Medidata Solutions, Inc.
MDSO
MDSO was delisted on the 28th of October, 2019.
285 hedge funds and large institutions have $4.96B invested in Medidata Solutions, Inc. in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 112 increasing their positions, 96 reducing their positions, and 14 closing their positions.
511% more call options, than puts
Call options by funds: $32.5M | Put options by funds: $5.31M
143% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 14
17% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 96
6% more funds holding
Funds holding: 268 → 285 (+17)
7% less capital invested
Capital invested by funds: $5.35B → $4.96B (-$394M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
+$48.7M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$22.3M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$21.9M |
| 4 |
NAMA
Nikko Asset Management Americas
New York
|
+$19.2M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sands Capital Management
Arlington,
Virginia
|
-$88.9M |
| 2 |
ESCM
Echo Street Capital Management
New York
|
-$22.3M |
| 3 |
GTP
Global Thematic Partners
New York
|
-$18.1M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$15.7M |
| 5 |
Janus Henderson Group
London,
|
-$11.4M |
MDSO Hedge Fund Activity: Q3 2018 in Review
285 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Medidata Solutions, Inc. (MDSO) for Q3 2018, worth a combined $4.96B — down 7.4% from $5.35B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new MDSO positions and 14 closed out — a net gain of 20 holders — while 112 added to existing stakes and 96 trimmed.
The largest buyer was Polen Capital Management, adding an estimated $48.7M. The largest seller was Sands Capital Management, cutting an estimated $88.9M.
- 285 institutional investors held Medidata Solutions, Inc. (MDSO) as of Q3 2018, up from 268 in Q2 2018.
- Funds reported $4.96B of Medidata Solutions, Inc. stock for Q3 2018, down 7.4% quarter-over-quarter.
- 34 funds opened new Medidata Solutions, Inc. positions in Q3 2018 and 14 closed out, a net change of +20 holders.
- The largest Medidata Solutions, Inc. buyer in Q3 2018 was Polen Capital Management, an estimated $48.7M added.
- The largest Medidata Solutions, Inc. seller in Q3 2018 was Sands Capital Management, an estimated $88.9M sold.
Based on aggregated 13F filings for Q3 2018.