Medallion Financial
MFIN
69 hedge funds and large institutions have $66.6M invested in Medallion Financial in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 31 reducing their positions, and 10 closing their positions.
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
0% more funds holding
Funds holding: 69 → 69 (0)
12% less capital invested
Capital invested by funds: $76.1M → $66.6M (-$9.42M)
32% less call options, than puts
Call options by funds: $1.73M | Put options by funds: $2.54M
58% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.55M |
| 2 |
HCS
Harvest Capital Strategies
San Francisco,
California
|
+$2.63M |
| 3 |
MHP
Manatuck Hill Partners
Westport,
Connecticut
|
+$1.49M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.03M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$546K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
-$1.94M |
| 2 |
Two Sigma Investments
New York
|
-$1.9M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$1.71M |
| 4 |
CPIM
Columbia Partners Investment Management
Alexandria,
Virginia
|
-$1.62M |
| 5 |
State Street
Boston,
Massachusetts
|
-$852K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
76
McGlinn Capital Management
Wyomissing,
Pennsylvania
| – | -$45K | -4,500 | Closed |
|
77
Parallax Volatility Advisers
San Francisco,
California
| – | -$20K | -1,998 | Closed |
|
|
JFGIW
78
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$10K | -1,000 | Closed |
|
|
GWS
79
Glassman Wealth Services
Vienna,
Virginia
| – | -$4K | -424 | Closed |
|
MFIN Hedge Fund Activity: Q1 2015 in Review
69 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Medallion Financial (MFIN) for Q1 2015, worth a combined $66.6M — down 12% from $76.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new MFIN positions and 10 closed out — a net gain of 1 holder — while 13 added to existing stakes and 31 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.55M. The largest seller was Advisory Research, cutting an estimated $1.94M.
- 69 institutional investors held Medallion Financial (MFIN) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $66.6M of Medallion Financial stock for Q1 2015, down 12% quarter-over-quarter.
- 11 funds opened new Medallion Financial positions in Q1 2015 and 10 closed out, a net change of +1 holder.
- The largest Medallion Financial buyer in Q1 2015 was Morgan Stanley, an estimated $3.55M added.
- The largest Medallion Financial seller in Q1 2015 was Advisory Research, an estimated $1.94M sold.
Based on aggregated 13F filings for Q1 2015.