Medallion Financial Corp: which funds bought and sold

Institutions that bought and sold Medallion Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 48 institutions that filed 13F reports for both quarters added to or opened positions in Medallion Financial, and 35 cut or closed them. Together they sold a net 29K shares, −0.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 9,757 shares (+0.7%); index fund managers were net buyers of 54K shares (+1.8%). 14 opened a new position and 7 sold out entirely.

Bought, Q2 2026 48 institutions, 14 of them new holders Sold, Q2 2026 35 institutions, 7 of them sold out

Net change, all compared −29K shares (−0.4%)

Net change, active managers +9,757 shares (+0.7%), 10 bought, 5 sold

Buyers versus sellers

institutions compared, 105

48 bought 22 35 sold

Active managers and hedge funds 10 bought · 5 sold · +9,757

Index fund managers 6 bought · 3 sold · +54K

Other institutions 32 bought · 27 sold · −93K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+111K +10.1%	1.2M	$12.4M
Janney Montgomery Scott LLC	+81K New position	81K	$826,000
Mackenzie Financial Corp	+58K New position	58K	$587,831
Trexquant Investment LP Hedge fund	+37K New position	37K	$375,544
Geode Capital Management, LLC Index funds	+35K +8.5%	448K	$4.6M
Goldman Sachs Group Inc	+30K +16.1%	217K	$2.2M
Citadel Advisors LLC Hedge fund	+28K New position	28K	$282,398
Nuveen, LLC	+26K +137.0%	45K	$454,386
Panagora Asset Management Inc Active manager	+22K +49.9%	67K	$687,409
Bridgeway Capital Management, LLC Active manager	+21K +12.6%	189K	$1.9M
Vanguard Portfolio Management LLC Index funds	+20K +21.4%	114K	$1.2M
AQR Capital Management LLC Hedge fund	+18K New position	18K	$178,900
O'Shaughnessy Asset Management, LLC Active manager	+17K +10.4%	180K	$1.8M
Northern Trust Corp Index funds	+14K +11.2%	137K	$1.4M
Uniplan Investment Counsel, Inc.	+12K +3.0%	397K	$4.1M
LSV Asset Management Active manager	+11K +20.1%	67K	$682,000
Metlife Investment Management, LLC	+10K New position	10K	$103,305
Squarepoint Ops LLC Hedge fund	+9,968 +14.5%	79K	$802,047
Russell Investments Group, Ltd.	+9,555 +360.4%	12K	$124,623
Wells Fargo & Company	+8,032 +117.3%	15K	$151,912

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Trexquant Investment LP Hedge fund	+37K New position	37K	$375,544
Citadel Advisors LLC Hedge fund	+28K New position	28K	$282,398
Panagora Asset Management Inc Active manager	+22K +49.9%	67K	$687,409
Bridgeway Capital Management, LLC Active manager	+21K +12.6%	189K	$1.9M
AQR Capital Management LLC Hedge fund	+18K New position	18K	$178,900
O'Shaughnessy Asset Management, LLC Active manager	+17K +10.4%	180K	$1.8M
LSV Asset Management Active manager	+11K +20.1%	67K	$682,000
Squarepoint Ops LLC Hedge fund	+9,968 +14.5%	79K	$802,047
Price T Rowe Associates Inc Active manager	+788 +6.0%	14K	$143,000
FMR LLC Active manager	+746 +53.0%	2,153	$21,982

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Sei Investments Co	−241K −49.1%	250K	$2.6M
Vanguard Capital Management LLC Index funds	−126K −14.9%	722K	$7.4M
Two Sigma Investments, LP Hedge fund	−59K −59.6%	40K	$407,267
Marshall Wace, LLP Hedge fund	−49K Sold out	0	—
Tieton Capital Management, LLC	−24K −2.3%	1.0M	$10.3M
Millennium Management LLC Hedge fund	−22K Sold out	0	—
Martingale Asset Management L P Active manager	−14K −40.3%	21K	$213,726
Jane Street Group, LLC	−14K Sold out	0	—
Gsa Capital Partners LLP	−14K −35.6%	25K	$251,000
Connor, Clark & Lunn Investment Management Ltd.	−11K −5.3%	201K	$2.1M
Engineers Gate Manager LP Hedge fund	−11K Sold out	0	—
Jpmorgan Chase & Co	−6,490 −27.6%	17K	$175,450
Daytona Street Capital LLC	−6,151 −8.6%	66K	$657,012
Soltis Investment Advisors LLC	−6,000 −11.6%	46K	$467,281
State Street Corp Index funds	−5,316 −2.1%	243K	$2.5M
Invesco Ltd.	−5,276 −24.8%	16K	$163,330
Ritholtz Wealth Management	−4,229 −4.4%	93K	$944,747
Tower Research Capital LLC (TRC)	−3,346 −59.0%	2,327	$23,759
Bank Of America Corp	−3,289 −15.0%	19K	$189,834
Corsair Capital Management, L.P.	−3,000 −5.2%	55K	$560,008

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	−59K −59.6%	40K	$407,267
Marshall Wace, LLP Hedge fund	−49K Sold out	0	—
Millennium Management LLC Hedge fund	−22K Sold out	0	—
Martingale Asset Management L P Active manager	−14K −40.3%	21K	$213,726
Engineers Gate Manager LP Hedge fund	−11K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Janney Montgomery Scott LLC	81K	$826,000
Mackenzie Financial Corp	58K	$587,831
Trexquant Investment LPHedge fund	37K	$375,544
Citadel Advisors LLCHedge fund	28K	$282,398
AQR Capital Management LLCHedge fund	18K	$178,900
Metlife Investment Management, LLC	10K	$103,305
Royal Bank Of Canada	3,377	$35,000
Arax Advisory Partners	174	$1,776
Transamerica Financial Advisors, LLC	128	$1,306
Jones Financial Companies LLLP	46	$474

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Marshall Wace, LLPHedge fund	49K	$421,014
Millennium Management LLCHedge fund	22K	$189,510
Jane Street Group, LLC	14K	$119,070
Engineers Gate Manager LPHedge fund	11K	$95,059
Advisory Services Network, LLC	30	$257
Root Financial Partners, LLC	10	$86
Mai Capital Management	7	$60

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 98
Ten largest holders: 62.1%
Index fund managers: 38.6%
Active managers and hedge funds: 16.7%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	10	5	3	3	+9,757	+0.7%
Index fund managers	6	3	0	0	+54K	+1.8%
Other institutions	32	27	11	4	−93K	−2.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Medallion Financial.

Only managers that filed a holdings report for both quarters are compared (105 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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