Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MEDALLION FINANCIAL CORP (MFIN)

93 + Investors. Track Smart Money conviction in MFIN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — MFIN

Based on 94 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MFIN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
94 hedge funds hold MFIN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

50 buying41 selling
Last quarter: 50 funds bought or added vs 41 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 10 → 16 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 17% medium ■ 22% new
57 out of 94 hedge funds have held MFIN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +1%, value -17%

Value
-17%
Shares
+0%
Last quarter: funds added +1% more shares while total portfolio value only changed -17%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

12 → 10 → 10 → 16 → 14 new funds/Q
New funds entering each quarter: 10 → 10 → 16 → 14. A growing number of institutions are discovering MFIN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 11% 1-2yr ■ 27% new
Of 94 current holders: 59 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
27 of 94 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MFIN

In 2026 Q1, 50 hedge funds were net buyers of MFIN (14 opened a new position, 36 added to an existing one), while 41 reduced or exited (23 trimmed, 18 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 22% of total institutional value in MFIN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 94.

Hedge Fund Ownership: MFIN

How many hedge funds hold MFIN — quarterly history vs. share price
Quarterly hedge fund ownership of MFIN vs. share price

Market Analysis: MFIN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MFIN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy MEDALLION FINANCIAL CORP (MFIN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MFIN has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 54d ago
MFIN
+11.3%
XLF
+5.2%

MFIN outperformed XLF by +6.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 9d ago
MFIN
-2.6%
XLF
+1.6%

Since the filing became public, MFIN outperformed XLF by -4.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: MFIN
93 + Investors

Track Smart Money conviction in MFIN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 93 98 -5.1%
13F Shares 8M 8M 0.74%
Total Value $68M $82M -17.14%
New Positions 13 16 -3
Increased Positions 36 28 +8
Closed Positions 18 7 +11
Reduced Positions 23 33 -10
Total Calls 1 3 -66.67%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.33 Bullish

Statistics: MFIN

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

93 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MFIN. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of MFIN — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tieton Capital Management, LLC 2.96% 1,032,304 $8.8M
2 Daytona Street Capital LLC 0.54% 71,918 $699K
3 Uniplan Investment Counsel, Inc. 0.34% 385,581 $3.3M
4 Teton Advisors, LLC 0.33% 54,500 $467K
5 De Lisle Partners LLP 0.20% 198,711 $1.7M
6 CORSAIR CAPITAL MANAGEMENT, L.P. 0.07% 57,849 $495K
7 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.03% 167,793 $1.4M
8 Soltis Investment Advisors LLC 0.03% 51,767 $443K
9 GSA CAPITAL PARTNERS LLP 0.02% 38,216 —
10 RITHOLTZ WEALTH MANAGEMENT 0.01% 96,761 $828K
11 GAMCO INVESTORS, INC. ET AL 0.01% 158,000 $1.4M
12 D'Orazio & Associates, Inc. 0.01% 11,271 $96K
13 PDT Partners, LLC 0.01% 18,146 $155K
14 MARTINGALE ASSET MANAGEMENT L P 0.01% 35,050 $300K
15 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% 162,884 $1.4M
16 GABELLI FUNDS LLC 0.00% 78,000 $668K
17 Connor, Clark & Lunn Investment Management Ltd. 0.00% 212,823 $1.8M
18 SEI INVESTMENTS CO 0.00% 490,972 $4.2M
19 Empowered Funds, LLC 0.00% 56,690 $485K
20 Investors Research Corp 0.00% 1,800 $15K
21 Vise Technologies, Inc. 0.00% 10,263 $106K
22 TWO SIGMA ADVISERS, LP 0.00% 74,200 $764K
23 PANAGORA ASSET MANAGEMENT INC 0.00% 44,915 $384K
24 Tower Research Capital LLC (TRC) 0.00% 5,673 $49K
25 STIFEL FINANCIAL CORP 0.00% 155,740 $1.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — MEDALLION FINANCIAL CORP (MFIN)

What does the Smart Money Trend signal show for MFIN?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MFIN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MFIN?

Slight buying edge — 55% buying: Last quarter: 50 funds bought or added vs 41 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MFIN holders?

Strong quality — 22% AUM from major funds: 27 of 94 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MFIN?

61% of holders stayed for 2+ years: 57 out of 94 hedge funds have held MFIN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy MEDALLION FINANCIAL CORP (MFIN) following the 2026 Q1 hedge fund 13F filings?

As of today, MFIN has moved -2.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.6% for the XLF sector ETF — an outperformance of -4.2%. Since the quarter end (March 31, 2026), MFIN has gained +11.3% vs +5.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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