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MDLY

Medley Management Inc
MDLY

Delisted

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

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44 hedge funds and large institutions have $33.2M invested in Medley Management Inc in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

4% less funds holding

Funds holding: 46 → 44 (-2)

17% less capital invested

Capital invested by funds: $39.9M → $33.2M (-$6.71M)

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.22M
2
WFI
West Family Investments
California
+$376K
3
VKH
Virtu KCG Holdings
New York
+$135K
4
Renaissance Technologies
Renaissance Technologies
New York
+$119K
5
State Street
State Street
Massachusetts
+$117K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$580K
2
AIM
Acrospire Investment Management
Illinois
-$222K
3
BCM
Bridgeway Capital Management
Texas
-$162K
4
Goldman Sachs
Goldman Sachs
New York
-$130K
5
Morgan Stanley
Morgan Stanley
New York
-$107K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$6.09M -$580K -6,188 -8%
Brown Advisory
2
Brown Advisory
Maryland
$5.11M -$71.3K -761 -1%
AFG
3
American Financial Group
Ohio
$4.81M – – –
RA
4
Royce & Associates
New York
$3.77M – – –
BlackRock
5
BlackRock
New York
$2.85M +$3.22M +34,325 +228,833%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.02M +$29.6K +316 +1%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.1M +$119K +1,272 +11%
State Street
8
State Street
Massachusetts
$701K +$117K +1,247 +17%
PPA
9
Parametric Portfolio Associates
Washington
$645K -$63.2K -674 -8%
Millennium Management
10
Millennium Management
New York
$604K -$54K -576 -7%
BCM
11
Bridgeway Capital Management
Texas
$599K -$162K -1,730 -19%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$585K -$14.2K -152 -2%
Northern Trust
13
Northern Trust
Illinois
$517K +$30.3K +323 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$391K +$30K +320 +7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$363K +$33.3K +355 +9%
Deutsche Bank
16
Deutsche Bank
Germany
$361K +$36.5K +390 +10%
JP Morgan Chase
17
JP Morgan Chase
New York
$338K -$41.4K -442 -10%
SIM
18
Spark Investment Management
New York
$335K – – –
WFI
19
West Family Investments
California
$333K +$376K +4,013 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$230K – – –
TCIM
21
TIAA CREF Investment Management
New York
$217K +$13.9K +148 +6%
BA
22
Bard Associates
Illinois
$125K -$9.37K -100 -6%
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$124K +$95.9K +1,023 +217%
Charles Schwab
24
Charles Schwab
California
$120K – – –
VKH
25
Virtu KCG Holdings
New York
$120K +$135K +1,441 New
1
2

MDLY Hedge Fund Activity: Q1 2017 in Review

44 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Medley Management Inc (MDLY) for Q1 2017, worth a combined $33.2M — down 17% from $39.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MDLY positions and 2 closed out — a net gain of 3 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, adding an estimated $3.22M. The largest seller was Wells Fargo, cutting an estimated $580K.

  • 44 institutional investors held Medley Management Inc (MDLY) as of Q1 2017, down from 46 in Q4 2016.
  • Funds reported $33.2M of Medley Management Inc stock for Q1 2017, down 17% quarter-over-quarter.
  • 5 funds opened new Medley Management Inc positions in Q1 2017 and 2 closed out, a net change of +3 holders.
  • The largest Medley Management Inc buyer in Q1 2017 was BlackRock, an estimated $3.22M added.
  • The largest Medley Management Inc seller in Q1 2017 was Wells Fargo, an estimated $580K sold.

Based on aggregated 13F filings for Q1 2017.