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MDLY

Medley Management Inc
MDLY

Delisted

MDLY was delisted on the 6th of July, 2021.

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52 hedge funds and large institutions have $22.5M invested in Medley Management Inc in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

19% more capital invested

Capital invested by funds: $18.9M → $22.5M (+$3.62M)

16% more funds holding

Funds holding: 45 → 52 (+7)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAM
PVG Asset Management
Colorado
+$1.25M
2
RA
Rational Advisors
New York
+$1.04M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$263K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$149K
5
YMRC
Yorktown Management & Research Company
Virginia
+$125K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$300K
2
Renaissance Technologies
Renaissance Technologies
New York
-$195K
3
RA
Royce & Associates
New York
-$195K
4
Millennium Management
Millennium Management
New York
-$155K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$43K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$94K – – –
Goldman Sachs
27
Goldman Sachs
New York
$79K +$75.4K +1,211 New
SIM
28
Spark Investment Management
New York
$66K -$30.5K -489 -32%
IAMOG
29
Investors Asset Management of Georgia
Georgia
$65K – – –
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$62K – – –
Parallax Volatility Advisers
31
Parallax Volatility Advisers
California
$61K +$52.1K +836 +853%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$48K -$24.9K -400 -35%
TA
33
Teachers Advisors
New York
$37K – – –
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$35K – – –
AIG
35
American International Group
New York
$23K -$498 -8 -2%
JP Morgan Chase
36
JP Morgan Chase
New York
$20K +$13K +209 +195%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$18K +$3.24K +52 +23%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$13K +$12.5K +200 New
QCG
39
Quadrant Capital Group
Ohio
$9K – – –
AG
40
Advisor Group
Arizona
$8K – – –
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K +$6.54K +105 New
Legal & General Group
42
Legal & General Group
United Kingdom
$6K – – –
Barclays
43
Barclays
United Kingdom
$6K +$3.3K +53 +123%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$5.09K +$2.49K +40 +105%
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
MAM
46
Meeder Asset Management
Ohio
$5K +$62 +1 +1%
Bank of America
47
Bank of America
North Carolina
$5K +$2.74K +44 +147%
AIP
48
Ameritas Investment Partners
Nebraska
$3K – – –
UBS Group
49
UBS Group
Switzerland
$2K +$748 +12 +71%
SEI Investments
50
SEI Investments
Pennsylvania
$1K -$187 -3 -23%
1
2
3

MDLY Hedge Fund Activity: Q4 2017 in Review

52 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Medley Management Inc (MDLY) for Q4 2017, worth a combined $22.5M — up 19% from $18.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MDLY positions and 2 closed out — a net gain of 7 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was PVG Asset Management, opening a new position worth an estimated $1.25M. The largest seller was BlackRock, cutting an estimated $300K.

  • 52 institutional investors held Medley Management Inc (MDLY) as of Q4 2017, up from 45 in Q3 2017.
  • Funds reported $22.5M of Medley Management Inc stock for Q4 2017, up 19% quarter-over-quarter.
  • 9 funds opened new Medley Management Inc positions in Q4 2017 and 2 closed out, a net change of +7 holders.
  • The largest Medley Management Inc buyer in Q4 2017 was PVG Asset Management, an estimated $1.25M added.
  • The largest Medley Management Inc seller in Q4 2017 was BlackRock, an estimated $300K sold.

Based on aggregated 13F filings for Q4 2017.