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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
AF
526
Advisornet Financial
Minnesota
$2.15K -$270 -1 -13%
AAP
527
Arax Advisory Partners
Colorado
$1.84K
DPW
528
DiNuzzo Private Wealth
Pennsylvania
$1.84K +$1.62K +6 New
GA
529
GoalVest Advisory
New York
$1.84K -$3.51K -13 -68%
PTC
530
Private Trust Company
Ohio
$1.53K -$6.75K -25 -83%
TCWA
531
Turtle Creek Wealth Advisors
Texas
$1.53K +$1.35K +5 New
FGAM
532
Financial Gravity Asset Management
Texas
$1.41K +$540 +2 +100%
AWM
533
Atticus Wealth Management
Florida
$1.23K
AWM
534
Abound Wealth Management
Tennessee
$1.23K +$1.08K +4 New
AW
535
Avion Wealth
Texas
$1K
CAL
536
Capital Advisors Ltd
Ohio
$1K
RFG
537
RFP Financial Group
Georgia
$920
VCM
538
Versant Capital Management
Arizona
$920
IFAM
539
Institutional & Family Asset Management
Colorado
$613
HI
540
Horizon Investments
North Carolina
$307
JWM
541
Janiczek Wealth Management
Colorado
$307
TWP
542
TFO Wealth Partners
Ohio
$307
MCM
543
Manchester Capital Management
Vermont
$307 +$270 +1 New
RS
544
Rakuten Securities
Japan
$307 +$270 +1 New
Point72 Asset Management
545
Point72 Asset Management
Connecticut
-$35.4M -146,101 Closed
CF
546
Cantor Fitzgerald
New York
-$17.4M -71,725 Closed
LAM
547
L2 Asset Management
Massachusetts
-$16.5K -34,192 Closed
MGIM
548
M&G Investment Management
United Kingdom
-$6.84M -28,245 Closed
SFI
549
Susquehanna Fundamental Investments
Pennsylvania
-$5.88M -24,264 Closed
ECM
550
Element Capital Management
New York
-$3.92M -16,169 Closed

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.