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Medallion Financial
MFIN

Overview Fund Activity

91 hedge funds and large institutions have $131M invested in Medallion Financial in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 17 closing their positions.

Holders
91
Holders Change
-7
Holders Change %
-7.14%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
11
Increased
32
Reduced
28
Closed
17
Calls
$983K
Puts
$1.29M
Net Calls
-$307K
Net Calls Change
-$578K

Top Buyers

1
MCP
1
Moab Capital Partners
New York
$15.8M
2
U
2
UBS
Switzerland
$9.06M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.9M
4
Stifel Financial
4
Stifel Financial
Missouri
$862K
5
AAM
5
Advisors Asset Management
Colorado
$2.89M

Top Sellers

1
BIT
1
BlackRock Institutional Trust
California
$3.22M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.3M
3
TC
3
TFS Capital
Pennsylvania
$0
4
NI
4
Numeric Investors
Massachusetts
$0
5
EI
5
EAM Investors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$17.2M 1,302,105 -2,650 -0.2%
MCP
2
Moab Capital Partners
New York
$15.8M 1,197,384 +669,202 +127%
U
3
UBS
Switzerland
$9.06M 685,519 +334,643 +95%
LSV Asset Management
4
LSV Asset Management
Illinois
$8.52M 645,034 -8,400 -1%
BFA
5
BlackRock Fund Advisors
California
$7.83M 592,479 +4,423 +0.8%
State Street
6
State Street
Massachusetts
$5.16M 390,196 +27,506 +8%
Morgan Stanley
7
Morgan Stanley
New York
$4.9M 371,111 +66,023 +22%
CIM
8
Confluence Investment Management
Missouri
$3.96M 299,721 -8,109 -3%
Northern Trust
9
Northern Trust
Illinois
$3.73M 282,391 -81,578 -22%
CRM
10
Cramer Rosenthal McGlynn
Connecticut
$3.3M 250,000 +20,000 +9%
BIT
11
BlackRock Institutional Trust
California
$3.22M 243,676 -490,927 -67%
AAM
12
Advisors Asset Management
Colorado
$2.89M 218,454 +43,363 +25%
NC
13
Northpointe Capital
Michigan
$2.37M 179,318 +21,370 +14%
PAM
14
Panagora Asset Management
Massachusetts
$2.31M 175,131 +1,018 +0.6%
GI
15
GAMCO Investors
Connecticut
$1.86M 141,000 – –
PA
16
Pinnacle Associates
New York
$1.75M 132,664 -9,252 -7%
AWCI
17
Alpine Woods Capital Investors
New York
$1.7M 128,624 +17,000 +15%
Two Sigma Investments
18
Two Sigma Investments
New York
$1.55M 116,899 -78,621 -40%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.34M 101,618 -25,295 -20%
TA
20
Teton Advisors
New York
$1.32M 100,000 – –
COPPSERS
21
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.32M 99,626 +11,400 +13%
HK
22
Horizon Kinetics
New York
$1.31M 99,428 +600 +0.6%
Vanguard Group
23
Vanguard Group
Pennsylvania
$1.3M 98,367 -127,789 -57%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$1.2M 90,999 +9,093 +11%
BCM
25
Bridgeway Capital Management
Texas
$1.16M 87,611 – –
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