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MidCap Financial Investment
MFIC

224 hedge funds and large institutions have $1.05B invested in MidCap Financial Investment in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $3.22M | Put options by funds: $1.87M

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

25% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 67

5% more capital invested

Capital invested by funds: $995M → $1.05B (+$51.2M)

4% more funds holding

Funds holding: 215 → 224 (+9)

Holders
224
Holders Change
+9
Holders Change %
+4.19%
% of All Funds
6.5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
29
Increased
84
Reduced
67
Closed
19
Calls
$3.22M
Puts
$1.87M
Net Calls
+$1.35M
Net Calls Change
-$2.73M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.6M
2
BA
BlackRock Advisors
Delaware
+$14.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$8.47M
4
U
UBS
Switzerland
+$6.61M
5
Citigroup
Citigroup
New York
+$6.45M

Top Sellers

Rank Fund Capital Flow
1
BC
Balestra Capital
New York
-$26.9M
2
TIM
Thornburg Investment Management
New Mexico
-$7.06M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$6.95M
4
Bank of America
Bank of America
North Carolina
-$6.54M
5
RFC
Russell Frank Company
Washington
-$5.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$8.94M -$61.1K -2,377 -0.7%
PRCM
27
Pine River Capital Management
Minnesota
$8.57M +$175K +6,814 +2%
Two Sigma Investments
28
Two Sigma Investments
New York
$7.82M +$6.06M +235,486 +329%
Citigroup
29
Citigroup
New York
$7.1M +$6.45M +250,664 +877%
CS
30
Credit Suisse
Switzerland
$7.07M -$3.27M -127,334 -31%
AIG
31
American International Group
New York
$6.89M -$250K -9,731 -3%
RFC
32
Russell Frank Company
Washington
$6.88M -$5.09M -197,851 -42%
Citadel Advisors
33
Citadel Advisors
Florida
$6.12M +$158K +6,142 +3%
Millennium Management
34
Millennium Management
New York
$6.01M +$4.97M +193,383 +451%
NFA
35
Nationwide Fund Advisors
Ohio
$5.56M -$91.3K -3,551 -2%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$5.34M – – –
Boston Partners
37
Boston Partners
Massachusetts
$4.78M -$64.1K -2,493 -1%
Principal Financial Group
38
Principal Financial Group
Iowa
$4.76M +$55.4K +2,153 +1%
Wells Fargo
39
Wells Fargo
California
$4.61M -$4.3M -167,155 -48%
Goldman Sachs
40
Goldman Sachs
New York
$4.54M -$589K -22,920 -11%
CP
41
Camelot Portfolios
Ohio
$4.31M +$227K +8,819 +5%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$4.06M -$274K -10,657 -6%
SAM
43
Selway Asset Management
$3.99M -$273K -10,631 -6%
Bank of America
44
Bank of America
North Carolina
$3.88M -$6.54M -254,269 -63%
AllianceBernstein
45
AllianceBernstein
Tennessee
$3.78M -$1.59K -62 -0%
CIM
46
Confluence Investment Management
Missouri
$3.62M -$433K -16,826 -11%
IWC
47
Integrated Wealth Counsel
California
$3.62M +$228K +8,861 +7%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$3.45M +$22.3K +866 +0.6%
DA
49
DSC Advisors
Illinois
$3.39M +$3.43M +133,333 New
BTS
50
BB&T Securities
Virginia
$3.3M +$72K +2,800 +28%
1
2
3 4 5

MFIC Hedge Fund Activity: Q4 2013 in Review

224 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q4 2013, worth a combined $1.05B — up 5.1% from $995M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MFIC positions and 19 closed out — a net gain of 10 holders — while 84 added to existing stakes and 67 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $26.6M. The largest seller was Balestra Capital, exiting entirely with an estimated $26.9M sold.

  • 224 institutional investors held MidCap Financial Investment (MFIC) as of Q4 2013, up from 215 in Q3 2013.
  • Funds reported $1.05B of MidCap Financial Investment stock for Q4 2013, up 5.1% quarter-over-quarter.
  • 29 funds opened new MidCap Financial Investment positions in Q4 2013 and 19 closed out, a net change of +10 holders.
  • The largest MidCap Financial Investment buyer in Q4 2013 was Fidelity Investments, an estimated $26.6M added.
  • The largest MidCap Financial Investment seller in Q4 2013 was Balestra Capital, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2013.