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MFIN Institutional Ownership

Medallion Financial Corp.
1W: +0.3% 1M: -5.9% 3M: +13.4% YTD: +10.5% 1Y: +14.3% 3Y: +85.3% 5Y: +56.2%
$11.37
+0.12 (+1.07%)
After Hours: $11.77 (+0.40, +3.52%)
Weekly Expected Move ±3.2%
$11 $11 $11 $12 $12
NASDAQ · Financial Services · Financial - Credit Services · Tech Score Sell · Power 38 · $258.3M mcap · 16M float · 0.426% daily turnover · Short 46% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

Institutional Ownership — MFIN

108
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
$80M
Total Invested
16
New Positions
34
Increased
36
Reduced
8
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (121 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BlackRock, Inc. 1,219,363 $14M +111,398 +10.1% 8Q SEC ↗
2 Tieton Capital Management, LLC 1,008,564 $11M -23,740 -2.3% 30Q SEC ↗
3 VANGUARD CAPITAL MANAGEMENT LLC 722,282 $8M -126,358 -14.9% 2Q SEC ↗
4 GEODE CAPITAL MANAGEMENT, LLC 448,220 $5M +35,036 +8.5% 29Q SEC ↗
5 Uniplan Investment Counsel, Inc. 397,330 $4M +11,749 +3.0% 6Q SEC ↗
6 SEI INVESTMENTS CO 250,080 $3M -240,892 -49.1% 3Q SEC ↗
7 STATE STREET CORP 243,195 $3M -5,316 -2.1% 21Q SEC ↗
8 GOLDMAN SACHS GROUP INC 217,202 $2M +30,056 +16.1% 14Q SEC ↗
9 AMERICAN CENTURY COMPANIES INC 214,575 $2M — +0.0% 15Q SEC ↗
10 Connor, Clark & Lunn Investment Manage 201,485 $2M -11,338 -5.3% 20Q SEC ↗
11 De Lisle Partners LLP 198,711 $2M — +0.0% 10Q SEC ↗
12 BRIDGEWAY CAPITAL MANAGEMENT, LLC 188,901 $2M +21,108 +12.6% 37Q SEC ↗
13 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 179,864 $2M +16,980 +10.4% 17Q SEC ↗
14 GAMCO INVESTORS, INC. ET AL 158,000 $2M — +0.0% 16Q SEC ↗
15 STIFEL FINANCIAL CORP 154,235 $2M -1,505 -1.0% 49Q SEC ↗
16 NORTHERN TRUST CORP 136,920 $2M +13,810 +11.2% 29Q SEC ↗
17 ARROWSTREET CAPITAL, LIMITED PARTNERSH 118,321 $1M — +0.0% 7Q SEC ↗
18 VANGUARD PORTFOLIO MANAGEMENT LLC 114,133 $1M +20,104 +21.4% 2Q SEC ↗
19 Bank of New York Mellon Corp 109,652 $1M +2,224 +2.1% 76Q SEC ↗
20 VANGUARD FIDUCIARY TRUST CO 105,917 $1M +1,375 +1.3% 2Q SEC ↗
21 RITHOLTZ WEALTH MANAGEMENT 92,532 $1M -4,229 -4.4% 17Q SEC ↗
22 Janney Montgomery Scott LLC NEW 80,943 $911K — +0.0% 1Q SEC ↗
23 Squarepoint Ops LLC 78,555 $884K +9,968 +14.5% 6Q SEC ↗
24 GABELLI FUNDS LLC 78,000 $878K — +0.0% 65Q SEC ↗
25 PANAGORA ASSET MANAGEMENT INC 67,327 $757K +22,412 +49.9% 5Q SEC ↗
26 LSV ASSET MANAGEMENT 66,800 $752K +11,200 +20.1% 17Q SEC ↗
27 Daytona Street Capital LLC 65,767 $740K -6,151 -8.6% 3Q SEC ↗
28 MORGAN STANLEY 64,831 $729K +847 +1.3% 60Q SEC ↗
29 Empowered Funds, LLC 60,735 $683K +4,045 +7.1% 9Q SEC ↗
30 Mariner, LLC 60,189 $677K +740 +1.2% 3Q SEC ↗
31 MACKENZIE FINANCIAL CORP NEW 57,574 $648K — +0.0% 1Q SEC ↗
32 CORSAIR CAPITAL MANAGEMENT, L.P. 54,849 $617K -3,000 -5.2% 25Q SEC ↗
33 Teton Advisors, LLC 54,500 $613K — +0.0% 4Q SEC ↗
34 Sixth Street Partners Management Compa NEW 48,138 $542K — +0.0% 1Q SEC ↗
35 CHARLES SCHWAB INVESTMENT MANAGEMENT I 48,138 $542K +4,825 +11.1% 9Q SEC ↗
36 Soltis Investment Advisors LLC 45,767 $515K -6,000 -11.6% 27Q SEC ↗
37 Nuveen, LLC 44,504 $501K +25,723 +137.0% 6Q SEC ↗
38 TWO SIGMA INVESTMENTS, LP 39,889 $449K -58,863 -59.6% 18Q SEC ↗
39 Trexquant Investment LP NEW 36,782 $414K — +0.0% 1Q SEC ↗
40 RAYMOND JAMES FINANCIAL INC 29,625 $333K — +0.0% 7Q SEC ↗
41 CITADEL ADVISORS LLC NEW 27,659 $311K — +0.0% 1Q SEC ↗
42 HSBC HOLDINGS PLC 26,792 $301K +2,749 +11.4% 6Q SEC ↗
43 GSA CAPITAL PARTNERS LLP 24,608 $277K -13,608 -35.6% 6Q SEC ↗
44 RHUMBLINE ADVISERS 21,097 $237K -827 -3.8% 13Q SEC ↗
45 MARTINGALE ASSET MANAGEMENT L P 20,933 $235K -14,117 -40.3% 5Q SEC ↗
46 DEUTSCHE BANK AG 18,921 $213K +638 +3.5% 3Q SEC ↗
47 BANK OF AMERICA CORP /DE 18,593 $209K -3,289 -15.0% 15Q SEC ↗
48 PDT Partners, LLC 18,146 $204K — +0.0% 8Q SEC ↗
49 AQR CAPITAL MANAGEMENT LLC NEW 17,522 $197K — +0.0% 1Q SEC ↗
50 JPMORGAN CHASE & CO 17,034 $192K -6,490 -27.6% 21Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
BlackRock, Inc. +111,398 +10.1% 1,219,363
GEODE CAPITAL MANAGEMENT, LLC +35,036 +8.5% 448,220
GOLDMAN SACHS GROUP INC +30,056 +16.1% 217,202
Nuveen, LLC +25,723 +137.0% 44,504
PANAGORA ASSET MANAGEMENT INC +22,412 +49.9% 67,327
BRIDGEWAY CAPITAL MANAGEMENT, LLC +21,108 +12.6% 188,901
VANGUARD PORTFOLIO MANAGEMENT LLC +20,104 +21.4% 114,133
O'SHAUGHNESSY ASSET MANAGEMENT, LLC +16,980 +10.4% 179,864
NORTHERN TRUST CORP +13,810 +11.2% 136,920
Uniplan Investment Counsel, Inc. +11,749 +3.0% 397,330
LSV ASSET MANAGEMENT +11,200 +20.1% 66,800
Squarepoint Ops LLC +9,968 +14.5% 78,555
Russell Investments Group, Ltd. +9,555 +360.4% 12,206
WELLS FARGO & COMPANY/MN +8,032 +117.3% 14,879
CITIGROUP INC +6,227 +404.9% 7,765
CHARLES SCHWAB INVESTMENT MANAGEMEN +4,825 +11.1% 48,138
Empowered Funds, LLC +4,045 +7.1% 60,735
HSBC HOLDINGS PLC +2,749 +11.4% 26,792
Bank of New York Mellon Corp +2,224 +2.1% 109,652
VANGUARD FIDUCIARY TRUST CO +1,375 +1.3% 105,917
Biggest Decreases (20)
HolderReducedChange %Total Shares
SEI INVESTMENTS CO -240,892 -49.1% 250,080
VANGUARD CAPITAL MANAGEMENT LLC -126,358 -14.9% 722,282
TWO SIGMA INVESTMENTS, LP -58,863 -59.6% 39,889
Tieton Capital Management, LLC -23,740 -2.3% 1,008,564
MARTINGALE ASSET MANAGEMENT L P -14,117 -40.3% 20,933
GSA CAPITAL PARTNERS LLP -13,608 -35.6% 24,608
Connor, Clark & Lunn Investment Man -11,338 -5.3% 201,485
JPMORGAN CHASE & CO -6,490 -27.6% 17,034
Daytona Street Capital LLC -6,151 -8.6% 65,767
Soltis Investment Advisors LLC -6,000 -11.6% 45,767
STATE STREET CORP -5,316 -2.1% 243,195
Invesco Ltd. -5,276 -24.8% 15,997
RITHOLTZ WEALTH MANAGEMENT -4,229 -4.4% 92,532
Tower Research Capital LLC (TRC) -3,346 -59.0% 2,327
BANK OF AMERICA CORP /DE -3,289 -15.0% 18,593
CORSAIR CAPITAL MANAGEMENT, L.P. -3,000 -5.2% 54,849
BNP PARIBAS FINANCIAL MARKETS -2,435 -53.2% 2,146
UBS Group AG -1,600 -18.2% 7,202
STIFEL FINANCIAL CORP -1,505 -1.0% 154,235
RHUMBLINE ADVISERS -827 -3.8% 21,097

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms