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Medpace

250 hedge funds and large institutions have $2.43B invested in Medpace in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 94 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $2.42B → $2.43B (+$14.4M)

0.39% less ownership

Funds ownership: 80.88%80.49% (-0.39%)

7% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 94

7% less funds holding

Funds holding: 268250 (-18)

25% less call options, than puts

Call options by funds: $4.03M | Put options by funds: $5.39M

29% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 38

Holders
250
Holders Change
-18
Holders Change %
-6.72%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
87
Reduced
94
Closed
38
Calls
$4.03M
Puts
$5.39M
Net Calls
-$1.36M
Net Calls Change
-$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
226
Sutton Wealth Advisors
Florida
$28.7K
PCG
227
Private Capital Group
Connecticut
$27K +$2.09K +27 +9%
Daiwa Securities Group
228
Daiwa Securities Group
Japan
$17K -$1.86K -24 -11%
DOA
229
D'Orazio & Associates
Virginia
$17K
ME
230
McIlrath & Eck
Washington
$14K
FWM
231
FSA Wealth Management
Massachusetts
$13K +$11.6K +150 New
Group One Trading
232
Group One Trading
Illinois
$13K +$12.2K +158 New
PHK
233
Point72 Hong Kong
Hong Kong
$11K +$10.1K +131 New
IA
234
IFP Advisors
Florida
$10K -$542 -7 -5%
Canada Pension Plan Investment Board
235
Canada Pension Plan Investment Board
Ontario, Canada
$10K +$9.52K +123 New
TFA
236
Toth Financial Advisory
Virginia
$8K +$7.74K +100 New
AF
237
Advisornet Financial
Minnesota
$7K
LWM
238
Liberty Wealth Management
California
$7K
APA
239
American Portfolios Advisors
New York
$6.39K
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$4K
JWA
241
JFS Wealth Advisors
Pennsylvania
$4K
Kayne Anderson Rudnick Investment Management
242
Kayne Anderson Rudnick Investment Management
California
$4K
PFBT
243
Parkside Financial Bank & Trust
Missouri
$4K
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$4K +$3.87K +50 New
CFGS
245
Concourse Financial Group Securities
Alabama
$3K
FHA
246
Flagship Harbor Advisors
Massachusetts
$3K
HGWM
247
Harvest Group Wealth Management
Massachusetts
$3K
AssetMark Inc
248
AssetMark Inc
California
$3K +$155 +2 +7%
SFS
249
Sowell Financial Services
Arkansas
$1K
WRF
250
Waddell & Reed Financial
Kansas
-$5.81M -69,121 Closed

MEDP Hedge Fund Activity: Q4 2019 in Review

250 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Medpace (MEDP) for Q4 2019, worth a combined $2.43B — up 0.6% from $2.42B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of MEDP and 27 opened new positions — a net loss of 11 holders — while 94 trimmed existing stakes and 87 added.

The largest buyer was Wasatch Advisors, adding an estimated $30.9M. The largest seller was Acadian Asset Management, cutting an estimated $49.3M.

  • 250 institutional investors held Medpace (MEDP) as of Q4 2019, down from 268 in Q3 2019.
  • Funds reported $2.43B of Medpace stock for Q4 2019, up 0.6% quarter-over-quarter.
  • 27 funds opened new Medpace positions in Q4 2019 and 38 closed out, a net change of -11 holders.
  • The largest Medpace buyer in Q4 2019 was Wasatch Advisors, an estimated $30.9M added.
  • The largest Medpace seller in Q4 2019 was Acadian Asset Management, an estimated $49.3M sold.

Based on aggregated 13F filings for Q4 2019.