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Medallion Financial
MFIN

Overview Fund Activity

82 hedge funds and large institutions have $126M invested in Medallion Financial in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 3 closing their positions.

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
2.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
34
Reduced
23
Closed
3
Calls
$2.22M
Puts
$1M
Net Calls
+$1.22M
Net Calls Change
+$2.07M

Top Buyers

1
OIA
1
Optimum Investment Advisors
Illinois
$893K
2
BFA
2
BlackRock Fund Advisors
California
$8.03M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$9.74M
4
LOM
4
Loeb Offshore Management
New York
$372K
5
Northern Trust
5
Northern Trust
Illinois
$4.89M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.44M
2
NC
2
Northpointe Capital
Michigan
$2.35M
3
BIT
3
BlackRock Institutional Trust
California
$11M
4
Goldman Sachs
4
Goldman Sachs
New York
$814K
5
COPPSERS
5
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$19.3M 1,299,061 +11,542 +0.9%
BIT
2
BlackRock Institutional Trust
California
$11M 739,620 -24,561 -3%
LSV Asset Management
3
LSV Asset Management
Illinois
$9.74M 654,881 +28,209 +5%
BFA
4
BlackRock Fund Advisors
California
$8.03M 539,368 +54,723 +11%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.47M 501,621 +5,320 +1%
State Street
6
State Street
Massachusetts
$5.29M 355,378 +4,037 +1%
Northern Trust
7
Northern Trust
Illinois
$4.89M 328,331 +17,737 +6%
CIM
8
Confluence Investment Management
Missouri
$4.74M 318,330 – –
U
9
UBS
Switzerland
$4.74M 318,292 +15,366 +5%
Morgan Stanley
10
Morgan Stanley
New York
$4.44M 298,423 -66,338 -18%
AAM
11
Advisors Asset Management
Colorado
$3.01M 202,458 -13,927 -6%
PAM
12
Panagora Asset Management
Massachusetts
$2.53M 170,210 +1,546 +0.9%
NC
13
Northpointe Capital
Michigan
$2.35M 157,948 -27,785 -15%
GI
14
GAMCO Investors
Connecticut
$2.1M 141,000 +4,900 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.79M 120,387 +2,428 +2%
Bank of America
16
Bank of America
North Carolina
$1.6M 107,546 +4,927 +5%
WFM
17
Wilmington Funds Management
Delaware
$1.56M 104,561 – –
HK
18
Horizon Kinetics
New York
$1.48M 99,628 -3,300 -3%
TC
19
TFS Capital
Pennsylvania
$1.47M 98,775 -18,646 -16%
PA
20
Pinnacle Associates
New York
$1.44M 97,021 -4,321 -4%
TA
21
Teton Advisors
New York
$1.41M 95,000 – –
MCP
22
Moab Capital Partners
New York
$1.34M 89,757 -2,800 -3%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$1.33M 89,513 -19,034 -18%
TCIM
24
TIAA CREF Investment Management
New York
$1.32M 88,958 +1,700 +2%
COPPSERS
25
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.31M 88,226 -19,200 -18%
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