Medidata Solutions, Inc.
MDSO
MDSO was delisted on the 28th of October, 2019.
188 hedge funds and large institutions have $2.41B invested in Medidata Solutions, Inc. in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 86 reducing their positions, and 49 closing their positions.
4% more call options, than puts
Call options by funds: $11.3M | Put options by funds: $10.9M
7% less funds holding
Funds holding: 203 → 188 (-15)
14% less capital invested
Capital invested by funds: $2.81B → $2.41B (-$397M)
31% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 49
31% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 86
100% less funds holding in top 10
Funds holding in top 10: 7 → 0 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sands Capital Management
Arlington,
Virginia
|
+$196M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$79.6M |
| 3 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
+$44.6M |
| 4 |
ClearBridge Investments
New York
|
+$32.2M |
| 5 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Andor Capital Management
Rye Brook,
New York
|
-$48.9M |
| 2 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$34.3M |
| 3 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$34.1M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$32.7M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$32.6M |
MDSO Hedge Fund Activity: Q2 2014 in Review
188 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Medidata Solutions, Inc. (MDSO) for Q2 2014, worth a combined $2.41B — down 14% from $2.81B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of MDSO and 34 opened new positions — a net loss of 15 holders — while 86 trimmed existing stakes and 59 added.
The largest buyer was Sands Capital Management, opening a new position worth an estimated $196M. The largest seller was Andor Capital Management, exiting entirely with an estimated $48.9M sold.
- 188 institutional investors held Medidata Solutions, Inc. (MDSO) as of Q2 2014, down from 203 in Q1 2014.
- Funds reported $2.41B of Medidata Solutions, Inc. stock for Q2 2014, down 14% quarter-over-quarter.
- 34 funds opened new Medidata Solutions, Inc. positions in Q2 2014 and 49 closed out, a net change of -15 holders.
- The largest Medidata Solutions, Inc. buyer in Q2 2014 was Sands Capital Management, an estimated $196M added.
- The largest Medidata Solutions, Inc. seller in Q2 2014 was Andor Capital Management, an estimated $48.9M sold.
Based on aggregated 13F filings for Q2 2014.