We are live on ! Find out more
MFIC icon

MidCap Financial Investment

148 hedge funds and large institutions have $157M invested in MidCap Financial Investment in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 39 increasing their positions, 46 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

1% less funds holding

Funds holding: 150148 (-2)

2.76% less ownership

Funds ownership: 37.75%34.99% (-2.8%)

15% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 46

64% less capital invested

Capital invested by funds: $438M → $157M (-$281M)

73% less call options, than puts

Call options by funds: $607K | Put options by funds: $2.26M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
148
Holders Change
-2
Holders Change %
-1.33%
% of All Funds
3.26%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
39
Reduced
46
Closed
30
Calls
$607K
Puts
$2.26M
Net Calls
-$1.65M
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
SDAM
26
Shulman DeMeo Asset Management
New York
$950K +$423K +28,349 New
AAM
27
Advisors Asset Management
Colorado
$916K +$19.9K +1,333 +1%
JP Morgan Chase
28
JP Morgan Chase
New York
$840K -$6.36M -426,555 -77%
MCM
29
McKinley Capital Management
Alaska
$826K -$471K -31,617 -21%
GAMC
30
Garner Asset Management Corp
Texas
$765K +$337K +22,626 +25%
UBS Group
31
UBS Group
Switzerland
$764K -$2.44M -163,855 -59%
Bank of America
32
Bank of America
North Carolina
$725K -$383K -25,683 -19%
WAM
33
Wolverine Asset Management
Illinois
$724K +$1.6M +107,266 New
RA
34
Resource America
New York
$718K
SFA
35
Sequoia Financial Advisors
Ohio
$714K +$272K +18,252 +21%
AIM
36
Aigen Investment Management
New York
$660K +$1.46M +97,739 New
Millennium Management
37
Millennium Management
New York
$645K +$1.42M +95,522 New
EGM
38
Engineers Gate Manager
New York
$637K +$1.41M +94,332 New
Lido Advisors
39
Lido Advisors
California
$587K +$462K +31,000 +61%
CAM
40
Cubic Asset Management
Massachusetts
$558K +$194K +13,040 +19%
FAAS
41
First Allied Advisory Services
California
$554K +$556K +37,303 +83%
AR
42
Advisory Research
Illinois
$547K -$887K -59,506 -42%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$527K -$224K -15,051 -16%
Allianz Asset Management
44
Allianz Asset Management
Germany
$511K -$1.51M -101,248 -57%
DTL
45
Dynamic Technology Lab
Singapore
$482K +$1.06M +71,424 New
CSS
46
Cubist Systematic Strategies
Connecticut
$445K +$983K +65,963 New
SSA
47
Schonfeld Strategic Advisors
New York
$427K +$595K +39,900 +171%
IAIM
48
International Assets Investment Management
Florida
$423K +$934K +62,658 New
DnB Asset Management
49
DnB Asset Management
Norway
$422K -$85.1K -5,710 -8%
MIC
50
Meridian Investment Counsel
California
$403K +$183K +12,303 +26%

MFIC Hedge Fund Activity: Q1 2020 in Review

148 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q1 2020, worth a combined $157M — down 64% from $438M a quarter earlier.

Fund positioning in MFIC was balanced in Q1 2020: 30 funds opened new positions, 30 closed out, 39 added to existing stakes and 46 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, opening a new position worth an estimated $7.56M. The largest seller was Thornburg Investment Management, cutting an estimated $14.3M.

  • 148 institutional investors held MidCap Financial Investment (MFIC) as of Q1 2020, down from 150 in Q4 2019.
  • Funds reported $157M of MidCap Financial Investment stock for Q1 2020, down 64% quarter-over-quarter.
  • 30 funds opened new MidCap Financial Investment positions in Q1 2020 and 30 closed out, a net change of 0 holders.
  • The largest MidCap Financial Investment buyer in Q1 2020 was Sumitomo Mitsui Trust Group, an estimated $7.56M added.
  • The largest MidCap Financial Investment seller in Q1 2020 was Thornburg Investment Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2020.