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MDLY

Medley Management Inc
MDLY

Delisted

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

46 hedge funds and large institutions have $39.9M invested in Medley Management Inc in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

25% more capital invested

Capital invested by funds: $32M → $39.9M (+$7.9M)

18% more funds holding

Funds holding: 3946 (+7)

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$7.87M -$1.41M -15,275 -16%
Brown Advisory
2
Brown Advisory
Maryland
$6.17M +$2.3K +25 +0%
AFG
3
American Financial Group
Ohio
$5.73M
RA
4
Royce & Associates
New York
$4.5M -$587K -6,370 -12%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.38M +$43.2K +469 +2%
BFA
6
BlackRock Fund Advisors
California
$2.04M +$367K +3,982 +24%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.19M +$511K +5,545 +86%
BCM
8
Bridgeway Capital Management
Texas
$886K +$265K +2,880 +47%
BIT
9
BlackRock Institutional Trust
California
$875K +$27.2K +295 +3%
PPA
10
Parametric Portfolio Associates
Washington
$836K -$26.1K -283 -3%
Millennium Management
11
Millennium Management
New York
$778K +$724K +7,857 New
State Street
12
State Street
Massachusetts
$717K +$148K +1,603 +28%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$714K +$664K +7,205 New
Northern Trust
14
Northern Trust
Illinois
$584K -$8.11K -88 -1%
JP Morgan Chase
15
JP Morgan Chase
New York
$446K +$193K +2,095 +87%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$434K -$28.2K -306 -7%
SIM
17
Spark Investment Management
New York
$399K +$113K +1,230 +44%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$398K +$12.1K +131 +3%
Deutsche Bank
19
Deutsche Bank
Germany
$392K +$186K +2,013 +102%
AIM
20
Acrospire Investment Management
Illinois
$374K +$200K +2,169 +134%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$274K +$253K +2,743 +12,468%
BIM
22
BlackRock Investment Management
Delaware
$256K
TCIM
23
TIAA CREF Investment Management
New York
$245K
BG
24
BlackRock Group
United Kingdom
$200K
Morgan Stanley
25
Morgan Stanley
New York
$190K +$143K +1,554 +427%

MDLY Hedge Fund Activity: Q4 2016 in Review

46 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Medley Management Inc (MDLY) for Q4 2016, worth a combined $39.9M — up 25% from $32M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MDLY positions and 1 closed out — a net gain of 7 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $724K. The largest seller was Wells Fargo, cutting an estimated $1.41M.

  • 46 institutional investors held Medley Management Inc (MDLY) as of Q4 2016, up from 39 in Q3 2016.
  • Funds reported $39.9M of Medley Management Inc stock for Q4 2016, up 25% quarter-over-quarter.
  • 8 funds opened new Medley Management Inc positions in Q4 2016 and 1 closed out, a net change of +7 holders.
  • The largest Medley Management Inc buyer in Q4 2016 was Millennium Management, an estimated $724K added.
  • The largest Medley Management Inc seller in Q4 2016 was Wells Fargo, an estimated $1.41M sold.

Based on aggregated 13F filings for Q4 2016.