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MidCap Financial Investment
MFIC

124 hedge funds and large institutions have $213M invested in MidCap Financial Investment in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

554% more call options, than puts

Call options by funds: $2.39M | Put options by funds: $365K

45% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.38% less ownership

Funds ownership: 29.04% → 28.66% (-0.38%)

7% less funds holding

Funds holding: 134 → 124 (-10)

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

96% less capital invested

Capital invested by funds: $5.22B → $213M (-$5.01B)

Holders
124
Holders Change
-10
Holders Change %
-7.46%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
48
Reduced
33
Closed
16
Calls
$2.39M
Puts
$365K
Net Calls
+$2.02M
Net Calls Change
+$527K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$1.63M
2
Bank of America
Bank of America
North Carolina
+$1.39M
3
Goldman Sachs
Goldman Sachs
New York
+$1.23M
4
Morgan Stanley
Morgan Stanley
New York
+$941K
5
VanEck Associates
VanEck Associates
New York
+$739K

Top Sellers

1
BlackRock
BlackRock
New York
-$2.58M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.62M
3
AMH
Apollo Management Holdings
New York
-$1.52M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.35M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$965K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.65M +$402K +33,522 +30%
AWA
27
Arkadios Wealth Advisors
Georgia
$1.53M +$215K +17,984 +15%
CP
28
Camelot Portfolios
Ohio
$1.49M -$76.1K -6,352 -5%
LPL Financial
29
LPL Financial
California
$1.4M +$30.9K +2,579 +2%
BAMF
30
BI Asset Management Fondsmaeglerselskab
Denmark
$1.39M +$59.4K +4,957 +4%
WG
31
Winton Group
United Kingdom
$1.37M +$40.7K +3,393 +3%
DnB Asset Management
32
DnB Asset Management
Norway
$1.32M – – –
MCM
33
McKinley Capital Management
Alaska
$1.31M -$13.8K -1,155 -1%
DADC
34
D.A. Davidson & Co
Montana
$1.31M +$165K +13,787 +14%
Citadel Advisors
35
Citadel Advisors
Florida
$1.19M -$1.62M -135,285 -57%
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$1.18M +$419K +34,963 +51%
GAMC
37
Garner Asset Management Corp
Texas
$1.05M -$18.5K -1,547 -2%
MIC
38
Meridian Investment Counsel
California
$928K – – –
HighTower Advisors
39
HighTower Advisors
Illinois
$912K +$36.6K +3,053 +4%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$753K +$40.8K +3,404 +5%
RJA
41
Raymond James & Associates
Florida
$738K -$50.5K -4,214 -6%
IAIM
42
International Assets Investment Management
Florida
$732K -$427K -35,664 -36%
CAM
43
Cubic Asset Management
Massachusetts
$728K – – –
Mackenzie Financial
44
Mackenzie Financial
Ontario, Canada
$723K +$219K +18,239 +40%
Jane Street
45
Jane Street
New York
$706K +$519K +43,342 +234%
Canada Life
46
Canada Life
Manitoba, Canada
$673K -$379K -31,625 -35%
RVPG
47
Relative Value Partners Group
$640K – – –
Stifel Financial
48
Stifel Financial
Missouri
$549K -$61.7K -5,147 -10%
SPC
49
Sigma Planning Corp
Michigan
$545K +$41.1K +3,430 +8%
HF
50
HRT Financial
New York
$522K -$102K -8,505 -16%
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MFIC Hedge Fund Activity: Q1 2023 in Review

124 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q1 2023, worth a combined $213M — down 96% from $5.22B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of MFIC and 9 opened new positions — a net loss of 7 holders — while 33 trimmed existing stakes and 48 added.

The largest buyer was Millennium Management, adding an estimated $1.63M. The largest seller was BlackRock, cutting an estimated $2.58M.

  • 124 institutional investors held MidCap Financial Investment (MFIC) as of Q1 2023, down from 134 in Q4 2022.
  • Funds reported $213M of MidCap Financial Investment stock for Q1 2023, down 96% quarter-over-quarter.
  • 9 funds opened new MidCap Financial Investment positions in Q1 2023 and 16 closed out, a net change of -7 holders.
  • The largest MidCap Financial Investment buyer in Q1 2023 was Millennium Management, an estimated $1.63M added.
  • The largest MidCap Financial Investment seller in Q1 2023 was BlackRock, an estimated $2.58M sold.

Based on aggregated 13F filings for Q1 2023.