Sirios Capital Management
Massachusetts
$9.74M -$935K -6,900 -9%
SAM
206
Storebrand Asset Management
Norway
$9.37M -$7.67M -56,613 -46%
Royal London Asset Management
207
Royal London Asset Management
United Kingdom
$9.17M -$248K -1,832 -3%
WT
208
Whittier Trust
California
$9.12M +$1.29M +9,525 +17%
Los Angeles Capital Management
209
Los Angeles Capital Management
California
$8.94M +$353K +2,607 +4%
MAM
210
Mastrapasqua Asset Management
Tennessee
$8.85M +$6.1K +45 +0.1%
IP
211
Isthmus Partners
Wisconsin
$8.78M -$15K -111 -0.2%
Primecap Management
212
Primecap Management
California
$8.54M +$3.37M +24,846 +70%
FAF
213
Fjarde Ap-fonden
Sweden
$8.49M +$1.94M +14,281 +31%
MC
214
Middleton & Co
Massachusetts
$8.31M +$2.3K +17 +0%
JAM
215
Jupiter Asset Management
United Kingdom
$8.24M -$2.3M -16,982 -23%
VFA
216
Voya Financial Advisors
Connecticut
$8.03M +$510K +3,763 +7%
PP
217
PDT Partners
New York
$7.8M -$1.76M -12,993 -19%
WBC
218
Westpac Banking Corp
Australia
$7.5M -$322K -2,377 -4%
SG Americas Securities
219
SG Americas Securities
New York
$7.42M +$2.12M +15,656 +43%
PL
220
Perpetual Ltd
Australia
$7.31M +$520K +3,840 +8%
Federated Hermes
221
Federated Hermes
Pennsylvania
$7.26M +$1.8M +13,280 +35%
CSS
222
Cubist Systematic Strategies
Connecticut
$7.21M +$3.62M +26,750 +111%
SSWM
223
Sheets Smith Wealth Management
North Carolina
$7.2M
KCP
224
KDI Capital Partners
North Carolina
$7.18M -$6.72M -49,587 -49%
MML Investors Services
225
MML Investors Services
Massachusetts
$7.13M +$157K +1,160 +2%

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.