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Medallion Financial

58 hedge funds and large institutions have $35.3M invested in Medallion Financial in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,530% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $90K

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

4% more funds holding

Funds holding: 5658 (+2)

2% more capital invested

Capital invested by funds: $34.7M → $35.3M (+$589K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.21% less ownership

Funds ownership: 19.34%19.13% (-0.21%)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
17
Reduced
18
Closed
7
Calls
$2.37M
Puts
$90K
Net Calls
+$2.28M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
26
Squarepoint
New York
$231K +$200K +29,247 New
Jane Street
27
Jane Street
New York
$200K -$289K -42,212 -62%
SBIA
28
Sheaff Brock Investment Advisors
Indiana
$190K
CC
29
Corton Capital
Ontario, Canada
$186K +$90.4K +13,184 +127%
JP Morgan Chase
30
JP Morgan Chase
New York
$175K +$58.4K +8,516 +63%
Two Sigma Investments
31
Two Sigma Investments
New York
$172K +$78K +11,376 +110%
RWM
32
Ritholtz Wealth Management
New York
$161K -$124K -18,025 -47%
Goldman Sachs
33
Goldman Sachs
New York
$150K -$48.5K -7,069 -27%
CCB
34
Cutter & Co Brokerage
Missouri
$145K +$125K +18,300 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$125K +$13.4K +1,958 +14%
RJA
36
Raymond James & Associates
Florida
$124K
LPL Financial
37
LPL Financial
California
$115K +$10.6K +1,550 +12%
LP
38
LMR Partners
United Kingdom
$113K +$97.7K +14,259 New
American Century Companies
39
American Century Companies
Missouri
$111K
TRCT
40
Tower Research Capital (TRC)
New York
$102K +$43.8K +6,391 +98%
Morgan Stanley
41
Morgan Stanley
New York
$99.6K -$147K -21,495 -63%
DU
42
Delphia (USA)
Ontario, Canada
$96.8K +$83.9K +12,235 New
QC
43
Quadrature Capital
United Kingdom
$95.6K +$82.2K +11,993 New
SFO
44
Stokes Family Office
Louisiana
$91.1K -$16.6K -2,422 -17%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$90.6K
UBS Group
46
UBS Group
Switzerland
$45.6K -$15.9K -2,322 -29%
RI
47
Ridgewood Investments
New Jersey
$39.5K
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$23K +$19.9K +2,905 New
Bank of America
49
Bank of America
North Carolina
$16.8K -$338K -49,360 -96%
IRC
50
Investors Research Corp
Georgia
$14.2K

MFIN Hedge Fund Activity: Q2 2023 in Review

58 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Medallion Financial (MFIN) for Q2 2023, worth a combined $35.3M — up 1.7% from $34.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MFIN positions and 7 closed out — a net gain of 2 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was Millennium Management, adding an estimated $778K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $412K sold.

  • 58 institutional investors held Medallion Financial (MFIN) as of Q2 2023, up from 56 in Q1 2023.
  • Funds reported $35.3M of Medallion Financial stock for Q2 2023, up 1.7% quarter-over-quarter.
  • 9 funds opened new Medallion Financial positions in Q2 2023 and 7 closed out, a net change of +2 holders.
  • The largest Medallion Financial buyer in Q2 2023 was Millennium Management, an estimated $778K added.
  • The largest Medallion Financial seller in Q2 2023 was Susquehanna International Group, an estimated $412K sold.

Based on aggregated 13F filings for Q2 2023.