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MidCap Financial Investment
MFIC

Overview Fund Activity

117 hedge funds and large institutions have $256M invested in MidCap Financial Investment in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
45
Reduced
32
Closed
12
Calls
$3.55M
Puts
$706K
Net Calls
+$2.84M
Net Calls Change
+$299K

Top Buyers

1
GL
1
Graypoint LLC
New York
$2.09M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.46M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.35M
5
MHS
5
M Holdings Securities
Oregon
$888K

Top Sellers

1
CHAM
1
Clear Harbor Asset Management
Connecticut
$0
2
BlackRock
2
BlackRock
New York
$3.95M
3
Invesco
3
Invesco
Georgia
$10.9M
4
CP
4
Camelot Portfolios
Ohio
$979K
5
AWA
5
Arete Wealth Advisors
Illinois
$5.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
26
Putnam Investments
Massachusetts
$2.03M +$585K +42,511 +41%
BAMF
27
BI Asset Management Fondsmaeglerselskab
Denmark
$1.97M +$294K +21,401 +18%
UBS Group
28
UBS Group
Switzerland
$1.97M -$181K -13,172 -8%
HFS
29
HBC Financial Services
Washington
$1.95M -$49.6K -290 -2%
AWA
30
Arkadios Wealth Advisors
Georgia
$1.68M -$131K -9,544 -7%
DnB Asset Management
31
DnB Asset Management
Norway
$1.6M – – –
LPL Financial
32
LPL Financial
California
$1.51M -$206K -14,985 -12%
MCM
33
McKinley Capital Management
Alaska
$1.48M -$87K -6,327 -6%
Wells Fargo
34
Wells Fargo
California
$1.41M -$200K -14,572 -12%
Goldman Sachs
35
Goldman Sachs
New York
$1.35M +$1.13M +82,510 +528%
GAMC
36
Garner Asset Management Corp
Texas
$1.12M -$4.13K -300 -0.4%
MIC
37
Meridian Investment Counsel
California
$1.02M -$68.8K -5,000 -6%
AAM
38
Advisors Asset Management
Colorado
$1.01M +$305K +22,192 +43%
CP
39
Camelot Portfolios
Ohio
$979K -$772K -56,148 -44%
HighTower Advisors
40
HighTower Advisors
Illinois
$928K +$21.4K +1,556 +2%
Canada Life
41
Canada Life
Manitoba, Canada
$900K +$37.8K +2,748 +4%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$891K -$47.5K -3,456 -5%
MHS
43
M Holdings Securities
Oregon
$888K +$888K +64,546 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$856K +$851K +61,924 +19,112%
RVPG
45
Relative Value Partners Group
$772K – – –
PIA
46
Panoramic Investment Advisors
Colorado
$737K +$737K +53,630 New
CAM
47
Cubic Asset Management
Massachusetts
$711K – – –
VEA
48
Virtus ETF Advisers
New York
$695K +$250K +18,175 +56%
SPC
49
Sigma Planning Corp
Michigan
$694K +$66.6K +4,842 +11%
AWM
50
AE Wealth Management
Kansas
$683K +$69.9K +5,083 +11%
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