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Medallion Financial

76 hedge funds and large institutions have $51.2M invested in Medallion Financial in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $2.76M | Put options by funds: $1.1M

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

50% more capital invested

Capital invested by funds: $34.2M → $51.2M (+$17M)

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

7% more funds holding

Funds holding: 7176 (+5)

1.39% more ownership

Funds ownership: 20.87%22.26% (+1.4%)

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
23
Reduced
19
Closed
9
Calls
$2.76M
Puts
$1.1M
Net Calls
+$1.66M
Net Calls Change
+$8.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$526K +$444K +53,445 New
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$519K +$401K +48,225 +1,070%
Morgan Stanley
28
Morgan Stanley
New York
$505K +$320K +38,509 +302%
SIA
29
Soltis Investment Advisors
Utah
$481K
CC
30
Corton Capital
Ontario, Canada
$455K +$167K +20,077 +77%
Man Group
31
Man Group
United Kingdom
$452K +$381K +45,842 New
Squarepoint
32
Squarepoint
New York
$422K -$121K -14,588 -25%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$392K +$8 +1 +0%
JP Morgan Chase
34
JP Morgan Chase
New York
$382K +$150K +18,079 +87%
Bank of America
35
Bank of America
North Carolina
$376K +$299K +35,985 +1,655%
RWM
36
Ritholtz Wealth Management
New York
$371K +$34.4K +4,144 +12%
ECM
37
ExodusPoint Capital Management
New York
$356K +$301K +36,182 New
Barclays
38
Barclays
United Kingdom
$353K +$231K +27,783 +344%
Northern Trust
39
Northern Trust
Illinois
$339K +$12.5K +1,500 +5%
IWM
40
IHT Wealth Management
Illinois
$285K +$31.4K +3,781 +15%
Goldman Sachs
41
Goldman Sachs
New York
$241K +$43.2K +5,191 +27%
6CM
42
683 Capital Management
New York
$240K +$203K +24,397 New
SBIA
43
Sheaff Brock Investment Advisors
Indiana
$236K
DA
44
Denali Advisors
California
$220K +$85.6K +10,300 +86%
OA
45
Oracle Alpha
Ontario, Canada
$199K +$168K +20,199 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$190K -$23.2K -2,795 -13%
Citadel Advisors
47
Citadel Advisors
Florida
$186K -$222K -26,730 -59%
JF
48
Jump Financial
Illinois
$161K +$136K +16,321 New
RJA
49
Raymond James & Associates
Florida
$155K
HIM
50
Hillsdale Investment Management
Ontario, Canada
$155K -$12.5K -1,500 -9%

MFIN Hedge Fund Activity: Q4 2023 in Review

76 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Medallion Financial (MFIN) for Q4 2023, worth a combined $51.2M — up 50% from $34.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MFIN positions and 9 closed out — a net gain of 5 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was Jane Street, adding an estimated $628K. The largest seller was Millennium Management, cutting an estimated $527K.

  • 76 institutional investors held Medallion Financial (MFIN) as of Q4 2023, up from 71 in Q3 2023.
  • Funds reported $51.2M of Medallion Financial stock for Q4 2023, up 50% quarter-over-quarter.
  • 14 funds opened new Medallion Financial positions in Q4 2023 and 9 closed out, a net change of +5 holders.
  • The largest Medallion Financial buyer in Q4 2023 was Jane Street, an estimated $628K added.
  • The largest Medallion Financial seller in Q4 2023 was Millennium Management, an estimated $527K sold.

Based on aggregated 13F filings for Q4 2023.