Medalist Diversified Inc
MDRR
6 hedge funds and large institutions have $593K invested in Medalist Diversified Inc in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
117% more capital invested
Capital invested by funds: $273K → $593K (+$320K)
3.36% more ownership
Funds ownership: 1.05% → 4.41% (+3.4%)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$550K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.51K |
| 3 |
Nisa Investment Advisors
St. Louis,
Missouri
|
+$910 |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$291 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
-$89.1K |
| 2 |
Renaissance Technologies
New York
|
-$71.7K |
| 3 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$57.6K |
| 4 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$12.1K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$12 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
1
EP Wealth Advisors
Torrance,
California
| $545K | +$550K | +45,345 | New |
|
|
2
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $33K | -$12 | -1 | -0% |
|
|
HCM
3
Hollencrest Capital Management
Newport Beach,
California
| $12K | -$12.1K | -1,001 | -50% |
|
|
4
UBS Group
Zurich,
Switzerland
| $2.49K | +$2.51K | +207 | New |
|
|
5
Nisa Investment Advisors
St. Louis,
Missouri
| $926 | +$910 | +75 | New |
|
|
6
Bank of America
Charlotte,
North Carolina
| $360 | +$291 | +24 | +400% |
|
|
7
Geode Capital Management
Boston,
Massachusetts
| – | -$89.1K | -7,629 | Closed |
|
|
8
Renaissance Technologies
New York
| – | -$71.7K | -6,225 | Closed |
|
|
HHGA
9
Halbert Hargrove Global Advisors
Long Beach,
California
| – | -$57.6K | -5,000 | Closed |
|
MDRR Hedge Fund Activity: Q3 2024 in Review
6 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Medalist Diversified Inc (MDRR) for Q3 2024, worth a combined $593K — up 117% from $273K a quarter earlier.
Fund positioning in MDRR was balanced in Q3 2024: 3 funds opened new positions, 3 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $550K. The largest seller was Geode Capital Management, exiting entirely with an estimated $89.1K sold.
- 6 institutional investors held Medalist Diversified Inc (MDRR) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $593K of Medalist Diversified Inc stock for Q3 2024, up 117% quarter-over-quarter.
- 3 funds opened new Medalist Diversified Inc positions in Q3 2024 and 3 closed out, a net change of 0 holders.
- The largest Medalist Diversified Inc buyer in Q3 2024 was EP Wealth Advisors, an estimated $550K added.
- The largest Medalist Diversified Inc seller in Q3 2024 was Geode Capital Management, an estimated $89.1K sold.
Based on aggregated 13F filings for Q3 2024.