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MDSO

Medidata Solutions, Inc.
MDSO

Delisted

MDSO was delisted on the 28th of October, 2019.

285 hedge funds and large institutions have $4.91B invested in Medidata Solutions, Inc. in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 106 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $5.33M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

12% more capital invested

Capital invested by funds: $4.36B → $4.91B (+$543M)

12% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 95

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

1% more funds holding

Funds holding: 283285 (+2)

Holders
285
Holders Change
+2
Holders Change %
+0.71%
% of All Funds
6.17%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
29
Increased
106
Reduced
95
Closed
26
Calls
$12.9M
Puts
$5.33M
Net Calls
+$7.59M
Net Calls Change
-$642K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$534M +$21.5M +297,812 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$407M +$8.52M +118,033 +2%
BCM
3
Brown Capital Management
Maryland
$295M -$5.43M -75,309 -2%
ClearBridge Investments
4
ClearBridge Investments
New York
$186M +$3.53M +48,943 +2%
CIP
5
Champlain Investment Partners
Vermont
$175M +$2.56M +35,405 +2%
State Street
6
State Street
Massachusetts
$141M +$3.95M +54,715 +3%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$135M +$7.49M +103,716 +6%
American Century Companies
8
American Century Companies
Missouri
$117M +$2.56M +35,465 +2%
CS
9
Credit Suisse
Switzerland
$112M -$3.93M -54,434 -3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$108M +$418K +5,792 +0.4%
PAMU
11
Pictet Asset Management (UK)
United Kingdom
$102M -$5.77M -79,984 -5%
JP Morgan Chase
12
JP Morgan Chase
New York
$96.5M -$3.27M -45,296 -3%
ACH
13
ArrowMark Colorado Holdings
Colorado
$93.6M +$7.73M +107,094 +9%
NAMA
14
Nikko Asset Management Americas
New York
$92.3M +$13.1M +181,553 +17%
Sumitomo Mitsui Trust Group
15
Sumitomo Mitsui Trust Group
Japan
$91.6M +$12.4M +172,074 +16%
Canada Pension Plan Investment Board
16
Canada Pension Plan Investment Board
Ontario, Canada
$84.7M +$3.44M +47,674 +4%
DGI
17
Disciplined Growth Investors
Minnesota
$81.9M -$20.6K -285 -0%
AIM
18
ARK Investment Management
Florida
$81.9M +$13.1M +181,286 +19%
RA
19
Royce & Associates
New York
$80.1M
GTP
20
Global Thematic Partners
New York
$72.2M -$559K -7,752 -0.8%
Northern Trust
21
Northern Trust
Illinois
$70.4M +$1.38M +19,115 +2%
CCA
22
Conestoga Capital Advisors
Pennsylvania
$61.8M +$311K +4,305 +0.5%
AllianceBernstein
23
AllianceBernstein
Tennessee
$61.2M -$3.45M -47,750 -5%
PC
24
Polar Capital
United Kingdom
$58.2M +$13M +179,635 +29%
SIMG
25
Stephens Investment Management Group
Texas
$56.7M +$114K +1,576 +0.2%

MDSO Hedge Fund Activity: Q1 2019 in Review

285 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Medidata Solutions, Inc. (MDSO) for Q1 2019, worth a combined $4.91B — up 12% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MDSO positions and 26 closed out — a net gain of 3 holders — while 106 added to existing stakes and 95 trimmed.

The largest buyer was BlackRock, adding an estimated $21.5M. The largest seller was Fred Alger Management, cutting an estimated $27.4M.

  • 285 institutional investors held Medidata Solutions, Inc. (MDSO) as of Q1 2019, up from 283 in Q4 2018.
  • Funds reported $4.91B of Medidata Solutions, Inc. stock for Q1 2019, up 12% quarter-over-quarter.
  • 29 funds opened new Medidata Solutions, Inc. positions in Q1 2019 and 26 closed out, a net change of +3 holders.
  • The largest Medidata Solutions, Inc. buyer in Q1 2019 was BlackRock, an estimated $21.5M added.
  • The largest Medidata Solutions, Inc. seller in Q1 2019 was Fred Alger Management, an estimated $27.4M sold.

Based on aggregated 13F filings for Q1 2019.