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Medpace

544 hedge funds and large institutions have $7.65B invested in Medpace in 2023 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 201 increasing their positions, 182 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 34

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

35% more call options, than puts

Call options by funds: $40.5M | Put options by funds: $29.9M

32% more capital invested

Capital invested by funds: $5.81B → $7.65B (+$1.84B)

11% more funds holding

Funds holding: 488544 (+56)

10% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 182

3.31% more ownership

Funds ownership: 78.05%81.36% (+3.3%)

Holders
544
Holders Change
+56
Holders Change %
+11.48%
% of All Funds
7.93%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
96
Increased
201
Reduced
182
Closed
34
Calls
$40.5M
Puts
$29.9M
Net Calls
+$10.6M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
351
Level Four Advisory Services
Texas
$535K +$45.1K +167 +11%
P8IP
352
Pier 88 Investment Partners
California
$533K -$346K -1,280 -42%
WG
353
Winton Group
United Kingdom
$527K -$37.8K -140 -8%
GCM
354
Graham Capital Management
Connecticut
$517K +$455K +1,686 New
OIA
355
OneDigital Investment Advisors
Kansas
$507K +$95K +352 +27%
NFG
356
Nations Financial Group
Iowa
$496K
CIS
357
Custom Index Systems
New York
$484K +$426K +1,578 New
VI
358
Versor Investments
New York
$473K -$334K -1,236 -44%
ATC
359
Argent Trust Co
Tennessee
$460K
DI
360
DFPG Investments
Utah
$460K +$45.3K +168 +12%
SAM
361
Shell Asset Management
Netherlands
$459K -$122K -451 -23%
CF
362
Centaurus Financial
California
$458K +$5.4K +20 +1%
FA
363
FDx Advisors
Illinois
$445K -$45.9K -170 -10%
PWG
364
Portside Wealth Group
Utah
$435K +$49.4K +183 +15%
SAM
365
Sawgrass Asset Management
Florida
$430K -$3.24K -12 -0.8%
CIM
366
CIM Investment Management
Pennsylvania
$426K
SAM
367
Sectoral Asset Management
Quebec, Canada
$420K +$51.3K +190 +16%
IWA
368
Icon Wealth Advisors
Texas
$420K +$370K +1,370 New
JIC
369
Johnson Investment Counsel
Ohio
$414K +$14K +52 +4%
SEM
370
Suncoast Equity Management
Florida
$412K +$363K +1,343 New
IFG
371
Independent Financial Group
California
$410K +$47.8K +177 +15%
TFS
372
Thoroughbred Financial Services
Tennessee
$408K +$53.2K +197 +17%
AAM
373
Advisors Asset Management
Colorado
$406K +$358K +1,325 New
PHK
374
Point72 Hong Kong
Hong Kong
$400K +$352K +1,304 New
URS
375
Utah Retirement Systems
Utah
$398K

MEDP Hedge Fund Activity: Q4 2023 in Review

544 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Medpace (MEDP) for Q4 2023, worth a combined $7.65B — up 32% from $5.81B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new MEDP positions and 34 closed out — a net gain of 62 holders — while 201 added to existing stakes and 182 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $103M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $52.3M.

  • 544 institutional investors held Medpace (MEDP) as of Q4 2023, up from 488 in Q3 2023.
  • Funds reported $7.65B of Medpace stock for Q4 2023, up 32% quarter-over-quarter.
  • 96 funds opened new Medpace positions in Q4 2023 and 34 closed out, a net change of +62 holders.
  • The largest Medpace buyer in Q4 2023 was Morgan Stanley, an estimated $103M added.
  • The largest Medpace seller in Q4 2023 was Fuller & Thaler Asset Management, an estimated $52.3M sold.

Based on aggregated 13F filings for Q4 2023.