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Medallion Financial
MFIN

Overview Fund Activity

86 hedge funds and large institutions have $104M invested in Medallion Financial in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-5
Holders Change %
-5.49%
% of All Funds
2.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
22
Reduced
26
Closed
24
Calls
$271K
Puts
$6.17M
Net Calls
-$5.9M
Net Calls Change
-$5.59M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$3.44M
2
WA
Wasatch Advisors
Utah
$2.32M
3
Stifel Financial
Stifel Financial
Missouri
$2.36M
4
Deutsche Bank
Deutsche Bank
Germany
$2.33M
5
SCM
Summit Capital Management
Washington
$1.42M

Top Sellers

1
MCP
Moab Capital Partners
New York
$6.48M
2
BFA
BlackRock Fund Advisors
California
$0
3
State Street
State Street
Massachusetts
$1.01M
4
BIT
BlackRock Institutional Trust
California
$0
5
PAM
Panagora Asset Management
Massachusetts
$419K
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$16.8M +$622K +49,885 +4%
LSV Asset Management
2
LSV Asset Management
Illinois
$8.04M – – –
U
3
UBS
Switzerland
$6.87M -$1.67M -133,885 -20%
MCP
4
Moab Capital Partners
New York
$6.48M -$8.44M -677,036 -57%
Morgan Stanley
5
Morgan Stanley
New York
$5.38M +$760K +61,009 +16%
CIM
6
Confluence Investment Management
Missouri
$3.93M +$192K +15,422 +5%
AllianceBernstein
7
AllianceBernstein
Tennessee
$3.44M +$3.23M +259,242 +1,515%
NC
8
Northpointe Capital
Michigan
$3.21M +$972K +77,975 +43%
CRM
9
Cramer Rosenthal McGlynn
Connecticut
$3.12M – – –
COPPSERS
10
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.55M +$1.31M +105,086 +105%
Stifel Financial
11
Stifel Financial
Missouri
$2.36M +$1.55M +124,204 +190%
Deutsche Bank
12
Deutsche Bank
Germany
$2.33M +$1.54M +123,981 +195%
WA
13
Wasatch Advisors
Utah
$2.32M +$2.32M +185,777 New
Northern Trust
14
Northern Trust
Illinois
$2.14M -$1.38M -111,030 -39%
Two Sigma Investments
15
Two Sigma Investments
New York
$1.92M +$460K +36,926 +32%
GI
16
GAMCO Investors
Connecticut
$1.76M – – –
Millennium Management
17
Millennium Management
New York
$1.72M +$1.3M +104,639 +316%
PA
18
Pinnacle Associates
New York
$1.5M -$156K -12,553 -9%
SCM
19
Summit Capital Management
Washington
$1.42M +$1.42M +113,864 New
TA
20
Teton Advisors
New York
$1.25M – – –
HK
21
Horizon Kinetics
New York
$1.24M +$1.25K +100 +0.1%
Goldman Sachs
22
Goldman Sachs
New York
$1.18M +$594K +47,650 +101%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$1.17M +$31.8K +2,554 +3%
AAM
24
Advisors Asset Management
Colorado
$1.15M -$1.57M -126,039 -58%
PP
25
Paloma Partners
Connecticut
$1.14M +$1.14M +91,700 New
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