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Medpace
MEDP

Overview Fund Activity

542 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, 200 increasing their positions, 182 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+56
Holders Change %
+11.52%
% of All Funds
7.95%
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
200
Reduced
182
Closed
34
Calls
$40.5M
Puts
$29.9M
Net Calls
+$10.6M
Net Calls Change
+$12.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$212M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$143M
3
Man Group
Man Group
United Kingdom
$52.4M
4
EIP
Epoch Investment Partners
New York
$108M
5
GC
Giverny Capital
Quebec, Canada
$48.3M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$136M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$2.1M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.23M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAG
501
VisionPoint Advisory Group
Texas
$12.9K -$5.82K -19 -31%
CB
502
Community Bank
New York
$12.3K – – –
WPA
503
West Paces Advisors
Georgia
$11.6K – – –
FFA
504
Farther Finance Advisors
California
$11.3K +$3.37K +11 +42%
RCM
505
Raleigh Capital Management
North Carolina
$10.5K +$309 +1 +3%
National Bank of Canada
506
National Bank of Canada
Quebec, Canada
$9.16K – – –
EWA
507
EverSource Wealth Advisors
Alabama
$7.97K -$2.15K -7 -21%
BIA
508
Bell Investment Advisors
California
$7.36K +$613 +2 +9%
JWA
509
JFS Wealth Advisors
Pennsylvania
$6.74K – – –
GWS
510
Glassman Wealth Services
Virginia
$6.44K +$5.82K +19 +950%
LA
511
LM Advisors
California
$6.19K +$6.19K +20 New
MA
512
MCF Advisors
Kentucky
$5.83K +$5.83K +19 New
AWM
513
Avior Wealth Management
Nebraska
$5.82K – – –
AF
514
Allworth Financial
California
$5.21K – – –
Mitsubishi UFJ Asset Management
515
Mitsubishi UFJ Asset Management
Japan
$4.15K – – –
SWM
516
Spire Wealth Management
Virginia
$4.14K +$887 +3 +27%
FG
517
Fairman Group
Pennsylvania
$3.99K +$3.99K +13 New
SIC
518
SJS Investment Consulting
Ohio
$3.07K +$613 +2 +25%
CTWM
519
Cherry Tree Wealth Management
Minnesota
$3.07K – – –
FMII
520
Farmers & Merchants Investments Inc
Nebraska
$3.07K – – –
VF
521
VitalStone Financial
Texas
$3K +$3K +9 New
OC
522
Oakworth Capital
Alabama
$2.76K +$2.76K +9 New
AFWM
523
Abich Financial Wealth Management
Virginia
$2.45K +$2.45K +8 New
AF
524
Advisornet Financial
Minnesota
$2.15K -$307 -1 -13%
AAP
525
Arax Advisory Partners
Colorado
$1.84K – – –
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