We are live on ! Find out more
MFIN icon

Medallion Financial
MFIN

61 hedge funds and large institutions have $40.9M invested in Medallion Financial in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $37M → $40.9M (+$3.86M)

3.63% more ownership

Funds ownership: 22.32% → 25.95% (+3.6%)

2% more funds holding

Funds holding: 60 → 61 (+1)

33% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $1.78M

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
13
Closed
8
Calls
$1.19M
Puts
$1.78M
Net Calls
-$591K
Net Calls Change
-$2.23M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.14M
2
TCM
Tieton Capital Management
Washington
+$1.34M
3
Northern Trust
Northern Trust
Illinois
+$1.02M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$671K
5
BlackRock
BlackRock
New York
+$615K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.3M
2
EI
EAM Investors
California
-$766K
3
CCM
Corsair Capital Management
New York
-$433K
4
AA
Ancora Advisors
Ohio
-$270K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$254K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$7.07M +$615K +114,017 +12%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$5.09M +$150K +27,715 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.21M +$3.14M +581,280 +762%
TCM
4
Tieton Capital Management
Washington
$3.04M +$1.34M +247,565 +109%
Stifel Financial
5
Stifel Financial
Missouri
$2.25M +$172K +31,849 +10%
Morgan Stanley
6
Morgan Stanley
New York
$2.13M -$1.3M -241,532 -42%
State Street
7
State Street
Massachusetts
$1.82M +$252K +46,757 +20%
SC
8
Selz Capital
New York
$1.6M – – –
GI
9
GAMCO Investors
Connecticut
$1.5M – – –
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.44M +$671K +124,270 +124%
Northern Trust
11
Northern Trust
Illinois
$1.33M +$1.02M +189,623 +998%
TA
12
Teton Advisors
New York
$1.09M – – –
Bank of New York Mellon
13
Bank of New York Mellon
New York
$848K -$1.13K -209 -0.2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$733K -$254K -46,997 -29%
BCM
15
Bridgeway Capital Management
Texas
$675K +$38.3K +7,100 +7%
GF
16
Gabelli Funds
New York
$640K – – –
Parallax Volatility Advisers
17
Parallax Volatility Advisers
California
$451K -$63.6K -11,775 -14%
AG
18
Advisor Group
Arizona
$447K -$10.9K -2,018 -3%
Deutsche Bank
19
Deutsche Bank
Germany
$371K -$62.4K -11,562 -17%
ZCA
20
Zeke Capital Advisors
Pennsylvania
$369K – – –
N
21
Nuveen
North Carolina
$331K – – –
Charles Schwab
22
Charles Schwab
California
$275K – – –
Citadel Advisors
23
Citadel Advisors
Florida
$212K +$179K +33,160 New
RI
24
Ridgewood Investments
New Jersey
$207K – – –
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$203K – – –
1
2 3

MFIN Hedge Fund Activity: Q3 2019 in Review

61 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Medallion Financial (MFIN) for Q3 2019, worth a combined $40.9M — up 10% from $37M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MFIN positions and 8 closed out — a net gain of 1 holder — while 19 added to existing stakes and 13 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.14M. The largest seller was Morgan Stanley, cutting an estimated $1.3M.

  • 61 institutional investors held Medallion Financial (MFIN) as of Q3 2019, up from 60 in Q2 2019.
  • Funds reported $40.9M of Medallion Financial stock for Q3 2019, up 10% quarter-over-quarter.
  • 9 funds opened new Medallion Financial positions in Q3 2019 and 8 closed out, a net change of +1 holder.
  • The largest Medallion Financial buyer in Q3 2019 was Vanguard Group, an estimated $3.14M added.
  • The largest Medallion Financial seller in Q3 2019 was Morgan Stanley, an estimated $1.3M sold.

Based on aggregated 13F filings for Q3 2019.