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MDSO

Medidata Solutions, Inc.
MDSO

Delisted

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

281 hedge funds and large institutions have $5.43B invested in Medidata Solutions, Inc. in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 73 increasing their positions, 111 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more call options, than puts

Call options by funds: $30.5M | Put options by funds: $6.45M

300% more funds holding in top 10

Funds holding in top 10: 624 (+18)

2% more capital invested

Capital invested by funds: $5.3B → $5.43B (+$131M)

7% less funds holding

Funds holding: 302281 (-21)

29% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 68

34% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 111

Holders
281
Holders Change
-21
Holders Change %
-6.95%
% of All Funds
6.16%
Holding in Top 10
24
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+300%
% of All Funds
0.53%
New
48
Increased
73
Reduced
111
Closed
68
Calls
$30.5M
Puts
$6.45M
Net Calls
+$24M
Net Calls Change
+$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$507M +$6.5M +71,189 +1%
BlackRock
2
BlackRock
New York
$502M -$11.3M -123,718 -2%
Goldman Sachs
3
Goldman Sachs
New York
$278M +$182M +1,987,891 +190%
BCM
4
Brown Capital Management
Maryland
$235M -$125M -1,370,299 -35%
AA
5
AQR Arbitrage
Connecticut
$192M +$133M +1,460,367 +229%
CIP
6
Champlain Investment Partners
Vermont
$188M -$853K -9,340 -0.5%
Citigroup
7
Citigroup
New York
$166M +$97.1M +1,062,671 +141%
ClearBridge Investments
8
ClearBridge Investments
New York
$148M -$82.2M -899,368 -36%
AAM
9
Alpine Associates Management
Florida
$148M +$15.7M +171,828 +12%
SCS
10
Syquant Capital SAS
France
$142M +$110M +1,204,864 +348%
State Street
11
State Street
Massachusetts
$134M -$7.99M -87,499 -6%
ACH
12
ArrowMark Colorado Holdings
Colorado
$101M -$1.34M -14,682 -1%
Canada Pension Plan Investment Board
13
Canada Pension Plan Investment Board
Ontario, Canada
$92.4M
MF
14
Magnetar Financial
Illinois
$91.6M +$19.8M +217,130 +28%
WIC
15
Water Island Capital
New York
$82.4M +$35.6M +389,718 +76%
JP Morgan Chase
16
JP Morgan Chase
New York
$77.5M -$24.5M -268,304 -24%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$70.3M -$5.36M -58,728 -7%
VI
18
Versor Investments
New York
$64.3M +$27.9M +305,261 +77%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$62.3M -$12.2K -134 -0%
PSAMP
20
P. Schoenfeld Asset Management (PSAM)
New York
$61.5M +$39.7M +434,695 +183%
Norges Bank
21
Norges Bank
Norway
$53.3M
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$51.6M +$50.8M +556,395 +7,040%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$50.3M +$50.2M +550,086 New
Grantham, Mayo, Van Otterloo & Co (GMO)
24
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$50.3M +$50.2M +549,200 New
Northern Trust
25
Northern Trust
Illinois
$49.5M -$35.5M -389,090 -42%

MDSO Hedge Fund Activity: Q3 2019 in Review

281 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Medidata Solutions, Inc. (MDSO) for Q3 2019, worth a combined $5.43B — up 2.5% from $5.3B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of MDSO and 48 opened new positions — a net loss of 20 holders — while 111 trimmed existing stakes and 73 added.

The largest buyer was Goldman Sachs, adding an estimated $182M. The largest seller was Brown Capital Management, cutting an estimated $125M.

  • 281 institutional investors held Medidata Solutions, Inc. (MDSO) as of Q3 2019, down from 302 in Q2 2019.
  • Funds reported $5.43B of Medidata Solutions, Inc. stock for Q3 2019, up 2.5% quarter-over-quarter.
  • 48 funds opened new Medidata Solutions, Inc. positions in Q3 2019 and 68 closed out, a net change of -20 holders.
  • The largest Medidata Solutions, Inc. buyer in Q3 2019 was Goldman Sachs, an estimated $182M added.
  • The largest Medidata Solutions, Inc. seller in Q3 2019 was Brown Capital Management, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2019.