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Medpace

488 hedge funds and large institutions have $5.81B invested in Medpace in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 154 increasing their positions, 186 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 45

5% more funds holding

Funds holding: 464488 (+24)

0% more capital invested

Capital invested by funds: $5.78B → $5.81B (+$26.2M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

9% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $24.1M

1.13% less ownership

Funds ownership: 79.19%78.05% (-1.1%)

17% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 186

Holders
488
Holders Change
+24
Holders Change %
+5.17%
% of All Funds
7.74%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
74
Increased
154
Reduced
186
Closed
45
Calls
$21.9M
Puts
$24.1M
Net Calls
-$2.18M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$368K +$329K +1,286 +554%
IWP
352
Icon Wealth Partners
Texas
$364K -$10.5K -41 -3%
ATC
353
Argent Trust Co
Tennessee
$363K -$236K -921 -38%
CF
354
Centaurus Financial
California
$357K +$39.9K +156 +12%
OR
355
Olympiad Research
Connecticut
$349K -$6.65K -26 -2%
VFA
356
Voya Financial Advisors
Connecticut
$349K -$5.12K -20 -1%
DTL
357
Dynamic Technology Lab
Singapore
$344K
SAM
358
Sawgrass Asset Management
Florida
$343K -$13.3K -52 -4%
VF
359
Virtu Financial
New York
$341K +$360K +1,408 New
Mariner
360
Mariner
Kansas
$338K -$30.2K -118 -8%
CIM
361
CIM Investment Management
Pennsylvania
$336K
GCM
362
Gallacher Capital Management
Colorado
$336K -$30.4K -119 -8%
CA
363
Cetera Advisors
Colorado
$334K -$40.9K -160 -10%
CC
364
Cipher Capital
New York
$329K +$348K +1,359 New
BAM
365
Blueshift Asset Management
New Jersey
$327K +$345K +1,350 New
M&T Bank
366
M&T Bank
New York
$316K +$65.7K +257 +25%
OIA
367
OneDigital Investment Advisors
Kansas
$315K
GF
368
Gabelli Funds
New York
$315K
URS
369
Utah Retirement Systems
Utah
$315K
JIC
370
Johnson Investment Counsel
Ohio
$314K +$72.4K +283 +28%
BRWA
371
B. Riley Wealth Advisors
Florida
$306K +$2.56K +10 +0.8%
PWG
372
Portside Wealth Group
Utah
$298K +$25.3K +99 +9%
AA
373
ALPS Advisors
Colorado
$293K -$153K -599 -33%
Sumitomo Mitsui Trust Group
374
Sumitomo Mitsui Trust Group
Japan
$291K +$307K +1,200 New
SAM
375
Sectoral Asset Management
Quebec, Canada
$286K +$14.1K +55 +5%

MEDP Hedge Fund Activity: Q3 2023 in Review

488 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Medpace (MEDP) for Q3 2023, worth a combined $5.81B — up 0.45% from $5.78B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new MEDP positions and 45 closed out — a net gain of 29 holders — while 154 added to existing stakes and 186 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $81.6M. The largest seller was Millennium Management, cutting an estimated $91.8M.

  • 488 institutional investors held Medpace (MEDP) as of Q3 2023, up from 464 in Q2 2023.
  • Funds reported $5.81B of Medpace stock for Q3 2023, up 0.45% quarter-over-quarter.
  • 74 funds opened new Medpace positions in Q3 2023 and 45 closed out, a net change of +29 holders.
  • The largest Medpace buyer in Q3 2023 was Wellington Management Group, an estimated $81.6M added.
  • The largest Medpace seller in Q3 2023 was Millennium Management, an estimated $91.8M sold.

Based on aggregated 13F filings for Q3 2023.