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Medallion Financial

76 hedge funds and large institutions have $51.2M invested in Medallion Financial in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $2.76M | Put options by funds: $1.1M

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

50% more capital invested

Capital invested by funds: $34.2M → $51.2M (+$17M)

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

7% more funds holding

Funds holding: 7176 (+5)

1.39% more ownership

Funds ownership: 20.87%22.26% (+1.4%)

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
23
Reduced
19
Closed
9
Calls
$2.76M
Puts
$1.1M
Net Calls
+$1.66M
Net Calls Change
+$8.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.64M
TCM
2
Tieton Capital Management
Washington
$7.98M -$123K -14,760 -2%
Stifel Financial
3
Stifel Financial
Missouri
$2.68M +$35.8K +4,311 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.79M +$69K +8,297 +5%
GI
5
GAMCO Investors
Connecticut
$1.6M -$24.9K -3,000 -2%
BlackRock
6
BlackRock
New York
$1.45M +$230K +27,666 +23%
Millennium Management
7
Millennium Management
New York
$1.32M -$527K -63,445 -32%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.13M +$520K +62,609 +119%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$1.13M
BCM
10
Bridgeway Capital Management
Texas
$1.09M -$366K -44,071 -28%
Two Sigma Investments
11
Two Sigma Investments
New York
$964K -$189K -22,793 -19%
OSAM
12
O'Shaughnessy Asset Management
Connecticut
$937K +$178K +21,416 +29%
Marshall Wace
13
Marshall Wace
United Kingdom
$935K -$12.6K -1,511 -2%
TA
14
Teton Advisors
New York
$933K -$10.8K -1,300 -1%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$882K -$226K -27,246 -23%
Jane Street
16
Jane Street
New York
$862K +$628K +75,515 +632%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$861K +$1.96K +236 +0.3%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$817K -$98.5K -11,847 -12%
LSV Asset Management
19
LSV Asset Management
Illinois
$802K
GF
20
Gabelli Funds
New York
$788K
Citigroup
21
Citigroup
New York
$692K +$140K +16,859 +32%
American Century Companies
22
American Century Companies
Missouri
$686K +$314K +37,812 +119%
State Street
23
State Street
Massachusetts
$639K -$2.49K -300 -0.5%
LCM
24
Laurion Capital Management
New York
$622K +$525K +63,110 New
CCM
25
Corsair Capital Management
New York
$600K -$83.1K -10,000 -14%

MFIN Hedge Fund Activity: Q4 2023 in Review

76 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Medallion Financial (MFIN) for Q4 2023, worth a combined $51.2M — up 50% from $34.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MFIN positions and 9 closed out — a net gain of 5 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was Jane Street, adding an estimated $628K. The largest seller was Millennium Management, cutting an estimated $527K.

  • 76 institutional investors held Medallion Financial (MFIN) as of Q4 2023, up from 71 in Q3 2023.
  • Funds reported $51.2M of Medallion Financial stock for Q4 2023, up 50% quarter-over-quarter.
  • 14 funds opened new Medallion Financial positions in Q4 2023 and 9 closed out, a net change of +5 holders.
  • The largest Medallion Financial buyer in Q4 2023 was Jane Street, an estimated $628K added.
  • The largest Medallion Financial seller in Q4 2023 was Millennium Management, an estimated $527K sold.

Based on aggregated 13F filings for Q4 2023.