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MidCap Financial Investment
MFIC

124 hedge funds and large institutions have $272M invested in MidCap Financial Investment in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

42% more call options, than puts

Call options by funds: $3.09M | Put options by funds: $2.17M

24% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 33

6% more capital invested

Capital invested by funds: $256M → $272M (+$16M)

5% more funds holding

Funds holding: 118 → 124 (+6)

1.92% more ownership

Funds ownership: 28.36% → 30.28% (+1.9%)

Holders
124
Holders Change
+6
Holders Change %
+5.08%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
41
Reduced
33
Closed
13
Calls
$3.09M
Puts
$2.17M
Net Calls
+$921K
Net Calls Change
-$1.92M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$13.6M
2
VanEck Associates
VanEck Associates
New York
+$1.53M
3
GA
GraniteShares Advisors
New York
+$1.43M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$1.38M
5
SSA
Schonfeld Strategic Advisors
New York
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$1.98M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.71M
3
GAMC
Garner Asset Management Corp
Texas
-$1.12M
4
Millennium Management
Millennium Management
New York
-$1.12M
5
AWA
Arete Wealth Advisors
Illinois
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
GL
26
Graypoint LLC
New York
$2.14M +$56.1K +4,210 +3%
HFS
27
HBC Financial Services
Washington
$2.04M -$10.2K -765 -7%
UBS Group
28
UBS Group
Switzerland
$2.03M +$74.2K +5,571 +4%
Goldman Sachs
29
Goldman Sachs
New York
$1.83M +$475K +35,663 +36%
AAM
30
Advisors Asset Management
Colorado
$1.73M +$710K +53,307 +73%
LPL Financial
31
LPL Financial
California
$1.7M +$193K +14,516 +13%
AWA
32
Arkadios Wealth Advisors
Georgia
$1.67M -$360 -27 -0%
DnB Asset Management
33
DnB Asset Management
Norway
$1.59M – – –
GA
34
GraniteShares Advisors
New York
$1.47M +$1.43M +107,475 New
MCM
35
McKinley Capital Management
Alaska
$1.45M -$18.6K -1,394 -1%
Tudor Investment Corp
36
Tudor Investment Corp
Connecticut
$1.42M +$1.38M +103,628 New
Wells Fargo
37
Wells Fargo
California
$1.38M -$27.1K -2,032 -2%
CP
38
Camelot Portfolios
Ohio
$1.24M +$255K +19,173 +27%
SSA
39
Schonfeld Strategic Advisors
New York
$1.07M +$1.04M +78,200 New
MHS
40
M Holdings Securities
Oregon
$1.04M +$151K +11,317 +18%
CastleKeep Investment Advisors
41
CastleKeep Investment Advisors
Connecticut
$1.02M +$997K +74,830 New
MIC
42
Meridian Investment Counsel
California
$1,000K -$18.7K -1,400 -2%
HighTower Advisors
43
HighTower Advisors
Illinois
$918K -$5.77K -433 -0.6%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$908K +$21.7K +1,630 +3%
Millennium Management
45
Millennium Management
New York
$903K -$1.12M -84,232 -56%
JP Morgan Chase
46
JP Morgan Chase
New York
$854K +$831K +62,392 +311,960%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$852K – – –
JF
48
Jump Financial
Illinois
$826K +$430K +32,301 +115%
Canada Life
49
Canada Life
Manitoba, Canada
$799K -$88.1K -6,613 -10%
RVPG
50
Relative Value Partners Group
$768K – – –
1
2
3 4 5

MFIC Hedge Fund Activity: Q4 2023 in Review

124 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q4 2023, worth a combined $272M — up 6.3% from $256M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MFIC positions and 13 closed out — a net gain of 9 holders — while 41 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.6M. The largest seller was Invesco, cutting an estimated $1.98M.

  • 124 institutional investors held MidCap Financial Investment (MFIC) as of Q4 2023, up from 118 in Q3 2023.
  • Funds reported $272M of MidCap Financial Investment stock for Q4 2023, up 6.3% quarter-over-quarter.
  • 22 funds opened new MidCap Financial Investment positions in Q4 2023 and 13 closed out, a net change of +9 holders.
  • The largest MidCap Financial Investment buyer in Q4 2023 was Morgan Stanley, an estimated $13.6M added.
  • The largest MidCap Financial Investment seller in Q4 2023 was Invesco, an estimated $1.98M sold.

Based on aggregated 13F filings for Q4 2023.