Medicines Co
MDCO
MDCO was delisted on the 3rd of January, 2020.
228 hedge funds and large institutions have $3.76B invested in Medicines Co in 2019 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 91 increasing their positions, 57 reducing their positions, and 25 closing their positions.
108% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 25
60% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 57
34% more capital invested
Capital invested by funds: $2.8B → $3.76B (+$958M)
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
12% more funds holding
Funds holding: 203 → 228 (+25)
30% less call options, than puts
Call options by funds: $224M | Put options by funds: $320M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$46.7M |
| 2 |
SPC
Slate Path Capital
New York
|
+$44.9M |
| 3 |
VC
Vivo Capital
Palo Alto,
California
|
+$21.8M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$21.8M |
| 5 |
SCM
Sarissa Capital Management
Greenwich,
Connecticut
|
+$18.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AH
Aviva Holdings
New Providence,
Bahamas
|
-$91.3M |
| 2 |
CCM
Camber Capital Management
Boston,
Massachusetts
|
-$25.2M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
-$21M |
| 4 |
HM
HealthCor Management
New York
|
-$20.8M |
| 5 |
ACA
Avoro Capital Advisors
New York
|
-$20.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFO
251
Pathstone Family Office
Englewood,
New Jersey
| – | -$2K | -85 | Closed |
|
|
FHA
252
First Horizon Advisors
Memphis,
Tennessee
| – | -$1K | -43 | Closed |
|
253
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -23 | Closed |
|
MDCO Hedge Fund Activity: Q2 2019 in Review
228 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Medicines Co (MDCO) for Q2 2019, worth a combined $3.76B — up 34% from $2.8B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new MDCO positions and 25 closed out — a net gain of 27 holders — while 91 added to existing stakes and 57 trimmed.
The largest buyer was State Street, adding an estimated $46.7M. The largest seller was Aviva Holdings, cutting an estimated $91.3M.
- 228 institutional investors held Medicines Co (MDCO) as of Q2 2019, up from 203 in Q1 2019.
- Funds reported $3.76B of Medicines Co stock for Q2 2019, up 34% quarter-over-quarter.
- 52 funds opened new Medicines Co positions in Q2 2019 and 25 closed out, a net change of +27 holders.
- The largest Medicines Co buyer in Q2 2019 was State Street, an estimated $46.7M added.
- The largest Medicines Co seller in Q2 2019 was Aviva Holdings, an estimated $91.3M sold.
Based on aggregated 13F filings for Q2 2019.