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Medpace
MEDP

Overview Fund Activity

486 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, 153 increasing their positions, 185 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
+24
Holders Change %
+5.19%
% of All Funds
7.75%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
74
Increased
153
Reduced
185
Closed
45
Calls
$21.9M
Puts
$24.1M
Net Calls
-$2.18M
Net Calls Change
-$10.6M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$102M
2
Bessemer Group
2
Bessemer Group
New Jersey
$68.2M
3
Invesco
3
Invesco
Georgia
$148M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$35.4M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$40.5M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$16.9M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$155M
3
WA
3
Wasatch Advisors
Utah
$308M
4
Man Group
4
Man Group
United Kingdom
$39.2M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$368K +$312K +1,286 +554%
IWP
352
Icon Wealth Partners
Texas
$364K -$9.93K -41 -3%
ATC
353
Argent Trust Co
Tennessee
$363K -$223K -921 -38%
CF
354
Centaurus Financial
California
$357K +$37.8K +156 +12%
OR
355
Olympiad Research
Connecticut
$349K -$6.3K -26 -2%
VFA
356
Voya Financial Advisors
Connecticut
$349K -$4.93K -20 -1%
DTL
357
Dynamic Technology Lab
Singapore
$344K – – –
SAM
358
Sawgrass Asset Management
Florida
$343K -$12.6K -52 -4%
VF
359
Virtu Financial
New York
$341K +$341K +1,408 New
Mariner
360
Mariner
Kansas
$338K -$28.6K -118 -8%
CIM
361
CIM Investment Management
Pennsylvania
$336K – – –
GCM
362
Gallacher Capital Management
Colorado
$336K -$28.8K -119 -8%
CA
363
Cetera Advisors
Colorado
$334K -$38.7K -160 -10%
CC
364
Cipher Capital
New York
$329K +$329K +1,359 New
BAM
365
Blueshift Asset Management
New Jersey
$327K +$327K +1,350 New
M&T Bank
366
M&T Bank
New York
$316K +$62.2K +257 +25%
OIA
367
OneDigital Investment Advisors
Kansas
$315K – – –
URS
368
Utah Retirement Systems
Utah
$315K – – –
GF
369
Gabelli Funds
New York
$315K – – –
JIC
370
Johnson Investment Counsel
Ohio
$314K +$68.5K +283 +28%
BRWA
371
B. Riley Wealth Advisors
Florida
$306K +$2.42K +10 +0.8%
PWG
372
Portside Wealth Group
Utah
$298K +$23.9K +99 +9%
AA
373
ALPS Advisors
Colorado
$293K -$145K -599 -33%
Sumitomo Mitsui Trust Group
374
Sumitomo Mitsui Trust Group
Japan
$291K +$291K +1,200 New
SAM
375
Sectoral Asset Management
Quebec, Canada
$286K +$13.3K +55 +5%
13 14
15
16 17