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Medallion Financial
MFIN

60 hedge funds and large institutions have $37M invested in Medallion Financial in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $634K

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

46% more capital invested

Capital invested by funds: $25.3M → $37M (+$11.7M)

25% more funds holding

Funds holding: 48 → 60 (+12)

7.29% more ownership

Funds ownership: 15.03% → 22.32% (+7.3%)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
60
Holders Change
+12
Holders Change %
+25%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
13
Reduced
14
Closed
7
Calls
$2.27M
Puts
$634K
Net Calls
+$1.64M
Net Calls Change
+$3.03M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$6.79M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.56M
3
State Street
State Street
Massachusetts
+$1.63M
4
EI
EAM Investors
California
+$779K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$689K

Top Sellers

Rank Fund Capital Flow
1
AG
Advisor Group
Arizona
-$812K
2
Citadel Advisors
Citadel Advisors
Florida
-$445K
3
Group One Trading
Group One Trading
Illinois
-$393K
4
TI
Trexquant Investment
Connecticut
-$218K
5
Wolverine Trading
Wolverine Trading
Illinois
-$182K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$6.67M +$6.79M +989,850 New
Wellington Management Group
2
Wellington Management Group
Massachusetts
$5.17M +$2.56M +373,850 +95%
Morgan Stanley
3
Morgan Stanley
New York
$3.87M -$42.7K -6,232 -1%
Stifel Financial
4
Stifel Financial
Missouri
$2.16M -$164K -23,950 -7%
SC
5
Selz Capital
New York
$1.69M – – –
State Street
6
State Street
Massachusetts
$1.6M +$1.63M +237,795 New
GI
7
GAMCO Investors
Connecticut
$1.58M – – –
TCM
8
Tieton Capital Management
Washington
$1.53M +$110K +16,070 +8%
TA
9
Teton Advisors
New York
$1.15M – – –
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.09M -$179K -26,099 -14%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$894K +$414K +60,359 +83%
EI
12
EAM Investors
California
$766K +$779K +113,634 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$676K +$689K +100,447 New
GF
14
Gabelli Funds
New York
$674K – – –
BCM
15
Bridgeway Capital Management
Texas
$663K – – –
Parallax Volatility Advisers
16
Parallax Volatility Advisers
California
$555K -$62K -9,041 -10%
Vanguard Group
17
Vanguard Group
Pennsylvania
$514K +$523K +76,244 New
AG
18
Advisor Group
Arizona
$484K -$812K -118,438 -62%
AA
19
Ancora Advisors
Ohio
$472K -$171K -25,000 -26%
Deutsche Bank
20
Deutsche Bank
Germany
$468K +$123K +17,934 +35%
CCM
21
Corsair Capital Management
New York
$433K -$37.9K -5,521 -8%
ZCA
22
Zeke Capital Advisors
Pennsylvania
$389K – – –
N
23
Nuveen
North Carolina
$349K +$355K +51,748 New
Charles Schwab
24
Charles Schwab
California
$289K +$294K +42,846 New
RI
25
Ridgewood Investments
New Jersey
$218K – – –
1
2 3

MFIN Hedge Fund Activity: Q2 2019 in Review

60 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Medallion Financial (MFIN) for Q2 2019, worth a combined $37M — up 46% from $25.3M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MFIN positions and 7 closed out — a net gain of 12 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $6.79M. The largest seller was Advisor Group, cutting an estimated $812K.

  • 60 institutional investors held Medallion Financial (MFIN) as of Q2 2019, up from 48 in Q1 2019.
  • Funds reported $37M of Medallion Financial stock for Q2 2019, up 46% quarter-over-quarter.
  • 19 funds opened new Medallion Financial positions in Q2 2019 and 7 closed out, a net change of +12 holders.
  • The largest Medallion Financial buyer in Q2 2019 was BlackRock, an estimated $6.79M added.
  • The largest Medallion Financial seller in Q2 2019 was Advisor Group, an estimated $812K sold.

Based on aggregated 13F filings for Q2 2019.