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Medpace

422 hedge funds and large institutions have $5.04B invested in Medpace in 2022 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 113 increasing their positions, 165 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 26

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

24% more capital invested

Capital invested by funds: $4.07B → $5.04B (+$971M)

18% more funds holding

Funds holding: 357422 (+65)

5.3% less ownership

Funds ownership: 83.49%78.19% (-5.3%)

32% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 165

32% less call options, than puts

Call options by funds: $8.98M | Put options by funds: $13.2M

Holders
422
Holders Change
+65
Holders Change %
+18.21%
% of All Funds
6.78%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
95
Increased
113
Reduced
165
Closed
26
Calls
$8.98M
Puts
$13.2M
Net Calls
-$4.21M
Net Calls Change
-$7.66M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
401
EverSource Wealth Advisors
Alabama
$3.19K
RCM
402
Raleigh Capital Management
North Carolina
$3.19K +$3K +15 New
SBL
403
Sargent Bickham Lagudis
Colorado
$3.19K +$3K +15 New
TWP
404
TFO Wealth Partners
Ohio
$3K +$1.6K +8 New
SWM
405
Spire Wealth Management
Virginia
$3K +$400 +2 +18%
FMII
406
Farmers & Merchants Investments Inc
Nebraska
$2.55K
SIC
407
SJS Investment Consulting
Ohio
$1.91K +$999 +5 +125%
AF
408
Allworth Financial
California
$1.7K +$999 +5 +167%
AF
409
Advisornet Financial
Minnesota
$1.49K +$1.4K +7 New
AWM
410
Accurate Wealth Management
Florida
$1.34K +$1.2K +6 New
AAP
411
Arax Advisory Partners
Colorado
$1.27K
DI
412
Disciplined Investments
Oklahoma
$1.06K
SWA
413
Sutton Wealth Advisors
Florida
$1.06K
BAAM
414
Baker Avenue Asset Management
California
$1.06K +$999 +5 New
FGAM
415
Financial Gravity Asset Management
Texas
$1.01K -$51.7K -259 -55%
SFG
416
Steward Financial Group
Texas
$1K +$1.8K +9 New
CPG
417
Cornerstone Planning Group
New Jersey
$687 +$599 +3 New
RFG
418
RFP Financial Group
Georgia
$637 +$599 +3 New
GWS
419
Glassman Wealth Services
Virginia
$425
IFAM
420
Institutional & Family Asset Management
Colorado
$425
LF
421
Lee Financial
Texas
$212
Jacobs Levy Equity Management
422
Jacobs Levy Equity Management
New Jersey
-$45.1M -287,194 Closed
UBS AM
423
UBS AM
Illinois
-$19.2M -122,175 Closed
HF
424
HRT Financial
New York
-$6.98M -44,431 Closed
E
425
Ergoteles
New York
-$4.75M -30,188 Closed

MEDP Hedge Fund Activity: Q4 2022 in Review

422 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Medpace (MEDP) for Q4 2022, worth a combined $5.04B — up 24% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new MEDP positions and 26 closed out — a net gain of 69 holders — while 113 added to existing stakes and 165 trimmed.

The largest buyer was Millennium Management, adding an estimated $48.5M. The largest seller was Wasatch Advisors, cutting an estimated $103M.

  • 422 institutional investors held Medpace (MEDP) as of Q4 2022, up from 357 in Q3 2022.
  • Funds reported $5.04B of Medpace stock for Q4 2022, up 24% quarter-over-quarter.
  • 95 funds opened new Medpace positions in Q4 2022 and 26 closed out, a net change of +69 holders.
  • The largest Medpace buyer in Q4 2022 was Millennium Management, an estimated $48.5M added.
  • The largest Medpace seller in Q4 2022 was Wasatch Advisors, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2022.