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Medallion Financial
MFIN

Overview Fund Activity

71 hedge funds and large institutions have $72.7M invested in Medallion Financial in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
30
Reduced
14
Closed
11
Calls
$441K
Puts
$1.66M
Net Calls
-$1.22M
Net Calls Change
-$413K

Top Buyers

1
SC
1
Selz Capital
New York
$5.85M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.18M
3
OMC
3
Overbrook Management Corp
New York
$1.35M
4
MHP
4
Manatuck Hill Partners
Connecticut
$4.18M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.57M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.17M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$2.55M
3
UBS Group
3
UBS Group
Switzerland
$4.07M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$783K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$131K +$562 +68 +0.4%
PPA
52
Parametric Portfolio Associates
Washington
$127K -$14.1K -1,685 -10%
CIBC World Market
53
CIBC World Market
Ontario, Canada
$124K -$13.9K -1,665 -10%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$122K +$122K +14,558 New
VFA
55
Voya Financial Advisors
Connecticut
$108K +$2.58K +300 +2%
PAM
56
Panagora Asset Management
Massachusetts
$100K – – –
BW
57
Bison Wealth
Georgia
$93K – – –
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$85K +$176 +21 +0.2%
ST
59
Spinnaker Trust
Maine
$84K – – –
KT
60
Kanaly Trust
Texas
$50K – – –
Wells Fargo
61
Wells Fargo
California
$33K -$13.3K -1,600 -29%
Bank of America
62
Bank of America
North Carolina
$29K -$32.4K -3,766 -53%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$23K +$23K +2,700 New
Simplex Trading
64
Simplex Trading
Illinois
$19K +$19K +2,395 New
FHA
65
First Horizon Advisors
Tennessee
$16K +$16K +2,022 New
HCM
66
Highlander Capital Management
New Jersey
$14K -$21.2K -2,500 -60%
SSB
67
Sandy Spring Bank
Maryland
$11K – – –
TRCT
68
Tower Research Capital (TRC)
New York
$3K +$1.98K +193 +193%
JG
69
Jefferies Group
New York
$3K +$3K +347 New
BCM
70
Brookstone Capital Management
Illinois
$1K +$1K +119 New
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8 +$2 +221 +31%
HighTower Advisors
72
HighTower Advisors
Illinois
– -$753K -81,309 Closed
DCM
73
Dialectic Capital Management
Connecticut
– -$389K -42,000 Closed
KIA
74
King Investment Advisors
Texas
– -$365K -39,380 Closed
SRSA
75
S.R. Schill & Associates
Washington
– -$344K -37,113 Closed
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