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Medpace

416 hedge funds and large institutions have $4.68B invested in Medpace in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 171 increasing their positions, 144 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 144

2.88% more ownership

Funds ownership: 78.19%81.08% (+2.9%)

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

1% less funds holding

Funds holding: 422416 (-6)

7% less capital invested

Capital invested by funds: $5.04B → $4.68B (-$357M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

50% less call options, than puts

Call options by funds: $3.72M | Put options by funds: $7.41M

Holders
416
Holders Change
-6
Holders Change %
-1.42%
% of All Funds
6.63%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
49
Increased
171
Reduced
144
Closed
48
Calls
$3.72M
Puts
$7.41M
Net Calls
-$3.69M
Net Calls Change
+$520K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$598M +$3.85M +18,630 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$500M -$7.4M -35,757 -1%
WA
3
Wasatch Advisors
Utah
$350M +$45.7M +220,836 +13%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$177M +$361K +1,747 +0.2%
State Street
5
State Street
Massachusetts
$158M +$2.35M +11,372 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$111M +$440K +2,129 +0.4%
BTW
7
Boston Trust Walden
Massachusetts
$106M +$3.14M +15,193 +3%
Goldman Sachs
8
Goldman Sachs
New York
$103M +$33.6M +162,444 +42%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$102M -$10.4M -50,119 -8%
RP
10
Riverbridge Partners
Minnesota
$82.9M -$3.1M -14,999 -3%
ACM
11
American Capital Management
New York
$80.4M -$398K -1,926 -0.4%
Millennium Management
12
Millennium Management
New York
$76.6M -$8.98M -43,395 -10%
Invesco
13
Invesco
Georgia
$72.2M -$42.9M -207,654 -35%
Northern Trust
14
Northern Trust
Illinois
$66.8M +$273K +1,321 +0.4%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$61.5M -$3.04M -14,710 -4%
Renaissance Technologies
16
Renaissance Technologies
New York
$55.9M +$19.3M +93,500 +46%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$53.2M -$1.54M -7,453 -3%
Morgan Stanley
18
Morgan Stanley
New York
$50.6M +$15.8M +76,580 +40%
Charles Schwab
19
Charles Schwab
California
$50.3M +$118K +569 +0.2%
GKIM
20
GW&K Investment Management
Massachusetts
$47.7M +$127K +616 +0.2%
CCM
21
Channing Capital Management
Illinois
$44.3M -$2.3M -11,100 -4%
EIP
22
Epoch Investment Partners
New York
$43M -$7.24M -35,004 -13%
Norges Bank
23
Norges Bank
Norway
$42.2M +$3.58M +17,293 +8%
VVP
24
Vulcan Value Partners
Alabama
$41.5M +$13.9M +67,229 +44%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$41.1M -$3.12M -15,065 -6%

MEDP Hedge Fund Activity: Q1 2023 in Review

416 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Medpace (MEDP) for Q1 2023, worth a combined $4.68B — down 7.1% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new MEDP positions and 48 closed out — a net gain of 1 holder — while 171 added to existing stakes and 144 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $73.2M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $62.9M.

  • 416 institutional investors held Medpace (MEDP) as of Q1 2023, down from 422 in Q4 2022.
  • Funds reported $4.68B of Medpace stock for Q1 2023, down 7.1% quarter-over-quarter.
  • 49 funds opened new Medpace positions in Q1 2023 and 48 closed out, a net change of +1 holder.
  • The largest Medpace buyer in Q1 2023 was Envestnet Asset Management, an estimated $73.2M added.
  • The largest Medpace seller in Q1 2023 was Thrivent Financial for Lutherans, an estimated $62.9M sold.

Based on aggregated 13F filings for Q1 2023.