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Medpace

250 hedge funds and large institutions have $2.43B invested in Medpace in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 94 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $2.42B → $2.43B (+$14.4M)

0.39% less ownership

Funds ownership: 80.88%80.49% (-0.39%)

7% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 94

7% less funds holding

Funds holding: 268250 (-18)

25% less call options, than puts

Call options by funds: $4.03M | Put options by funds: $5.39M

29% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 38

Holders
250
Holders Change
-18
Holders Change %
-6.72%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
87
Reduced
94
Closed
38
Calls
$4.03M
Puts
$5.39M
Net Calls
-$1.36M
Net Calls Change
-$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$20.1M -$496K -6,405 -3%
BCA
27
Bernzott Capital Advisors
California
$20M +$412K +5,328 +2%
Charles Schwab
28
Charles Schwab
California
$19.8M +$487K +6,290 +3%
Capital Fund Management (CFM)
29
Capital Fund Management (CFM)
France
$19.1M -$2.3M -29,691 -12%
Morgan Stanley
30
Morgan Stanley
New York
$17.7M +$2.07M +26,707 +15%
TCM
31
Tributary Capital Management
Nebraska
$15.7M -$451K -5,828 -3%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$15.7M -$8.12M -104,933 -36%
RI
33
Redwood Investments
Massachusetts
$15.2M -$401K -5,180 -3%
N
34
Nuveen
North Carolina
$13.8M -$18.5M -239,479 -59%
HAM
35
Hillcrest Asset Management
Texas
$13.5M -$448K -5,788 -3%
JP Morgan Chase
36
JP Morgan Chase
New York
$13.4M +$1.22M +15,788 +11%
Bank of America
37
Bank of America
North Carolina
$12.8M -$712K -9,203 -6%
Prudential Financial
38
Prudential Financial
New Jersey
$12.8M +$365K +4,716 +3%
AQR Capital Management
39
AQR Capital Management
Connecticut
$11.7M -$5.51M -71,203 -34%
MCM
40
Matarin Capital Management
New York
$11.4M -$770K -9,943 -7%
Wells Fargo
41
Wells Fargo
California
$10.7M -$526K -6,795 -5%
WG
42
Winton Group
United Kingdom
$10.5M +$6.87M +88,783 +246%
Allianz Asset Management
43
Allianz Asset Management
Germany
$10.2M +$4.23M +54,694 +82%
NPF
44
Norris Perne & French
Michigan
$9.48M +$91.3K +1,179 +1%
PI
45
Putnam Investments
Massachusetts
$9.32M
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$9.21M +$2.82M +36,394 +50%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$9.17M -$8.94M -115,558 -51%
First Trust Advisors
48
First Trust Advisors
Illinois
$9.06M +$1.51M +19,480 +22%
BIM
49
Bogle Investment Management
Massachusetts
$8.9M +$720K +9,304 +10%
SI
50
Scout Investments
Missouri
$8.1M -$139K -1,800 -2%

MEDP Hedge Fund Activity: Q4 2019 in Review

250 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Medpace (MEDP) for Q4 2019, worth a combined $2.43B — up 0.6% from $2.42B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of MEDP and 27 opened new positions — a net loss of 11 holders — while 94 trimmed existing stakes and 87 added.

The largest buyer was Wasatch Advisors, adding an estimated $30.9M. The largest seller was Acadian Asset Management, cutting an estimated $49.3M.

  • 250 institutional investors held Medpace (MEDP) as of Q4 2019, down from 268 in Q3 2019.
  • Funds reported $2.43B of Medpace stock for Q4 2019, up 0.6% quarter-over-quarter.
  • 27 funds opened new Medpace positions in Q4 2019 and 38 closed out, a net change of -11 holders.
  • The largest Medpace buyer in Q4 2019 was Wasatch Advisors, an estimated $30.9M added.
  • The largest Medpace seller in Q4 2019 was Acadian Asset Management, an estimated $49.3M sold.

Based on aggregated 13F filings for Q4 2019.