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MDLY

Medley Management Inc
MDLY

Delisted

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

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: 4552 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1
American Financial Group
Ohio
$3.76M
Brown Advisory
2
Brown Advisory
Maryland
$3.55M -$31.5K -505 -0.9%
Wells Fargo
3
Wells Fargo
California
$2.06M +$39.7K +638 +2%
BlackRock
4
BlackRock
New York
$1.92M -$300K -4,811 -14%
RA
5
Royce & Associates
New York
$1.71M -$195K -3,130 -11%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.44M -$43K -690 -3%
PAM
7
PVG Asset Management
Colorado
$1.31M +$1.25M +20,127 New
RA
8
Rational Advisors
New York
$1.09M +$1.04M +16,710 New
MERSOM
9
Municipal Employees' Retirement System of Michigan
Michigan
$999K +$263K +4,222 +38%
State Street
10
State Street
Massachusetts
$496K -$27.5K -442 -5%
PPA
11
Parametric Portfolio Associates
Washington
$472K -$16.2K -260 -3%
BCM
12
Bridgeway Capital Management
Texas
$406K
Northern Trust
13
Northern Trust
Illinois
$397K -$5.17K -83 -1%
Renaissance Technologies
14
Renaissance Technologies
New York
$321K -$195K -3,132 -39%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$289K +$4.73K +76 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$279K -$5.98K -96 -2%
WFI
17
West Family Investments
California
$261K
Deutsche Bank
18
Deutsche Bank
Germany
$160K +$45.4K +728 +41%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$158K +$149K +2,395 +6,843%
Citigroup
20
Citigroup
New York
$146K +$4.11K +66 +3%
TCIM
21
TIAA CREF Investment Management
New York
$138K -$2.93K -47 -2%
YMRC
22
Yorktown Management & Research Company
Virginia
$130K +$125K +2,000 New
Morgan Stanley
23
Morgan Stanley
New York
$129K +$33.5K +538 +37%
SRAM
24
Stone Ridge Asset Management
New York
$125K +$120K +1,930 New
BA
25
Bard Associates
Illinois
$98K

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.