We are live on ! Find out more
MFIN icon

Medallion Financial

84 hedge funds and large institutions have $51.7M invested in Medallion Financial in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $1.97M | Put options by funds: $963K

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

11% more funds holding

Funds holding: 7684 (+8)

5.59% more ownership

Funds ownership: 22.26%27.85% (+5.6%)

1% more capital invested

Capital invested by funds: $51.2M → $51.7M (+$494K)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
24
Reduced
20
Closed
9
Calls
$1.97M
Puts
$963K
Net Calls
+$1.01M
Net Calls Change
-$648K
Name Holding Trade Value Shares
Change
Change in
Stake
SSA
51
Schonfeld Strategic Advisors
New York
$169K +$192K +21,400 New
BAM
52
Belpointe Asset Management
Nevada
$169K +$192K +21,358 New
FCA
53
Fortis Capital Advisors
Kansas
$169K +$192K +21,358 New
OA
54
Oracle Alpha
Ontario, Canada
$148K -$13.7K -1,522 -8%
YIH
55
Y-Intercept (HK)
Hong Kong
$139K +$158K +17,548 New
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$137K -$18.4K -2,050 -11%
OAC
57
OMERS Administration Corp
Ontario, Canada
$128K +$146K +16,200 New
RJA
58
Raymond James & Associates
Florida
$124K
HIM
59
Hillsdale Investment Management
Ontario, Canada
$124K
CCB
60
Cutter & Co Brokerage
Missouri
$117K
JFG
61
Jefferies Financial Group
New York
$112K +$899 +100 +0.7%
LPL Financial
62
LPL Financial
California
$108K -$3.01K -335 -2%
PCIA
63
Prime Capital Investment Advisors
Kansas
$94.9K +$108K +12,000 New
CSS
64
Cubist Systematic Strategies
Connecticut
$92.3K -$31.9K -3,552 -23%
Dimensional Fund Advisors
65
Dimensional Fund Advisors
Texas
$90.6K
LP
66
LMR Partners
United Kingdom
$88.9K +$101K +11,245 New
PP
67
PDT Partners
New York
$86.2K +$97.9K +10,896 New
BHCM
68
Brevan Howard Capital Management
Jersey
$82.2K +$93.4K +10,393 New
UBS Group
69
UBS Group
Switzerland
$46.7K -$3.77K -420 -7%
SAM
70
Smartleaf Asset Management
Massachusetts
$15.7K
IRC
71
Investors Research Corp
Georgia
$14.2K
BF
72
BOK Financial
Oklahoma
$10.8K
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$7.95K -$17.1K -1,900 -65%
AWM
74
Avior Wealth Management
Nebraska
$7.43K
Wells Fargo
75
Wells Fargo
California
$6.52K -$27 -3 -0.4%

MFIN Hedge Fund Activity: Q1 2024 in Review

84 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Medallion Financial (MFIN) for Q1 2024, worth a combined $51.7M — up 0.96% from $51.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MFIN positions and 9 closed out — a net gain of 8 holders — while 24 added to existing stakes and 20 trimmed.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $2.46M. The largest seller was ExodusPoint Capital Management, exiting entirely with an estimated $356K sold.

  • 84 institutional investors held Medallion Financial (MFIN) as of Q1 2024, up from 76 in Q4 2023.
  • Funds reported $51.7M of Medallion Financial stock for Q1 2024, up 0.96% quarter-over-quarter.
  • 17 funds opened new Medallion Financial positions in Q1 2024 and 9 closed out, a net change of +8 holders.
  • The largest Medallion Financial buyer in Q1 2024 was Deutsche Bank, an estimated $2.46M added.
  • The largest Medallion Financial seller in Q1 2024 was ExodusPoint Capital Management, an estimated $356K sold.

Based on aggregated 13F filings for Q1 2024.