MEDPACE HLDGS INC MEDP
COM · Common Stock · CUSIP 58506Q109 · ISIN US58506Q1094
Medical Services Corporation
- SectorHealth care
- IndustryServices-Commercial Physical & Biological Research
- HeadquartersCincinnati, OH
- Founded1992
- Websitemedpace.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($56.6m this quarter). Holder counts are more reliable. Shares outstanding: 31.0m as of 2024-07-19, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $406.42. Options: 10 managers hold calls ($17.3m notional), 11 hold puts ($35.0m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 356 |
| Q4 2022 | 422 |
| Q1 2023 | 417 |
| Q2 2023 | 464 |
| Q3 2023 | 489 |
| Q4 2023 | 544 |
| Q1 2024 | 596 |
| Q2 2024 | 623 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 195 | 188 |
| Q1 2023 | 220 | 190 |
| Q2 2023 | 249 | 186 |
| Q3 2023 | 223 | 230 |
| Q4 2023 | 273 | 217 |
| Q1 2024 | 274 | 287 |
| Q2 2024 | 308 | 278 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $21.9m | $24.1m | 1.10 |
| Q4 2023 | $40.5m | $29.9m | 0.74 |
| Q1 2024 | $83.0m | $51.1m | 0.62 |
| Q2 2024 | $17.3m | $35.0m | 2.02 |
Biggest buyers
| Westwind Capital | Added | +338.6k |
| Findlay Park Partners LLP | Added | +252.6k |
| GOLDMAN SACHS GROUP INC | Added | +146.1k |
| Clearbridge Investments, LLC | Added | +143.5k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +122.8k |
| AQR CAPITAL MANAGEMENT LLC | Added | +119.3k |
| Allspring Global Investments Holdings, LLC | Added | +106.3k |
| BESSEMER GROUP INC | Added | +89.7k |
| BlackRock Inc. | Added | +85.5k |
| EAGLE ASSET MANAGEMENT INC | Added | +72.2k |
Biggest sellers
| MORGAN STANLEY | Reduced | -889.0k |
| PRUDENTIAL FINANCIAL INC | Reduced | -155.8k |
| ROYAL BANK OF CANADA | Reduced | -130.0k |
| Pictet Asset Management Holding SA | Reduced | -122.7k |
| Channing Capital Management, LLC | Sold out | -110.9k |
| Boston Trust Walden Corp | Reduced | -109.1k |
| CONGRESS ASSET MANAGEMENT CO | Reduced | -106.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -101.8k |
| CITADEL ADVISORS LLC | Reduced | -83.7k |
| D. E. Shaw & Co., Inc. | Reduced | -72.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.1m12.4k shares |
| CITADEL ADVISORS LLC | Reduced | $3.9m9.5k shares |
| MILLENNIUM MANAGEMENT LLC | New | $2.2m5.4k shares |
| PEAK6 Investments LLC | Reduced | $2.1m5.1k shares |
| Walleye Capital LLC | Added | $1.9m4.7k shares |
| JANE STREET GROUP, LLC | Reduced | $1.2m3.0k shares |
| WOLVERINE TRADING, LLC | Reduced | $370.7k900 shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $288.3k700 shares |
| SIMPLEX TRADING, LLC | Reduced | $123.0k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.6m25.7k shares |
| CITADEL ADVISORS LLC | Reduced | $6.7m16.3k shares |
| Genus Capital Management Inc. | New | $6.1m14.8k shares |
| Walleye Capital LLC | Added | $4.5m10.9k shares |
| PEAK6 Investments LLC | Unchanged | $4.1m10.0k shares |
| JANE STREET GROUP, LLC | Added | $2.0m4.9k shares |
| WOLVERINE TRADING, LLC | Added | $700.1k1.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $205.0k500 shares |
| GROUP ONE TRADING LLC | New | $82.4k200 shares |
| HighTower Advisors, LLC | New | $204100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Troendle August J. 13D · may seek influence -0.9 pts · filed 2026-09-28 | 19.1% |
| PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution new · filed 2026-08-14 | 7.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 1 | $154.6m | 0 | — | — |
| Q4 2022 | 0 | — | 4 | $5.6m | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 1 | $55.5m | $55.5m |
| Q3 2023 | 0 | — | 4 | $93.2m | $82.2m |
| Q4 2023 | 0 | — | 2 | $93.7m | — |
| Q1 2024 | 0 | — | 5 | $355.6m | — |
| Q2 2024 | 0 | — | 2 | $64.2m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-05 | BURWIG SUSAN E Exec. VP, Operations | Sold | $3.1m7.7k shares |
| 2024-05-28 | Troendle August J. CEO, director | Sold | $2.3m5.7k shares |
| 2024-05-24 | Troendle August J. CEO, director | Sold | $1.6m4.0k shares |
| 2024-05-22 | Troendle August J. CEO, director | Sold | $22.0k55 shares |
| 2024-05-20 | Troendle August J. CEO, director | Sold | $1.6m4.0k shares |
| 2024-05-16 | Troendle August J. CEO, director | Sold | $2.8m7.1k shares |
| 2024-05-15 | Troendle August J. CEO, director | Sold | $13.1m32.3k shares |
| 2024-05-10 | Troendle August J. CEO, director | Sold | $2.0m5.0k shares |
| 2024-05-09 | Troendle August J. CEO, director | Sold | $1.4m3.5k shares |
| 2024-05-08 | Troendle August J. CEO, director | Sold | $1.9m4.8k shares |
| 2024-05-07 | Troendle August J. CEO, director | Sold | $11.3m28.0k shares |
| 2024-05-06 | Troendle August J. CEO, director | Sold | $9.8m24.4k shares |
| 2024-05-02 | Troendle August J. CEO, director | Sold | $1.4m3.4k shares |
| 2024-05-01 | Troendle August J. CEO, director | Sold | $5.2m12.9k shares |
| 2024-04-30 | Troendle August J. CEO, director | Sold | $731.8k1.8k shares |
| 2024-04-29 | Troendle August J. CEO, director | Sold | $6.1m15.1k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 2.6m $1.1bn | Added +85.5k |
| VANGUARD GROUP INC 0.02% of their portfolio | 2.5m $1.0bn | Added +23.4k |
| WASATCH ADVISORS LP 2.13% of their portfolio | 967.3k $398.4m | Reduced -7.1k |
| Invesco Ltd. 0.07% of their portfolio | 807.0k $332.4m | Reduced -8.8k |
| STATE STREET CORP 0.01% of their portfolio | 702.6k $289.4m | Added +5.7k |
| GOLDMAN SACHS GROUP INC 0.05% of their portfolio | 674.6k $277.8m | Added +146.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 583.7k $240.6m | Added +50.9k |
| RIVERBRIDGE PARTNERS LLC 3.00% of their portfolio | 536.0k $220.8m | Reduced -70.3k |
| TD Asset Management Inc 0.20% of their portfolio | 511.3k $210.6m | Reduced -62.9k |
| BESSEMER GROUP INC 0.35% of their portfolio | 484.5k $199.5m | Added +89.7k |
| Findlay Park Partners LLP 1.85% of their portfolio | 475.9k $196.0m | Added +252.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.31% of their portfolio | 443.6k $182.7m | Added +122.8k |
| Epoch Investment Partners, Inc. 0.76% of their portfolio | 405.7k $167.1m | Reduced -731 |
| Clearbridge Investments, LLC 0.14% of their portfolio | 403.9k $166.3m | Added +143.5k |
| Westwind Capital 4.34% of their portfolio | 380.9k $17.5m | Added +338.6k |
| AMERICAN CAPITAL MANAGEMENT INC 5.12% of their portfolio | 371.1k $152.8m | Reduced -8.1k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 325.6k $134.1m | Reduced -21.8k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.56% of their portfolio | 316.2k $130.2m | Reduced -1.5k |
| AQR CAPITAL MANAGEMENT LLC 0.20% of their portfolio | 310.6k $127.9m | Added +119.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 305.4k $125.8m | Reduced -12.5k |
| D. E. Shaw & Co., Inc. 0.17% of their portfolio | 299.9k $123.5m | Reduced -72.2k |
| NORGES BANK 0.02% of their portfolio | 279.6k $115.1m | Added +28.6k |
| EAGLE ASSET MANAGEMENT INC 0.60% of their portfolio | 273.7k $111.5m | Added +72.2k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 271.4k $111.8m | Reduced -45.2k |
| MORGAN STANLEY 0.01% of their portfolio | 255.1k $105.1m | Reduced -889.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.09% of their portfolio | 237.3k $97.8m | Reduced -13.6k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 226.3k $93.2m | Added +1.1k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 216.0k $89.0m | Added +18.8k |
| FMR LLC 0.01% of their portfolio | 206.7k $85.1m | Reduced -26.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 206.5k $85.0m | Added +4.2k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.30% of their portfolio | 205.0k $84.4m | Reduced -55.4k |
| LOOMIS SAYLES & CO L P 0.11% of their portfolio | 191.9k $79.0m | Added +33.1k |
| Giverny Capital Inc. 3.27% of their portfolio | 188.1k $77.5m | Added +2.9k |
| TWO SIGMA ADVISERS, LP 0.17% of their portfolio | 180.3k $74.3m | Added +29.5k |
| JUPITER ASSET MANAGEMENT LTD 0.68% of their portfolio | 173.9k $71.6m | Reduced -652 |
| GW&K Investment Management, LLC 0.65% of their portfolio | 171.5k $70.6m | Reduced -1.2k |
| Boston Trust Walden Corp 0.48% of their portfolio | 158.0k $65.1m | Reduced -109.1k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 157.6k $64.9m | Added +2.2k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 156.4k $64.4m | Added +32.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 154.3k $63.5m | Reduced -101.8k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 150.0k $61.8m | Added +6.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 144.1k $59.4m | Added +29.4k |
| Skandinaviska Enskilda Banken AB (publ) 0.28% of their portfolio | 139.8k $57.6m | Added +50.3k |
| Man Group plc 0.14% of their portfolio | 127.8k $52.6m | Reduced -8.3k |
| SEI INVESTMENTS CO 0.07% of their portfolio | 127.0k $52.3m | Reduced -8.7k |
| TWO SIGMA INVESTMENTS, LP 0.12% of their portfolio | 123.8k $51.0m | Added +46.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.19% of their portfolio | 122.5k $50.4m | Reduced -46.1k |
| Ranger Investment Management, L.P. 3.32% of their portfolio | 118.4k $48.8m | Reduced -1.5k |
| Stephens Investment Management Group LLC 0.67% of their portfolio | 116.7k $48.1m | Added +21.4k |
| Allspring Global Investments Holdings, LLC 0.08% of their portfolio | 116.7k $48.1m | Added +106.3k |
| Fisher Asset Management, LLC 0.02% of their portfolio | 116.4k $47.9m | Reduced -3.6k |
| RICE HALL JAMES & ASSOCIATES, LLC 2.80% of their portfolio | 113.5k $46.7m | Reduced -8.4k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 109.8k $45.2m | Reduced -25.6k |
| Spyglass Capital Management LLC 3.30% of their portfolio | 109.4k $45.1m | Reduced -1.4k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 108.7k $44.8m | Reduced -19.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 103.1k $42.5m | Reduced -2.8k |
| Susquehanna Portfolio Strategies, LLC 1.58% of their portfolio | 93.4k $38.5m | Reduced -2.7k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.04% of their portfolio | 89.6k $36.9m | Added +15.3k |
| Aberdeen Group plc 0.07% of their portfolio | 87.1k $35.9m | Reduced -396 |
| Assenagon Asset Management S.A. 0.09% of their portfolio | 86.5k $35.6m | Reduced -22.0k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 86.2k $35.5m | Reduced -14.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 78.9k $32.5m | Reduced -9.3k |
| GLENMEDE TRUST CO NA 0.16% of their portfolio | 76.3k $31.4m | Added +27.7k |
| Smith Group Asset Management, LLC 2.75% of their portfolio | 75.2k $31.0m | Reduced -31.4k |
| Candriam S.C.A. 0.19% of their portfolio | 74.6k $30.7m | Added +54.3k |
| LAZARD ASSET MANAGEMENT LLC 0.04% of their portfolio | 74.4k $30.6m | Added +2.1k |
| PRUDENTIAL FINANCIAL INC 0.05% of their portfolio | 73.7k $30.3m | Reduced -155.8k |
| Qube Research & Technologies Ltd 0.06% of their portfolio | 72.9k $30.0m | Reduced -33.2k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 70.0k $28.8m | Added +2.0k |
| UBS Group AG 0.01% of their portfolio | 69.8k $28.7m | Added +18.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 68.5k $28.2m | Added +10.3k |
| AXA S.A. 0.04% of their portfolio | 68.0k $28.0m | Added +37.5k |
| NZS Capital, LLC 1.08% of their portfolio | 63.8k $26.3m | Added +31.8k |
| Annex Advisory Services, LLC 0.91% of their portfolio | 62.6k $25.8m | Added +21.2k |
| Point72 Asset Management, L.P. 0.08% of their portfolio | 62.4k $25.7m | New |
| Retirement Systems of Alabama 0.10% of their portfolio | 62.0k $25.5m | Reduced -221 |
| SEGALL BRYANT & HAMILL, LLC 0.44% of their portfolio | 60.9k $25.1m | Added +5.2k |
| Pictet Asset Management Holding SA 0.03% of their portfolio | 59.7k $24.6m | Reduced -122.7k |
| NORDEA INVESTMENT MANAGEMENT AB 0.03% of their portfolio | 57.9k $24.7m | Reduced -9.7k |
| Jackson Square Partners, LLC 1.43% of their portfolio | 56.8k $23.4m | Reduced -23.2k |
| DF DENT & CO INC 0.30% of their portfolio | 55.6k $22.9m | Reduced -2.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 55.5k $22.9m | Reduced -12.3k |
| STRS OHIO 0.09% of their portfolio | 55.4k $22.8m | Added +51.8k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 54.7k $22.5m | Added +6.4k |
| Artemis Investment Management LLP 0.30% of their portfolio | 53.9k $22.2m | New |
| Cerity Partners LLC 0.06% of their portfolio | 52.1k $21.5m | Added +11.7k |
| Swiss National Bank 0.01% of their portfolio | 51.8k $21.3m | Added +3.4k |
| CONGRESS ASSET MANAGEMENT CO 0.15% of their portfolio | 49.3k $20.3m | Reduced -106.1k |
| Legal & General Group Plc 0.01% of their portfolio | 49.2k $20.3m | Reduced -1.1k |
| HANCOCK WHITNEY CORP 0.67% of their portfolio | 47.9k $19.7m | Reduced -786 |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 47.0k $19.4m | Added +11.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 46.2k $19.0m | Added +5.0k |
| California Public Employees Retirement System 0.01% of their portfolio | 46.0k $19.0m | Reduced -127 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 45.9k $18.9m | Reduced -130.0k |
| McGuire Investment Group, LLC 2.66% of their portfolio | 45.0k $18.5m | Reduced -81 |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.23% of their portfolio | 42.8k $17.6m | Added +4.2k |
| Summit Creek Advisors LLC 2.37% of their portfolio | 42.0k $17.3m | Reduced -6.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 41.5k $17.1m | Reduced -12.8k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 40.1k $16.5m | Reduced -1.0k |
| STIFEL FINANCIAL CORP 0.02% of their portfolio | 39.9k $16.4m | Added +8.5k |