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MidCap Financial Investment
MFIC

118 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, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $3.55M | Put options by funds: $706K

36% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 33

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

11% more capital invested

Capital invested by funds: $231M → $256M (+$24.9M)

1% more funds holding

Funds holding: 117 → 118 (+1)

0.48% more ownership

Funds ownership: 27.89% → 28.36% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% 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
33
Closed
12
Calls
$3.55M
Puts
$706K
Net Calls
+$2.84M
Net Calls Change
+$299K

Top Buyers

Rank Fund Capital Flow
1
GL
Graypoint LLC
New York
+$2.03M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.69M
3
Morgan Stanley
Morgan Stanley
New York
+$1.47M
4
Goldman Sachs
Goldman Sachs
New York
+$1.1M
5
MHS
M Holdings Securities
Oregon
+$864K

Top Sellers

Rank Fund Capital Flow
1
CHAM
Clear Harbor Asset Management
Connecticut
-$3.02M
2
BlackRock
BlackRock
New York
-$1.21M
3
Invesco
Invesco
Georgia
-$939K
4
CP
Camelot Portfolios
Ohio
-$752K
5
AWA
Arete Wealth Advisors
Illinois
-$742K
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
26
Putnam Investments
Massachusetts
$2.03M +$569K +42,511 +41%
BAMF
27
BI Asset Management Fondsmaeglerselskab
Denmark
$1.97M +$286K +21,401 +18%
UBS Group
28
UBS Group
Switzerland
$1.97M -$176K -13,172 -8%
HFS
29
HBC Financial Services
Washington
$1.95M -$3.88K -290 -2%
AWA
30
Arkadios Wealth Advisors
Georgia
$1.68M -$128K -9,544 -7%
DnB Asset Management
31
DnB Asset Management
Norway
$1.6M – – –
LPL Financial
32
LPL Financial
California
$1.51M -$201K -14,985 -12%
MCM
33
McKinley Capital Management
Alaska
$1.48M -$84.7K -6,327 -6%
Wells Fargo
34
Wells Fargo
California
$1.41M -$195K -14,572 -12%
Goldman Sachs
35
Goldman Sachs
New York
$1.35M +$1.1M +82,510 +528%
GAMC
36
Garner Asset Management Corp
Texas
$1.12M -$4.02K -300 -0.4%
MIC
37
Meridian Investment Counsel
California
$1.02M -$66.9K -5,000 -6%
AAM
38
Advisors Asset Management
Colorado
$1.01M +$297K +22,192 +43%
CP
39
Camelot Portfolios
Ohio
$979K -$752K -56,148 -44%
HighTower Advisors
40
HighTower Advisors
Illinois
$928K +$20.8K +1,556 +2%
Canada Life
41
Canada Life
Manitoba, Canada
$900K +$36.8K +2,748 +4%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$891K -$46.3K -3,456 -5%
MHS
43
M Holdings Securities
Oregon
$888K +$864K +64,546 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$856K +$829K +61,924 +19,112%
RVPG
45
Relative Value Partners Group
$772K – – –
PIA
46
Panoramic Investment Advisors
Colorado
$737K +$718K +53,630 New
CAM
47
Cubic Asset Management
Massachusetts
$711K – – –
VEA
48
Virtus ETF Advisers
New York
$695K +$243K +18,175 +56%
SPC
49
Sigma Planning Corp
Michigan
$694K +$64.8K +4,842 +11%
AWM
50
AE Wealth Management
Kansas
$683K +$68K +5,083 +11%
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MFIC Hedge Fund Activity: Q3 2023 in Review

118 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q3 2023, worth a combined $256M — up 11% from $231M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MFIC positions and 12 closed out — a net gain of 2 holders — while 45 added to existing stakes and 33 trimmed.

The largest buyer was Graypoint LLC, opening a new position worth an estimated $2.03M. The largest seller was Clear Harbor Asset Management, exiting entirely with an estimated $3.02M sold.

  • 118 institutional investors held MidCap Financial Investment (MFIC) as of Q3 2023, up from 117 in Q2 2023.
  • Funds reported $256M of MidCap Financial Investment stock for Q3 2023, up 11% quarter-over-quarter.
  • 14 funds opened new MidCap Financial Investment positions in Q3 2023 and 12 closed out, a net change of +2 holders.
  • The largest MidCap Financial Investment buyer in Q3 2023 was Graypoint LLC, an estimated $2.03M added.
  • The largest MidCap Financial Investment seller in Q3 2023 was Clear Harbor Asset Management, an estimated $3.02M sold.

Based on aggregated 13F filings for Q3 2023.