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MidCap Financial Investment
MFIC

176 hedge funds and large institutions have $341M invested in MidCap Financial Investment in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 72 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 14

213% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 23

121% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $926K

39% more funds holding

Funds holding: 127 → 176 (+49)

18% more capital invested

Capital invested by funds: $290M → $341M (+$51.5M)

1.93% less ownership

Funds ownership: 29.4% → 27.47% (-1.9%)

Holders
176
Holders Change
+49
Holders Change %
+38.58%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
64
Increased
72
Reduced
23
Closed
14
Calls
$2.05M
Puts
$926K
Net Calls
+$1.12M
Net Calls Change
-$859K

Top Buyers

Rank Fund Capital Flow
1
VanEck Associates
VanEck Associates
New York
+$10.7M
2
Morgan Stanley
Morgan Stanley
New York
+$7.35M
3
Wells Fargo
Wells Fargo
California
+$6.64M
4
FIA
Foundations Investment Advisors
Arizona
+$4.4M
5
AM
Ares Management
California
+$4.38M

Top Sellers

Rank Fund Capital Flow
1
NRCM
Northern Right Capital Management
Connecticut
-$6.59M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$3.26M
3
AWA
Arete Wealth Advisors
Illinois
-$1.17M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$818K
5
Legal & General Group
Legal & General Group
United Kingdom
-$818K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$3.22M +$2.72M +192,731 +404%
NCM
27
Next Capital Management
New York
$2.66M +$2.65M +187,880 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.66M +$2.31M +163,855 +470%
AGM
29
Alpine Global Management
New York
$2.56M +$2.7M +191,300 New
MC
30
Muzinich & Co
New York
$2.5M +$13.4K +946 +0.5%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$2.42M +$13.4K +946 +0.5%
DnB Asset Management
32
DnB Asset Management
Norway
$2.3M +$31.6K +2,237 +1%
GL
33
Graypoint LLC
New York
$2.29M +$102K +7,189 +4%
Tudor Investment Corp
34
Tudor Investment Corp
Connecticut
$2.28M +$601K +42,560 +33%
GA
35
GraniteShares Advisors
New York
$2.25M +$385K +27,290 +19%
LSV Asset Management
36
LSV Asset Management
Illinois
$2.22M -$120K -8,500 -5%
JP Morgan Chase
37
JP Morgan Chase
New York
$1.9M +$1.47M +103,741 +274%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.8M +$1.72M +121,828 +956%
GAMC
39
Garner Asset Management Corp
Texas
$1.73M +$688K +48,706 +60%
Barclays
40
Barclays
United Kingdom
$1.66M +$1.75M +123,569 +190,106%
AWA
41
Arkadios Wealth Advisors
Georgia
$1.55M +$177K +12,509 +12%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.4M -$720K -50,972 -33%
DA
43
Denali Advisors
California
$1.34M +$1.42M +100,399 New
AI
44
Atom Investors
Texas
$1.26M +$1.32M +93,741 New
CCM
45
Callodine Capital Management
Massachusetts
$1.25M +$1.31M +93,112 New
FCM
46
FJ Capital Management
Virginia
$1.24M +$1.3M +92,316 New
HighTower Advisors
47
HighTower Advisors
Illinois
$1.23M +$427K +30,262 +49%
CIM
48
Confluence Investment Management
Missouri
$1.18M +$1.24M +88,078 New
CIA
49
Capital Investment Advisors
Georgia
$1.15M +$1.21M +85,745 New
CastleKeep Investment Advisors
50
CastleKeep Investment Advisors
Connecticut
$1.12M +$178K +12,604 +18%
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MFIC Hedge Fund Activity: Q3 2024 in Review

176 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q3 2024, worth a combined $341M — up 18% from $290M a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new MFIC positions and 14 closed out — a net gain of 50 holders — while 72 added to existing stakes and 23 trimmed.

The largest buyer was VanEck Associates, adding an estimated $10.7M. The largest seller was Northern Right Capital Management, exiting entirely with an estimated $6.59M sold.

  • 176 institutional investors held MidCap Financial Investment (MFIC) as of Q3 2024, up from 127 in Q2 2024.
  • Funds reported $341M of MidCap Financial Investment stock for Q3 2024, up 18% quarter-over-quarter.
  • 64 funds opened new MidCap Financial Investment positions in Q3 2024 and 14 closed out, a net change of +50 holders.
  • The largest MidCap Financial Investment buyer in Q3 2024 was VanEck Associates, an estimated $10.7M added.
  • The largest MidCap Financial Investment seller in Q3 2024 was Northern Right Capital Management, an estimated $6.59M sold.

Based on aggregated 13F filings for Q3 2024.