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Medpace
MEDP

Overview Fund Activity

415 hedge funds and large institutions have $4.68B invested in Medpace in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 171 increasing their positions, 144 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
-5
Holders Change %
-1.19%
% of All Funds
6.64%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
49
Increased
171
Reduced
144
Closed
47
Calls
$3.72M
Puts
$7.41M
Net Calls
-$3.69M
Net Calls Change
+$520K

Top Buyers

1
WA
Wasatch Advisors
Utah
$350M
2
UBS AM
UBS AM
Illinois
$36.3M
3
Goldman Sachs
Goldman Sachs
New York
$103M
4
Renaissance Technologies
Renaissance Technologies
New York
$55.9M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$15.7M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$12.3M
2
Invesco
Invesco
Georgia
$72.2M
3
Man Group
Man Group
United Kingdom
$17.7M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
376
HighMark Wealth Management
Minnesota
$10.7K +$10.7K +57 New
PTC
377
Private Trust Company
Ohio
$9.4K -$2.07K -11 -18%
GIA
378
GHP Investment Advisors
Colorado
$9.4K – – –
HI
379
Harbour Investments
Wisconsin
$9.21K +$9.21K +49 New
VWM
380
Venturi Wealth Management
Texas
$8.28K +$8.28K +44 New
BAM
381
Belpointe Asset Management
Nevada
$7.52K -$115K -609 -94%
BCMLT
382
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.52K – – –
CB
383
Community Bank
New York
$7.52K +$7.52K +40 New
AAS
384
Ameritas Advisory Services
Nebraska
$7.3K +$7.3K +39 New
WPA
385
West Paces Advisors
Georgia
$7.15K – – –
Northwestern Mutual Wealth Management
386
Northwestern Mutual Wealth Management
Wisconsin
$6.58K +$6.58K +35 New
IA
387
IFP Advisors
Florida
$5.2K -$1.92K -45 -27%
PA
388
Parallel Advisors
California
$4.89K +$564 +3 +13%
FFA
389
Farther Finance Advisors
California
$4.7K – – –
JWA
390
JFS Wealth Advisors
Pennsylvania
$4.14K -$376 -2 -8%
SC
391
Schubert & Co
Texas
$4.14K -$376 -2 -8%
SFG
392
Steward Financial Group
Texas
$4K +$2.36K +13 +144%
EI
393
Ellevest Inc
New York
$3.95K +$376 +2 +11%
VFA
394
Values First Advisors
Tennessee
$3.7K +$3.7K +20 New
BIA
395
Bell Investment Advisors
California
$3.57K – – –
RCM
396
Raleigh Capital Management
North Carolina
$3.57K +$752 +4 +27%
AWM
397
Avior Wealth Management
Nebraska
$3.57K +$3.57K +19 New
EWA
398
EverSource Wealth Advisors
Alabama
$3.39K +$564 +3 +20%
SI
399
Stephens Inc
Arkansas
$3.2K +$3.2K +17 New
BWM
400
BerganKDV Wealth Management
Minnesota
$2.63K +$2.63K +14 New
14 15
16
17 18