Medalist Diversified Inc
MDRR
5 hedge funds and large institutions have $117K invested in Medalist Diversified Inc in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 2 closing their positions.
3.62% less ownership
Funds ownership: 4.41% → 0.79% (-3.6%)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
80% less capital invested
Capital invested by funds: $593K → $117K (-$476K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$62.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$545K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.49K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$299 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HHGA
1
Halbert Hargrove Global Advisors
Long Beach,
California
| $66.5K | +$62.4K | +5,000 | New |
|
2
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $36.6K | – | – | – |
|
|
HCM
3
Hollencrest Capital Management
Newport Beach,
California
| $13.3K | – | – | – |
|
4
Nisa Investment Advisors
St. Louis,
Missouri
| $945 | – | – | – |
|
|
5
Bank of America
Charlotte,
North Carolina
| $80 | -$299 | -24 | -80% |
|
|
EWA
6
EP Wealth Advisors
Torrance,
California
| – | -$545K | -45,345 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$2.49K | -207 | Closed |
|
MDRR Hedge Fund Activity: Q4 2024 in Review
5 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Medalist Diversified Inc (MDRR) for Q4 2024, worth a combined $117K — down 80% from $593K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MDRR and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 0 added.
The largest buyer was Halbert Hargrove Global Advisors, opening a new position worth an estimated $62.4K. The largest seller was EP Wealth Advisors, exiting entirely with an estimated $545K sold.
- 5 institutional investors held Medalist Diversified Inc (MDRR) as of Q4 2024, down from 6 in Q3 2024.
- Funds reported $117K of Medalist Diversified Inc stock for Q4 2024, down 80% quarter-over-quarter.
- 1 fund opened new Medalist Diversified Inc positions in Q4 2024 and 2 closed out, a net change of -1 holder.
- The largest Medalist Diversified Inc buyer in Q4 2024 was Halbert Hargrove Global Advisors, an estimated $62.4K added.
- The largest Medalist Diversified Inc seller in Q4 2024 was EP Wealth Advisors, an estimated $545K sold.
Based on aggregated 13F filings for Q4 2024.