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Medallion Financial

81 hedge funds and large institutions have $67.9M invested in Medallion Financial in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,999% more call options, than puts

Call options by funds: $2.98M | Put options by funds: $142K

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

20% more capital invested

Capital invested by funds: $56.5M → $67.9M (+$11.4M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1.39% more ownership

Funds ownership: 29.93%31.33% (+1.4%)

1% less funds holding

Funds holding: 8281 (-1)

Holders
81
Holders Change
-1
Holders Change %
-1.22%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
32
Reduced
17
Closed
9
Calls
$2.98M
Puts
$142K
Net Calls
+$2.84M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$11.7M +$420K +45,084 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.2M +$28.9K +3,108 +0.3%
TCM
3
Tieton Capital Management
Washington
$9.27M +$1.71M +184,172 +23%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.94M +$21K +2,261 +0.5%
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.53M +$518K +55,639 +26%
Stifel Financial
6
Stifel Financial
Missouri
$2.29M -$275K -29,535 -11%
American Century Companies
7
American Century Companies
Missouri
$2.03M -$987 -106 -0%
State Street
8
State Street
Massachusetts
$1.95M +$33.5K +3,600 +2%
GI
9
GAMCO Investors
Connecticut
$1.52M
Northern Trust
10
Northern Trust
Illinois
$1.4M +$61K +6,553 +5%
BCM
11
Bridgeway Capital Management
Texas
$1.26M +$69.1K +7,421 +6%
OSAM
12
O'Shaughnessy Asset Management
Connecticut
$1.24M +$334K +35,917 +37%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.18M -$3.98K -427 -0.3%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$1.17M +$45.6K +4,900 +4%
DLP
15
De Lisle Partners
United Kingdom
$975K
Two Sigma Investments
16
Two Sigma Investments
New York
$928K +$67.4K +7,242 +8%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$877K +$870K +93,432 New
Marshall Wace
18
Marshall Wace
United Kingdom
$793K -$53.4K -5,732 -6%
GF
19
Gabelli Funds
New York
$751K
TA
20
Teton Advisors
New York
$732K -$65.2K -7,000 -8%
Goldman Sachs
21
Goldman Sachs
New York
$625K +$4.73K +508 +0.8%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$623K -$2.64K -284 -0.4%
Morgan Stanley
23
Morgan Stanley
New York
$595K +$4.12K +442 +0.7%
LSV Asset Management
24
LSV Asset Management
Illinois
$555K -$208K -22,300 -27%
RWM
25
Ritholtz Wealth Management
New York
$541K +$193K +20,747 +56%

MFIN Hedge Fund Activity: Q4 2024 in Review

81 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Medallion Financial (MFIN) for Q4 2024, worth a combined $67.9M — up 20% from $56.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MFIN positions and 9 closed out — a net gain of 1 holder — while 32 added to existing stakes and 17 trimmed.

The largest buyer was Tieton Capital Management, adding an estimated $1.71M. The largest seller was Segall Bryant & Hamill, cutting an estimated $656K.

  • 81 institutional investors held Medallion Financial (MFIN) as of Q4 2024, down from 82 in Q3 2024.
  • Funds reported $67.9M of Medallion Financial stock for Q4 2024, up 20% quarter-over-quarter.
  • 10 funds opened new Medallion Financial positions in Q4 2024 and 9 closed out, a net change of +1 holder.
  • The largest Medallion Financial buyer in Q4 2024 was Tieton Capital Management, an estimated $1.71M added.
  • The largest Medallion Financial seller in Q4 2024 was Segall Bryant & Hamill, an estimated $656K sold.

Based on aggregated 13F filings for Q4 2024.