Medallion Financial
MFIN
98 hedge funds and large institutions have $142M invested in Medallion Financial in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 4 closing their positions.
400% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 4
35% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 26
24% more call options, than puts
Call options by funds: $1.39M | Put options by funds: $1.12M
20% more funds holding
Funds holding: 82 → 98 (+16)
12% more capital invested
Capital invested by funds: $126M → $142M (+$15.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCP
Moab Capital Partners
Southampton,
New York
|
+$6.85M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$3.59M |
| 3 |
Two Sigma Investments
New York
|
+$2.5M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.55M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.36M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$427K |
| 4 |
LOM
Loeb Offshore Management
New York
|
-$372K |
| 5 |
WFM
Wilmington Funds Management
Wilmington,
Delaware
|
-$356K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
101
Osterweis Capital Management
San Francisco,
California
| – | -$65K | -4,310 | Closed |
|
102
Schroder Investment Management Group
London,
United Kingdom
| – | -$49.1K | -3,300 | Closed |
|
MFIN Hedge Fund Activity: Q4 2013 in Review
98 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Medallion Financial (MFIN) for Q4 2013, worth a combined $142M — up 12% from $126M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new MFIN positions and 4 closed out — a net gain of 16 holders — while 35 added to existing stakes and 26 trimmed.
The largest buyer was Moab Capital Partners, adding an estimated $6.85M. The largest seller was Vanguard Group, cutting an estimated $4.3M.
- 98 institutional investors held Medallion Financial (MFIN) as of Q4 2013, up from 82 in Q3 2013.
- Funds reported $142M of Medallion Financial stock for Q4 2013, up 12% quarter-over-quarter.
- 20 funds opened new Medallion Financial positions in Q4 2013 and 4 closed out, a net change of +16 holders.
- The largest Medallion Financial buyer in Q4 2013 was Moab Capital Partners, an estimated $6.85M added.
- The largest Medallion Financial seller in Q4 2013 was Vanguard Group, an estimated $4.3M sold.
Based on aggregated 13F filings for Q4 2013.