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Medallion Financial

53 hedge funds and large institutions have $32.2M invested in Medallion Financial in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

421% more call options, than puts

Call options by funds: $516K | Put options by funds: $99K

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 5253 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.28% less ownership

Funds ownership: 19.97%19.69% (-0.28%)

5% less capital invested

Capital invested by funds: $34M → $32.2M (-$1.82M)

45% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 20

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
11
Reduced
20
Closed
4
Calls
$516K
Puts
$99K
Net Calls
+$417K
Net Calls Change
+$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$249K +$2.41K +344 +1%
RWM
27
Ritholtz Wealth Management
New York
$232K +$10.6K +1,509 +5%
Osaic Holdings
28
Osaic Holdings
Arizona
$231K
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$206K +$9.8K +1,399 +5%
SBIA
30
Sheaff Brock Investment Advisors
Indiana
$171K
TI
31
Trexquant Investment
Connecticut
$163K -$115K -16,411 -42%
Morgan Stanley
32
Morgan Stanley
New York
$160K +$59.6K +8,504 +61%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$156K +$30.2K +4,303 +25%
JP Morgan Chase
34
JP Morgan Chase
New York
$151K -$35.9K -5,124 -19%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$129K -$29.1K -4,159 -19%
RJA
36
Raymond James & Associates
Florida
$112K
Two Sigma Investments
37
Two Sigma Investments
New York
$103K -$170K -24,217 -63%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$98K +$89.6K +12,787 +1,224%
American Century Companies
39
American Century Companies
Missouri
$94.5K +$92.8K +13,238 New
LPL Financial
40
LPL Financial
California
$92.9K
MFS
41
Mirabella Financial Services
United Kingdom
$85.1K +$83.5K +11,913 New
Charles Schwab
42
Charles Schwab
California
$74.9K
Bank of America
43
Bank of America
North Carolina
$15.2K -$7.62K -1,087 -34%
US Bancorp
44
US Bancorp
Minnesota
$14.3K
IRC
45
Investors Research Corp
Georgia
$12.9K
UBS Group
46
UBS Group
Switzerland
$11.1K -$7.48K -1,067 -41%
Wells Fargo
47
Wells Fargo
California
$5.88K -$28 -4 -0.5%
HS
48
Horan Securities
United States
$3.57K
Fidelity Investments
49
Fidelity Investments
Massachusetts
$1.76K +$42 +6 +3%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$821 -$4.6K -656 -85%

MFIN Hedge Fund Activity: Q4 2022 in Review

53 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Medallion Financial (MFIN) for Q4 2022, worth a combined $32.2M — down 5.4% from $34M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MFIN positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 20 trimmed.

The largest buyer was LSV Asset Management, opening a new position worth an estimated $485K. The largest seller was Key Colony Management, cutting an estimated $2.11M.

  • 53 institutional investors held Medallion Financial (MFIN) as of Q4 2022, up from 52 in Q3 2022.
  • Funds reported $32.2M of Medallion Financial stock for Q4 2022, down 5.4% quarter-over-quarter.
  • 5 funds opened new Medallion Financial positions in Q4 2022 and 4 closed out, a net change of +1 holder.
  • The largest Medallion Financial buyer in Q4 2022 was LSV Asset Management, an estimated $485K added.
  • The largest Medallion Financial seller in Q4 2022 was Key Colony Management, an estimated $2.11M sold.

Based on aggregated 13F filings for Q4 2022.