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Medallion Financial
MFIN

Overview Fund Activity

65 hedge funds and large institutions have $40M invested in Medallion Financial in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
31
Closed
12
Calls
$531K
Puts
$1.67M
Net Calls
-$1.14M
Net Calls Change
-$752K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$9.45M
2
UBS Group
2
UBS Group
Switzerland
$2.95M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$286K
4
AWCI
4
Alpine Woods Capital Investors
New York
$453K
5
VKH
5
Virtu KCG Holdings
New York
$200K

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$704K
2
WA
2
Wasatch Advisors
Utah
$1.51M
3
RCM
3
Rotella Capital Management
Washington
$0
4
SC
4
Selz Capital
New York
$3.02M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$349K
Name Market Value Shares Shares
Change 		Shares
Change %
LSV Asset Management
1
LSV Asset Management
Illinois
$9.45M 1,341,627 +486,269 +57%
SC
2
Selz Capital
New York
$3.02M 429,000 -119,000 -22%
UBS Group
3
UBS Group
Switzerland
$2.95M 418,466 +67,504 +19%
Morgan Stanley
4
Morgan Stanley
New York
$2.83M 401,618 -42,147 -9%
AllianceBernstein
5
AllianceBernstein
Tennessee
$2.14M 304,601 -57,250 -16%
WA
6
Wasatch Advisors
Utah
$1.51M 214,050 -332,000 -61%
AR
7
Advisory Research
Illinois
$1.24M 176,699 -18,087 -9%
OMC
8
Overbrook Management Corp
New York
$1.14M 161,440 – –
SMDAM
9
Sumitomo Mitsui DS Asset Management
Japan
$1.11M 158,110 -28,370 -15%
GI
10
GAMCO Investors
Connecticut
$926K 131,500 -3,000 -2%
CIM
11
Confluence Investment Management
Missouri
$904K 128,353 -65,000 -34%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$805K 114,405 -8,100 -7%
SCM
13
Summit Capital Management
Washington
$783K 111,259 -37,989 -25%
AIG
14
American International Group
New York
$748K 106,223 -669 -0.6%
Stifel Financial
15
Stifel Financial
Missouri
$711K 100,977 -3,850 -4%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$704K 100,000 -530,000 -84%
TA
17
Teton Advisors
New York
$704K 100,000 – –
HK
18
Horizon Kinetics
New York
$656K 93,158 -4,900 -5%
BCM
19
Bridgeway Capital Management
Texas
$617K 87,611 – –
Two Sigma Advisers
20
Two Sigma Advisers
New York
$559K 79,446 -33,016 -29%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$538K 76,400 -1,021 -1%
AWCI
22
Alpine Woods Capital Investors
New York
$453K 64,404 +30,000 +87%
Deutsche Bank
23
Deutsche Bank
Germany
$423K 60,251 -434 -0.7%
GF
24
Gabelli Funds
New York
$423K 60,024 – –
OIA
25
Optimum Investment Advisors
Illinois
$422K 60,000 – –
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