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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.92B +$113M +832,837 +4%
BlackRock
2
BlackRock
New York
$1.96B +$2.56M +18,897 +0.1%
State Street
3
State Street
Massachusetts
$1.15B +$22.5M +166,326 +2%
LP
4
Longview Partners
Guernsey
$1.03B +$53.5M +395,053 +6%
AllianceBernstein
5
AllianceBernstein
Tennessee
$803M +$104M +765,873 +16%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$613M +$39.5M +291,419 +7%
JSP
7
Jackson Square Partners
California
$557M -$159M -1,175,475 -23%
FCM
8
Farallon Capital Management
California
$539M +$7.63M +56,334 +2%
TGHSA
9
TPG Group Holdings (SBS) Advisors
Texas
$414M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$401M +$6.55M +48,324 +2%
SCM
11
Steadfast Capital Management
New York
$391M -$13M -95,667 -3%
Lazard Asset Management
12
Lazard Asset Management
New York
$379M -$24.2M -178,552 -6%
Morgan Stanley
13
Morgan Stanley
New York
$364M +$24M +177,392 +7%
Canada Pension Plan Investment Board
14
Canada Pension Plan Investment Board
Ontario, Canada
$336M -$57.5M -424,600 -15%
N
15
Nuveen
North Carolina
$312M -$44.2M -325,957 -13%
Invesco
16
Invesco
Georgia
$297M +$8.93M +65,879 +3%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$297M -$51.3M -378,828 -15%
Northern Trust
18
Northern Trust
Illinois
$275M -$3.19M -23,571 -1%
TP
19
Third Point
New York
$270M +$8.81M +65,000 +4%
Capital Research Global Investors
20
Capital Research Global Investors
California
$260M -$11.7M -85,992 -4%
Bessemer Group
21
Bessemer Group
New Jersey
$250M +$51.4M +379,176 +27%
Norges Bank
22
Norges Bank
Norway
$249M +$14M +103,097 +6%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$241M -$17.1M -125,827 -7%
American Century Companies
24
American Century Companies
Missouri
$241M +$73.4M +542,004 +47%
Winslow Capital Management
25
Winslow Capital Management
Minnesota
$237M +$226M +1,671,055 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.