Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Medallion Financial Corp (MFIN)

98 + 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
↑ +5
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — MFIN

Based on 99 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MFIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
99 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 — +14% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

51 buying38 selling
Last quarter: 51 funds bought or added vs 38 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 — ~16 new funds per quarter

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

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 19% medium ■ 21% new
59 out of 99 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.
💰

Price up while funds trimmed (+16% value, -1% shares)

Value
+16%
Shares
-1%
Last quarter: total value of institutional MFIN holdings rose +16% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

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

Veteran-anchored — 61% veterans vs 25% newcomers

■ 61% veterans ■ 14% 1-2yr ■ 25% new
Entry-cohort mix of 99 holders: 60 (61%) are 2+ year veterans, 14 entered 1–2 years ago, and 25 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
33 of 99 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in MFIN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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 Q2, 51 hedge funds were net buyers of MFIN (16 opened a new position, 35 added to an existing one), while 38 reduced or exited (27 trimmed, 11 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 42% of total institutional value in MFIN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 99.

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 Q2 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 June 30, 2026 · 82d ago
MFIN
+17.3%
XLF
+4.2%

MFIN outperformed XLF by +13.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
MFIN
+5.6%
XLF
+1.4%

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.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: MFIN
98 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 98 94 4.26%
13F Shares 8M 8M -1.31%
Total Value $79M $68M 16.14%
New Positions 16 14 +2
Increased Positions 34 36 -2
Closed Positions 12 18 -6
Reduced Positions 27 23 +4
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MFIN

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

98 + 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 MFIN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tieton Capital Management, LLC 2.96% 1,008,564 $10.3M
2 Daytona Street Capital LLC 0.48% 65,767 $657K
3 Uniplan Investment Counsel, Inc. 0.38% 397,330 $4.1M
4 Teton Advisors, LLC 0.32% 54,500 $556K
5 De Lisle Partners LLP 0.22% 198,711 $2.0M
6 Corsair Capital Management, L.P. 0.07% 54,849 $560K
7 Raffa Wealth Management, LLC 0.05% 5,000 $62K
8 Bridgeway Capital Management, LLC 0.03% 188,901 $1.9M
9 Soltis Investment Advisors LLC 0.03% 45,767 $467K
10 Gamco Investors, INC. Et Al 0.01% 158,000 $1.6M
11 Ritholtz Wealth Management 0.01% 92,532 $945K
12 D'Orazio & Associates, Inc. 0.01% 10,653 $109K
13 PDT Partners, LLC 0.01% 18,146 $185K
14 O'shaughnessy Asset Management, LLC 0.01% 179,864 $1.8M
15 Gabelli Funds LLC 0.01% 78,000 $796K
16 Martingale Asset Management L P 0.01% 20,933 $214K
17 Connor, Clark & Lunn Investment Management Ltd. 0.00% 201,485 $2.1M
18 Investors Research Corp 0.00% 1,800 $18K
19 Empowered Funds, LLC 0.00% 60,735 $620K
20 Sei Investments Co 0.00% 250,080 $2.6M
21 Trexquant Investment LP 0.00% 36,782 $376K
22 Panagora Asset Management Inc 0.00% 67,327 $687K
23 Stephens Inc /Ar/ 0.00% 12,200 $125K
24 Stifel Financial Corp 0.00% 154,235 $1.6M
25 Vise Technologies, Inc. 0.00% 10,730 $110K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MFIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MFIN?

Slight buying edge — 57% buying: Last quarter: 51 funds bought or added vs 38 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?

Elite ownership — 42% AUM from top-100 funds: 33 of 99 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in MFIN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MFIN?

60% of holders stayed for 2+ years: 59 out of 99 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 Q2 hedge fund 13F filings?

As of today, MFIN has moved +5.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.4% for the XLF sector ETF — an outperformance of +4.2%. Since the quarter end (June 30, 2026), MFIN has gained +17.3% vs +4.2% 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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