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MDCO

Medicines Co
MDCO

Delisted

MDCO was delisted on the 3rd of January, 2020.

220 hedge funds and large institutions have $4.52B invested in Medicines Co in 2017 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 87 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 22

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

62% more capital invested

Capital invested by funds: $2.79B → $4.52B (+$1.73B)

40% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 62

31% more call options, than puts

Call options by funds: $101M | Put options by funds: $77.5M

13% more funds holding

Funds holding: 195220 (+25)

Holders
220
Holders Change
+25
Holders Change %
+12.82%
% of All Funds
5.48%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.35%
New
52
Increased
87
Reduced
62
Closed
22
Calls
$101M
Puts
$77.5M
Net Calls
+$23.7M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$524M +$4.01M +87,958 +0.8%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$488M +$3.6M +79,001 +0.8%
BlackRock
3
BlackRock
New York
$475M +$442M +9,697,317 +135,117%
Vanguard Group
4
Vanguard Group
Pennsylvania
$298M +$14.3M +313,876 +5%
AH
5
Aviva Holdings
Bahamas
$187M +$175M +3,833,999 New
CM
6
Corvex Management
New York
$159M +$912K +20,000 +0.6%
IAM
7
Iridian Asset Management
Connecticut
$148M +$94.6M +2,074,261 +219%
Goldman Sachs
8
Goldman Sachs
New York
$101M +$62.2M +1,364,302 +193%
State Street
9
State Street
Massachusetts
$99.6M -$835K -18,315 -0.9%
PHS
10
PFM Health Sciences
California
$90.5M -$39.5M -866,806 -32%
BM
11
Bridger Management
New York
$88.9M +$8.85M +193,974 +12%
SCM
12
Sarissa Capital Management
Connecticut
$85.7M
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$70.5M -$1.27M -27,845 -2%
Franklin Resources
14
Franklin Resources
California
$69.5M -$54.5K -1,195 -0.1%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$68M -$2.66M -58,310 -4%
TBC
16
Three Bays Capital
Massachusetts
$66.7M +$62.2M +1,363,529 New
PA
17
Pinnacle Associates
New York
$64.5M -$2.74M -60,186 -4%
BC
18
Boxer Capital
California
$59.4M +$17.6M +386,802 +47%
AllianceBernstein
19
AllianceBernstein
Tennessee
$58.4M -$3.47M -76,015 -6%
ACA
20
Avoro Capital Advisors
New York
$57.9M +$54M +1,185,000 New
BRC
21
Blue Ridge Capital
New York
$53.8M +$50.2M +1,100,000 New
PC
22
PointState Capital
New York
$53.5M +$49.9M +1,095,100 New
UBS AM
23
UBS AM
Illinois
$52.9M -$21.4M -468,424 -30%
First Eagle Investment Management
24
First Eagle Investment Management
New York
$48.5M -$2.92M -64,130 -6%
Invesco
25
Invesco
Georgia
$47.9M -$20.1M -439,902 -31%

MDCO Hedge Fund Activity: Q1 2017 in Review

220 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Medicines Co (MDCO) for Q1 2017, worth a combined $4.52B — up 62% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MDCO positions and 22 closed out — a net gain of 30 holders — while 87 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock, adding an estimated $442M. The largest seller was PFM Health Sciences, cutting an estimated $39.5M.

  • 220 institutional investors held Medicines Co (MDCO) as of Q1 2017, up from 195 in Q4 2016.
  • Funds reported $4.52B of Medicines Co stock for Q1 2017, up 62% quarter-over-quarter.
  • 52 funds opened new Medicines Co positions in Q1 2017 and 22 closed out, a net change of +30 holders.
  • The largest Medicines Co buyer in Q1 2017 was BlackRock, an estimated $442M added.
  • The largest Medicines Co seller in Q1 2017 was PFM Health Sciences, an estimated $39.5M sold.

Based on aggregated 13F filings for Q1 2017.