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MDSO

Medidata Solutions, Inc.
MDSO

Delisted

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

302 hedge funds and large institutions have $5.3B invested in Medidata Solutions, Inc. in 2019 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 61 increasing their positions, 125 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $40.6M | Put options by funds: $19M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

31% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 61

8% more capital invested

Capital invested by funds: $4.91B → $5.3B (+$393M)

6% more funds holding

Funds holding: 285302 (+17)

51% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 125

Holders
302
Holders Change
+17
Holders Change %
+5.96%
% of All Funds
6.56%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
80
Increased
61
Reduced
125
Closed
61
Calls
$40.6M
Puts
$19M
Net Calls
+$21.6M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$508M -$148M -1,681,392 -23%
Vanguard Group
2
Vanguard Group
Pennsylvania
$495M -$8.48M -96,585 -2%
BCM
3
Brown Capital Management
Maryland
$356M -$8.05M -91,697 -2%
ClearBridge Investments
4
ClearBridge Investments
New York
$228M -$2.1M -23,917 -0.9%
CIP
5
Champlain Investment Partners
Vermont
$187M -$28.5M -325,055 -14%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$140M -$25.4M -289,255 -16%
State Street
7
State Street
Massachusetts
$140M -$33.6M -382,583 -20%
AAM
8
Alpine Associates Management
Florida
$131M +$127M +1,445,948 New
FAM
9
Fred Alger Management
New York
$122M +$52M +592,585 +78%
ACH
10
ArrowMark Colorado Holdings
Colorado
$101M -$14.3M -163,409 -13%
JP Morgan Chase
11
JP Morgan Chase
New York
$101M -$17.7M -202,039 -15%
Goldman Sachs
12
Goldman Sachs
New York
$94.7M +$64.2M +731,199 +232%
ESCM
13
Echo Street Capital Management
New York
$94.6M +$41.4M +471,628 +82%
Canada Pension Plan Investment Board
14
Canada Pension Plan Investment Board
Ontario, Canada
$91.4M -$12.8M -146,321 -13%
Northern Trust
15
Northern Trust
Illinois
$84.2M -$2.76M -31,496 -3%
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$81.2M -$43.9M -499,818 -36%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$74.9M -$57.3M -652,524 -44%
MF
18
Magnetar Financial
Illinois
$71M +$68.8M +784,226 New
Citigroup
19
Citigroup
New York
$68.4M +$64.8M +738,152 +4,166%
American Century Companies
20
American Century Companies
Missouri
$67.3M -$75.3M -858,343 -54%
SIMG
21
Stephens Investment Management Group
Texas
$64.7M -$5.17M -58,951 -8%
ACM
22
American Capital Management
New York
$62.3M -$952K -10,850 -2%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$61.6M -$6.24M -71,062 -9%
DGI
24
Disciplined Growth Investors
Minnesota
$58.8M -$41.1M -468,657 -42%
AA
25
AQR Arbitrage
Connecticut
$57.7M +$55.9M +637,553 New

MDSO Hedge Fund Activity: Q2 2019 in Review

302 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Medidata Solutions, Inc. (MDSO) for Q2 2019, worth a combined $5.3B — up 8% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new MDSO positions and 61 closed out — a net gain of 19 holders — while 61 added to existing stakes and 125 trimmed.

The largest buyer was Alpine Associates Management, opening a new position worth an estimated $127M. The largest seller was BlackRock, cutting an estimated $148M.

  • 302 institutional investors held Medidata Solutions, Inc. (MDSO) as of Q2 2019, up from 285 in Q1 2019.
  • Funds reported $5.3B of Medidata Solutions, Inc. stock for Q2 2019, up 8% quarter-over-quarter.
  • 80 funds opened new Medidata Solutions, Inc. positions in Q2 2019 and 61 closed out, a net change of +19 holders.
  • The largest Medidata Solutions, Inc. buyer in Q2 2019 was Alpine Associates Management, an estimated $127M added.
  • The largest Medidata Solutions, Inc. seller in Q2 2019 was BlackRock, an estimated $148M sold.

Based on aggregated 13F filings for Q2 2019.