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Medpace

386 hedge funds and large institutions have $6.22B invested in Medpace in 2021 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 123 increasing their positions, 151 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $5.42B → $6.22B (+$807M)

15% more funds holding

Funds holding: 337386 (+49)

12% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $11.4M

0.15% less ownership

Funds ownership: 79.91%79.75% (-0.15%)

19% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 151

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
386
Holders Change
+49
Holders Change %
+14.54%
% of All Funds
5.94%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
71
Increased
123
Reduced
151
Closed
20
Calls
$12.8M
Puts
$11.4M
Net Calls
+$1.4M
Net Calls Change
-$6.76M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
351
Central Trust Company
Missouri
$16K
SC
352
Solstein Capital
California
$15K
TC
353
Truvestments Capital
Florida
$15K
PA
354
Parallel Advisors
California
$14K +$1.26K +6 +11%
NFG
355
Next Financial Group
Texas
$13K +$10.3K +49 +408%
EWA
356
EverSource Wealth Advisors
Alabama
$12K +$11.3K +54 New
Bessemer Group
357
Bessemer Group
New Jersey
$11K
TFA
358
Toth Financial Advisory
Virginia
$11K
KFS
359
Kelly Financial Services
Massachusetts
$10.9K +$10.5K +50 New
Manulife (Manufacturers Life Insurance)
360
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.1K -$151K -719 -2%
S
361
SignatureFD
Georgia
$10K +$5.65K +27 +150%
AF
362
Allworth Financial
California
$9K +$8.38K +40 New
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$9K +$9K +43 New
WPA
364
West Paces Advisors
Georgia
$8.27K +$838 +4 +12%
BC
365
Burleson & Co
California
$8K
National Bank of Canada
366
National Bank of Canada
Quebec, Canada
$7K +$6.28K +30 New
ACM
367
AUA Capital Management
Pennsylvania
$6K -$209 -1 -4%
GAM
368
Gemmer Asset Management
California
$5K
HNB
369
Huntington National Bank
Ohio
$5K +$4.61K +22 New
CCC
370
Crescent Capital Consulting
Louisiana
$4K
FGAM
371
Financial Gravity Asset Management
Texas
$3.49K +$1.14M +5,448 +272,400%
BIA
372
Bell Investment Advisors
California
$3K
Rockefeller Capital Management
373
Rockefeller Capital Management
New York
$3K +$838 +4 +29%
IA
374
IFP Advisors
Florida
$2K -$3.56K -17 -61%
FPS
375
Fieldpoint Private Securities
Connecticut
$2K

MEDP Hedge Fund Activity: Q4 2021 in Review

386 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Medpace (MEDP) for Q4 2021, worth a combined $6.22B — up 15% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new MEDP positions and 20 closed out — a net gain of 51 holders — while 123 added to existing stakes and 151 trimmed.

The largest buyer was Franklin Resources, adding an estimated $44.1M. The largest seller was Aberdeen Group, cutting an estimated $51.8M.

  • 386 institutional investors held Medpace (MEDP) as of Q4 2021, up from 337 in Q3 2021.
  • Funds reported $6.22B of Medpace stock for Q4 2021, up 15% quarter-over-quarter.
  • 71 funds opened new Medpace positions in Q4 2021 and 20 closed out, a net change of +51 holders.
  • The largest Medpace buyer in Q4 2021 was Franklin Resources, an estimated $44.1M added.
  • The largest Medpace seller in Q4 2021 was Aberdeen Group, an estimated $51.8M sold.

Based on aggregated 13F filings for Q4 2021.