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Medallion Financial
MFIN

69 hedge funds and large institutions have $76.1M invested in Medallion Financial in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

7% less capital invested

Capital invested by funds: $82.2M → $76.1M (-$6.13M)

14% less funds holding

Funds holding: 80 → 69 (-11)

23% less call options, than puts

Call options by funds: $1.3M | Put options by funds: $1.69M

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

Holders
69
Holders Change
-11
Holders Change %
-13.75%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
26
Reduced
14
Closed
21
Calls
$1.3M
Puts
$1.69M
Net Calls
-$383K
Net Calls Change
+$7.31M

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$5.79M
2
WA
Wasatch Advisors
Utah
+$3.12M
3
AR
Advisory Research
Illinois
+$2.39M
4
MHP
Manatuck Hill Partners
Connecticut
+$2.18M
5
Two Sigma Investments
Two Sigma Investments
New York
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$13.5M
2
NC
Northpointe Capital
Michigan
-$1.57M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.54M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.14M
5
PA
Pinnacle Associates
New York
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCCM
76
Nine Chapters Capital Management
New Jersey
– -$561K -48,100 Closed
PP
77
PDT Partners
New York
– -$301K -25,791 Closed
HNB
78
Huntington National Bank
Ohio
– -$262K -22,500 Closed
M&T Bank
79
M&T Bank
New York
– -$215K -18,437 Closed
RCM
80
Rotella Capital Management
Washington
– -$157K -13,463 Closed
YMRC
81
Yorktown Management & Research Company
Virginia
– -$152K -13,000 Closed
AQR Capital Management
82
AQR Capital Management
Connecticut
– -$152K -12,995 Closed
Nisa Investment Advisors
83
Nisa Investment Advisors
Missouri
– -$128K -11,000 Closed
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
– -$123K -10,561 Closed
PG
85
PEAK6 Group
Illinois
– -$76.3K -6,992 Closed
NFA
86
Nationwide Fund Advisors
Ohio
– -$37K -3,152 Closed
Ameriprise
87
Ameriprise
Minnesota
– -$18K -1,616 Closed
GAM
88
Gemmer Asset Management
California
– -$12K -1,000 Closed
MFS
89
MSI Financial Services
Massachusetts
– -$7K -638 Closed
WA
90
WFG Advisors
Texas
– -$5K -465 Closed
1 2 3
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MFIN Hedge Fund Activity: Q4 2014 in Review

69 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Medallion Financial (MFIN) for Q4 2014, worth a combined $76.1M — down 7.5% from $82.2M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of MFIN and 13 opened new positions — a net loss of 8 holders — while 14 trimmed existing stakes and 26 added.

The largest buyer was AllianceBernstein, adding an estimated $5.79M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $13.5M sold.

  • 69 institutional investors held Medallion Financial (MFIN) as of Q4 2014, down from 80 in Q3 2014.
  • Funds reported $76.1M of Medallion Financial stock for Q4 2014, down 7.5% quarter-over-quarter.
  • 13 funds opened new Medallion Financial positions in Q4 2014 and 21 closed out, a net change of -8 holders.
  • The largest Medallion Financial buyer in Q4 2014 was AllianceBernstein, an estimated $5.79M added.
  • The largest Medallion Financial seller in Q4 2014 was Dimensional Fund Advisors, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2014.