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Medallion Financial
MFIN

Overview Fund Activity

86 hedge funds and large institutions have $104M invested in Medallion Financial in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-5
Holders Change %
-5.49%
% of All Funds
2.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
22
Reduced
26
Closed
24
Calls
$271K
Puts
$6.17M
Net Calls
-$5.9M
Net Calls Change
-$5.59M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$3.44M
2
WA
Wasatch Advisors
Utah
$2.32M
3
Stifel Financial
Stifel Financial
Missouri
$2.36M
4
Deutsche Bank
Deutsche Bank
Germany
$2.33M
5
SCM
Summit Capital Management
Washington
$1.42M

Top Sellers

1
MCP
Moab Capital Partners
New York
$6.48M
2
BFA
BlackRock Fund Advisors
California
$0
3
State Street
State Street
Massachusetts
$1.01M
4
BIT
BlackRock Institutional Trust
California
$0
5
PAM
Panagora Asset Management
Massachusetts
$419K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
76
MSI Financial Services
Massachusetts
$24K +$24K +1,961 New
Ameriprise
77
Ameriprise
Minnesota
$20K +$4.64K +375 +30%
WA
78
Waverly Advisors
Alabama
$12K -$6.87K -529 -36%
Creative Planning
79
Creative Planning
Kansas
$10K -$1.24K -100 -11%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K -$212K -17,031 -96%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$7K +$7K +530 New
GAM
82
Gemmer Asset Management
California
$6K +$6K +500 New
TA
83
Teachers Advisors
New York
$2K -$341K -29,795 -99%
AWCI
84
Alpine Woods Capital Investors
New York
$1.7K +$100 +8,000 +6%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$1.52K +$1.52K +122 New
TCIM
86
TIAA CREF Investment Management
New York
$1K -$977K -85,990 -100%
BFA
87
BlackRock Fund Advisors
California
– -$7.83M -592,479 Closed
BIT
88
BlackRock Institutional Trust
California
– -$3.22M -243,676 Closed
Vanguard Group
89
Vanguard Group
Pennsylvania
– -$1.3M -98,367 Closed
BIM
90
BlackRock Investment Management
Delaware
– -$970K -73,441 Closed
Mirae Asset Global Investments
91
Mirae Asset Global Investments
South Korea
– -$930K -70,400 Closed
RFC
92
Russell Frank Company
Washington
– -$776K -58,706 Closed
California State Teachers Retirement System (CalSTRS)
93
California State Teachers Retirement System (CalSTRS)
California
– -$510K -38,601 Closed
AR
94
Advisory Research
Illinois
– -$490K -37,060 Closed
SMDAM
95
Sumitomo Mitsui DS Asset Management
Japan
– -$489K -37,060 Closed
Charles Schwab
96
Charles Schwab
California
– -$409K -30,900 Closed
RhumbLine Advisers
97
RhumbLine Advisers
Massachusetts
– -$317K -24,028 Closed
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
– -$303K -22,902 Closed
VOYA Investment Management
99
VOYA Investment Management
Georgia
– -$299K -22,641 Closed
Arrowstreet Capital
100
Arrowstreet Capital
Massachusetts
– -$298K -22,570 Closed
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