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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
CSS
51
Cubist Systematic Strategies
Connecticut
$150K +$127K +15,223 New
CCB
52
Cutter & Co Brokerage
Missouri
$146K -$29.1K -3,500 -19%
LPL Financial
53
LPL Financial
California
$138K
JFG
54
Jefferies Financial Group
New York
$138K
QC
55
Quadrature Capital
United Kingdom
$133K -$381K -45,854 -77%
WG
56
Winton Group
United Kingdom
$117K +$98.6K +11,858 New
Dimensional Fund Advisors
57
Dimensional Fund Advisors
Texas
$113K
A
58
AJOVista
Massachusetts
$90.3K +$76.2K +9,168 New
UBS Group
59
UBS Group
Switzerland
$62.4K +$4.2K +505 +9%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$28.6K
SAM
61
Smartleaf Asset Management
Massachusetts
$19.9K +$16.6K +2,000 New
IRC
62
Investors Research Corp
Georgia
$17.7K
BF
63
BOK Financial
Oklahoma
$13.2K
AWM
64
Avior Wealth Management
Nebraska
$9.26K
Wells Fargo
65
Wells Fargo
California
$8.14K +$58 +7 +0.9%
US Bancorp
66
US Bancorp
Minnesota
$4.92K -$4.16K -500 -50%
GAMC
67
Garner Asset Management Corp
Texas
$3.3K +$2.78K +334 New
CMBA
68
C.M. Bidwell & Associates
Hawaii
$2.83K
Fidelity Investments
69
Fidelity Investments
Massachusetts
$2.36K
Comerica Bank
70
Comerica Bank
Texas
$2.23K
PAS
71
Point72 Asia (Singapore)
Singapore
$1.97K +$1.66K +200 New
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$1.13K
ASN
73
Advisory Services Network
Georgia
$296 +$249 +30 New
KFI
74
Key Financial Inc
Pennsylvania
$59
NA
75
NewEdge Advisors
Louisiana
$40 -$3.18K -383 -99%

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.