Medalist Diversified Inc
MDRR
8 hedge funds and large institutions have $552K invested in Medalist Diversified Inc in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
33% more funds holding
Funds holding: 6 → 8 (+2)
0.8% less ownership
Funds ownership: 4.21% → 3.42% (-0.8%)
4% less capital invested
Capital invested by funds: $576K → $552K (-$24.6K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.08K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$71 |
| 3 |
Citigroup
New York
|
+$12 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$61.5K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.15K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.07K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$62 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
HighTower Advisors
Chicago,
Illinois
| $464K | +$71 | +6 | +0% |
|
|
VCM
2
Vanguard Capital Management
Malvern,
Pennsylvania
| $61.2K | +$64K | +5,396 | New |
|
|
VFT
3
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
| $17.6K | +$18.4K | +1,551 | New |
|
|
4
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2.94K | +$3.08K | +260 | New |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $2.88K | -$2.15K | -181 | -42% |
|
|
6
UBS Group
Zurich,
Switzerland
| $2.25K | -$1.07K | -90 | -31% |
|
7
Nisa Investment Advisors
St. Louis,
Missouri
| $851 | – | – | – |
|
|
8
Citigroup
New York
| $11 | +$12 | +1 | New |
|
|
HHGA
9
Halbert Hargrove Global Advisors
Long Beach,
California
| – | -$61.5K | -5,000 | Closed |
|
|
10
Bank of America
Charlotte,
North Carolina
| – | -$62 | -5 | Closed |
|
MDRR Hedge Fund Activity: Q1 2026 in Review
8 of the 8,137 institutional investors tracked by Wall St. Rank reported a position in Medalist Diversified Inc (MDRR) for Q1 2026, worth a combined $552K — down 4.3% from $576K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MDRR positions and 2 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $3.08K. The largest seller was Halbert Hargrove Global Advisors, exiting entirely with an estimated $61.5K sold.
- 8 institutional investors held Medalist Diversified Inc (MDRR) as of Q1 2026, up from 6 in Q4 2025.
- Funds reported $552K of Medalist Diversified Inc stock for Q1 2026, down 4.3% quarter-over-quarter.
- 4 funds opened new Medalist Diversified Inc positions in Q1 2026 and 2 closed out, a net change of +2 holders.
- The largest Medalist Diversified Inc buyer in Q1 2026 was Carson Wealth (CWM LLC), an estimated $3.08K added.
- The largest Medalist Diversified Inc seller in Q1 2026 was Halbert Hargrove Global Advisors, an estimated $61.5K sold.
Based on aggregated 13F filings for Q1 2026.