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Medallion Financial

71 hedge funds and large institutions have $34.2M invested in Medallion Financial in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
71
Holders Change
+13
Holders Change %
+22.41%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
20
Reduced
15
Closed
5
Calls
$1.59M
Puts
$8.08M
Net Calls
-$6.49M
Net Calls Change
-$8.77M
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
26
Soltis Investment Advisors
Utah
$343K
Citadel Advisors
27
Citadel Advisors
Florida
$320K +$15K +2,137 +5%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$279K
RWM
29
Ritholtz Wealth Management
New York
$235K +$92.3K +13,155 +65%
Northern Trust
30
Northern Trust
Illinois
$231K -$20.8K -2,958 -8%
American Century Companies
31
American Century Companies
Missouri
$224K +$126K +17,885 +128%
CCM
32
Cox Capital Management
Massachusetts
$218K +$218K +31,030 New
CC
33
Corton Capital
Ontario, Canada
$183K +$17.9K +2,543 +11%
IWM
34
IHT Wealth Management
Illinois
$176K +$176K +25,134 New
SBIA
35
Sheaff Brock Investment Advisors
Indiana
$168K
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$155K +$44.4K +6,347 +40%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$146K -$9.44K -1,344 -6%
Goldman Sachs
38
Goldman Sachs
New York
$136K +$2.79K +397 +2%
PFG
39
PAX Financial Group
Texas
$130K +$130K +18,536 New
CCB
40
Cutter & Co Brokerage
Missouri
$128K
EI
41
EAM Investors
California
$125K +$125K +17,863 New
HIM
42
Hillsdale Investment Management
Ontario, Canada
$121K +$121K +17,200 New
RJA
43
Raymond James & Associates
Florida
$110K
LPL Financial
44
LPL Financial
California
$98.4K -$3.83K -545 -4%
JFG
45
Jefferies Financial Group
New York
$98.3K +$98.3K +14,000 New
Morgan Stanley
46
Morgan Stanley
New York
$89.4K +$1.03K +147 +1%
DA
47
Denali Advisors
California
$84.2K +$84.2K +12,000 New
Jane Street
48
Jane Street
New York
$83.9K -$93.9K -13,379 -53%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$80.4K
TI
50
Trexquant Investment
Connecticut
$71.6K +$71.6K +10,203 New