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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
GSIS
201
Global Strategic Investment Solutions
Arizona
$233K
CL
202
CIM LLC
New York
$231K -$774 -10 -0.4%
PP
203
PDS Planning
Ohio
$231K +$542 +7 +0.3%
CRWM
204
Castle Rock Wealth Management
California
$227K +$181K +2,341 New
GH
205
GAM Holding
Switzerland
$219K -$449K -5,805 -69%
Macquarie Group
206
Macquarie Group
Australia
$210K
SCM
207
Shelton Capital Management
Colorado
$204K -$13.1K -169 -7%
AIP
208
Ameritas Investment Partners
Nebraska
$199K
FQ
209
First Quadrant
California
$182K -$177K -2,285 -51%
IUHSA
210
Itau Unibanco Holding S.A.
Brazil
$171K +$157K +2,034 New
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$164K
Zurich Cantonal Bank
212
Zurich Cantonal Bank
Switzerland
$155K
US Bancorp
213
US Bancorp
Minnesota
$146K +$6.58K +85 +5%
GFPC
214
Global Financial Private Client
Florida
$109K +$100K +1,295 New
FGAM
215
Financial Gravity Asset Management
Texas
$84K +$1.63K +21 +9%
ETC
216
Exchange Traded Concepts
Oklahoma
$80K +$73.6K +951 New
LWM
217
Lenox Wealth Management
Ohio
$73K
CMBA
218
C.M. Bidwell & Associates
Hawaii
$68K -$70.8K -915 -53%
Lazard Asset Management
219
Lazard Asset Management
New York
$64K +$29.4K +380 +97%
BFEC
220
Benjamin F. Edwards & Company
Missouri
$45K
VCM
221
Vigilant Capital Management
Maine
$42K +$38.7K +500 New
Fidelity Investments
222
Fidelity Investments
Massachusetts
$39K -$2.48K -32 -7%
FHA
223
First Horizon Advisors
Tennessee
$38K
LTFS
224
Ladenburg Thalmann Financial Services
Florida
$37K +$77 +1 +0.2%
QCG
225
Quadrant Capital Group
Ohio
$36K

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.