L3VLUP
Quarter end
30 Jun 2024
the date the book describes
Filed
16 Sep 2024
latest of these filings; the earliest 25 Jul 2024
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 15 listed it in both
Shares listed
3,082,319
combined, among listed positions
Reported value
$1.3bn
combined, at the quarter end

Among the 94 comparable managers: 9 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing MEDP in Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
Invesco Ltd806,975$332m0.07%Trimmed-8,82613 Aug 2024 (the filing on sec.gov)
Renaissance Technologies LLC443,588$183m0.31%Added+122,8009 Aug 2024 (the filing on sec.gov)
AQR Capital Management LLC310,650$128m0.20%Added+119,25714 Aug 2024 (the filing on sec.gov)
Wellington Management Group LLP305,369$126munder 0.1%Trimmed-12,53414 Aug 2024 (the filing on sec.gov)
D. E. Shaw & Co.299,865$123m0.12%Trimmed-72,21414 Aug 2024 (the filing on sec.gov)
Arrowstreet Capital LP237,349$98m0.09%Trimmed-13,64914 Aug 2024 (the filing on sec.gov)
Two Sigma Advisers LP180,300$74m0.17%Added+29,50014 Aug 2024 (the filing on sec.gov)
Man Group PLC127,754$53m0.13%Trimmed-8,27414 Aug 2024 (the filing on sec.gov)
Two Sigma Investments LP123,797$51m0.12%Added+46,29714 Aug 2024 (the filing on sec.gov)
Voloridge Investment Management LLC122,478$50m0.19%Trimmed-46,06914 Aug 2024 (the filing on sec.gov)
Point72 Asset Management LP62,432$26m0.07%Newnew16 Sep 2024 (the filing on sec.gov)
Polen Capital Management LLC17,341$7.1munder 0.1%Added+38212 Aug 2024 (the filing on sec.gov)
PDT Partners LLC17,017$7.0m0.66%Trimmed-3,99215 Aug 2024 (the filing on sec.gov)
Holocene Advisors LP9,544$3.9munder 0.1%Added+1,39014 Aug 2024 (the filing on sec.gov)
Quantbot Technologies LP6,712$2.8m0.13%Addedn.a.9 Aug 2024 (the filing on sec.gov)
Baillie Gifford & Co5,398$2.2munder 0.1%Newnew25 Jul 2024 (the filing on sec.gov)
Caxton Associates LLP3,873$1.6m0.05%Trimmed-9414 Aug 2024 (the filing on sec.gov)
Winton Group Ltd1,877$773k0.05%Trimmed-5269 Aug 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2024 to Q2 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
15 in Q3 2024 to 9 in Q2 2026

Tracked managers listing it, at least.

051015202017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
MEDP by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20172$21mn.a.n.a.
Q2 20171$14mn.a.n.a.
Q3 20171$19mn.a.n.a.
Q4 20171$23mn.a.n.a.
Q1 20183$37mn.a.n.a.
Q2 20184$59mn.a.n.a.
Q3 201814$247mn.a.n.a.
Q4 20186$119mn.a.n.a.
Q1 20194$100mn.a.n.a.
Q2 20194$117mn.a.n.a.
Q3 20196$140mn.a.n.a.
Q4 20195$122mn.a.n.a.
Q1 20207$144mn.a.n.a.
Q2 20208$173mn.a.n.a.
Q3 202012$218mn.a.n.a.
Q4 20208$187mn.a.n.a.
Q1 20219$153mn.a.n.a.
Q2 20218$156mn.a.n.a.
Q3 202111$413mn.a.n.a.
Q4 202112$668mn.a.n.a.
Q1 20226$107mn.a.n.a.
Q2 20225$97mn.a.n.a.
Q3 20223$59mn.a.n.a.
Q4 202210$269mn.a.n.a.
Q1 202314$275mn.a.n.a.
Q2 202317$468mn.a.n.a.
Q3 202315$378mn.a.n.a.
Q4 202314$501m87
Q1 202417$1.2bn98
Q2 202418$1.3bn99
Q3 202415$918m96
Q4 202415$1.2bn96
Q1 202512$986m111
Q2 202514$1.2bn123
Q3 202517$1.9bn98
Q4 202514$2.1bn1421
Q1 202612$1.8bn1221
Q2 20269$2.7bn821

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

MEDP and LLY →MEDP and JNJ →MEDP and VRTX →Choose a stock to compare with MEDP →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own MEDP, latest filings →Back to the 13F Explorer →