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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
Two Sigma Investments
51
Two Sigma Investments
New York
$35.6M -$6.03M -22,339 -16%
UBS AM
52
UBS AM
Illinois
$35.3M -$20.5K -76 -0.1%
SGAM
53
Smith Group Asset Management
Texas
$34.9M +$30.7M +113,912 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$34.3M +$4.87M +18,025 +19%
VVP
55
Vulcan Value Partners
Alabama
$31.3M -$10.2M -37,859 -27%
Principal Financial Group
56
Principal Financial Group
Iowa
$30.9M +$1.03M +3,808 +4%
N
57
Nuveen
North Carolina
$30.8M +$1.26M +4,676 +5%
Schroder Investment Management Group
58
Schroder Investment Management Group
United Kingdom
$30M -$2.15M -7,965 -8%
SPS
59
Susquehanna Portfolio Strategies
Pennsylvania
$29.5M +$25.9M +96,100 New
Assenagon Asset Management
60
Assenagon Asset Management
Luxembourg
$26.1M -$10.8M -39,861 -32%
Lazard Asset Management
61
Lazard Asset Management
New York
$25.4M +$180K +665 +0.8%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$21.8M -$3.29M -12,203 -15%
Nordea Investment Management
63
Nordea Investment Management
Sweden
$21.8M -$382K -1,416 -2%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$21.7M -$516K -1,910 -3%
Millennium Management
65
Millennium Management
New York
$21.1M -$343K -1,271 -2%
Victory Capital Management
66
Victory Capital Management
Texas
$21M +$3.27M +12,127 +21%
Marshall Wace
67
Marshall Wace
United Kingdom
$20.8M -$6.45M -23,889 -26%
SBH
68
Segall Bryant & Hamill
Illinois
$20.6M +$3.81M +14,126 +27%
ClearBridge Investments
69
ClearBridge Investments
New York
$19.8M +$17.5M +64,713 New
GT
70
Glenmede Trust
Pennsylvania
$19.2M -$128K -474 -0.8%
Retirement Systems of Alabama
71
Retirement Systems of Alabama
Alabama
$19M +$55.1K +204 +0.3%
Prudential Financial
72
Prudential Financial
New Jersey
$18.7M -$3.13M -11,608 -16%
WC
73
Westwind Capital
New Mexico
$18.5M -$29.2K -108 -0.2%
Canada Pension Plan Investment Board
74
Canada Pension Plan Investment Board
Ontario, Canada
$17.9M +$7.23M +26,800 +85%
DDC
75
DF Dent & Co
Maryland
$17.9M +$74.8K +277 +0.5%

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.