We are live on ! Find out more
MFIN icon

Medallion Financial

82 hedge funds and large institutions have $56.5M invested in Medallion Financial in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $1.63M | Put options by funds: $401K

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

10% more capital invested

Capital invested by funds: $51.5M → $56.5M (+$4.95M)

1.24% more ownership

Funds ownership: 28.7%29.93% (+1.2%)

1% more funds holding

Funds holding: 8182 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
28
Reduced
20
Closed
11
Calls
$1.63M
Puts
$401K
Net Calls
+$1.22M
Net Calls Change
+$741K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$9.81M +$1.13M +141,647 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.83M +$135K +16,942 +2%
TCM
3
Tieton Capital Management
Washington
$6.54M -$18.7K -2,355 -0.3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.39M +$78.3K +9,849 +2%
Stifel Financial
5
Stifel Financial
Missouri
$2.22M +$87.2K +10,974 +4%
American Century Companies
6
American Century Companies
Missouri
$1.76M +$233K +29,290 +16%
Connor, Clark & Lunn Investment Management (CC&L)
7
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.74M +$413K +51,941 +32%
State Street
8
State Street
Massachusetts
$1.67M +$10.6K +1,333 +0.7%
GI
9
GAMCO Investors
Connecticut
$1.32M
Northern Trust
10
Northern Trust
Illinois
$1.16M +$811K +102,088 +255%
BCM
11
Bridgeway Capital Management
Texas
$1.04M +$6.39K +804 +0.6%
SBH
12
Segall Bryant & Hamill
Illinois
$1.03M +$1M +125,938 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.02M -$119K -15,000 -11%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$978K -$119K -15,000 -11%
DLP
15
De Lisle Partners
United Kingdom
$842K +$172K +21,700 +27%
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$811K -$26.9K -3,380 -3%
Two Sigma Investments
17
Two Sigma Investments
New York
$745K -$273K -34,339 -27%
Marshall Wace
18
Marshall Wace
United Kingdom
$734K -$381K -47,966 -35%
TA
19
Teton Advisors
New York
$692K -$23.8K -3,000 -3%
LSV Asset Management
20
LSV Asset Management
Illinois
$663K
GF
21
Gabelli Funds
New York
$651K
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$542K +$13.3K +1,677 +3%
Goldman Sachs
23
Goldman Sachs
New York
$538K +$374K +47,039 +247%
Morgan Stanley
24
Morgan Stanley
New York
$512K +$248K +31,211 +98%
SIA
25
Soltis Investment Advisors
Utah
$475K +$31.8K +4,002 +7%

MFIN Hedge Fund Activity: Q3 2024 in Review

82 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Medallion Financial (MFIN) for Q3 2024, worth a combined $56.5M — up 9.6% from $51.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MFIN positions and 11 closed out — a net gain of 1 holder — while 28 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock, adding an estimated $1.13M. The largest seller was Panagora Asset Management, exiting entirely with an estimated $462K sold.

  • 82 institutional investors held Medallion Financial (MFIN) as of Q3 2024, up from 81 in Q2 2024.
  • Funds reported $56.5M of Medallion Financial stock for Q3 2024, up 9.6% quarter-over-quarter.
  • 12 funds opened new Medallion Financial positions in Q3 2024 and 11 closed out, a net change of +1 holder.
  • The largest Medallion Financial buyer in Q3 2024 was BlackRock, an estimated $1.13M added.
  • The largest Medallion Financial seller in Q3 2024 was Panagora Asset Management, an estimated $462K sold.

Based on aggregated 13F filings for Q3 2024.