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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
VWM
501
Venturi Wealth Management
Texas
$13.5K
VAG
502
VisionPoint Advisory Group
Texas
$12.9K -$5.13K -19 -31%
CB
503
Community Bank
New York
$12.3K
WPA
504
West Paces Advisors
Georgia
$11.6K
FFA
505
Farther Finance Advisors
California
$11.3K +$2.97K +11 +42%
RCM
506
Raleigh Capital Management
North Carolina
$10.5K +$270 +1 +3%
National Bank of Canada
507
National Bank of Canada
Quebec, Canada
$9.16K
EWA
508
EverSource Wealth Advisors
Alabama
$7.97K -$1.89K -7 -21%
BIA
509
Bell Investment Advisors
California
$7.36K +$540 +2 +9%
JWA
510
JFS Wealth Advisors
Pennsylvania
$6.74K
GWS
511
Glassman Wealth Services
Virginia
$6.44K +$5.13K +19 +950%
LA
512
LM Advisors
California
$6.19K +$5.4K +20 New
MA
513
MCF Advisors
Kentucky
$5.83K +$5.13K +19 New
AWM
514
Avior Wealth Management
Nebraska
$5.82K
LSA
515
Leonteq Securities AG
Switzerland
$5.82K
AF
516
Allworth Financial
California
$5.21K
Mitsubishi UFJ Asset Management
517
Mitsubishi UFJ Asset Management
Japan
$4.15K
SWM
518
Spire Wealth Management
Virginia
$4.14K +$810 +3 +27%
FG
519
Fairman Group
Pennsylvania
$3.98K +$3.51K +13 New
SIC
520
SJS Investment Consulting
Ohio
$3.07K +$540 +2 +25%
CTWM
521
Cherry Tree Wealth Management
Minnesota
$3.07K
FMII
522
Farmers & Merchants Investments Inc
Nebraska
$3.06K
VF
523
VitalStone Financial
Texas
$3K +$2.43K +9 New
OC
524
Oakworth Capital
Alabama
$2.76K +$2.43K +9 New
AFWM
525
Abich Financial Wealth Management
Virginia
$2.45K +$2.16K +8 New

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.