We are live on ! Find out more
MFIC icon

MidCap Financial Investment
MFIC

134 hedge funds and large institutions have $5.22B invested in MidCap Financial Investment in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,586% more capital invested

Capital invested by funds: $194M → $5.22B (+$5.03B)

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

81% more call options, than puts

Call options by funds: $3.33M | Put options by funds: $1.84M

7% more funds holding

Funds holding: 125 → 134 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.64% less ownership

Funds ownership: 29.68% → 29.04% (-0.64%)

12% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 41

Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
36
Reduced
41
Closed
13
Calls
$3.33M
Puts
$1.84M
Net Calls
+$1.5M
Net Calls Change
-$2.05M

Top Buyers

Rank Fund Capital Flow
1
BAMF
BI Asset Management Fondsmaeglerselskab
Denmark
+$1.35M
2
Goldman Sachs
Goldman Sachs
New York
+$1.02M
3
Bank of America
Bank of America
North Carolina
+$669K
4
RVPG
Relative Value Partners Group
+$647K
5
VanEck Associates
VanEck Associates
New York
+$577K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$3.83M
2
Two Sigma Investments
Two Sigma Investments
New York
-$550K
3
Invesco
Invesco
Georgia
-$534K
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$525K
5
Jane Street
Jane Street
New York
-$517K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
51
AE Wealth Management
Kansas
$593K -$282K -24,486 -32%
Mackenzie Financial
52
Mackenzie Financial
Ontario, Canada
$515K -$7.75K -673 -1%
SPC
53
Sigma Planning Corp
Michigan
$506K +$4.25K +369 +0.8%
CC
54
Claybrook Capital
Massachusetts
$503K – – –
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$501K -$39K -3,389 -7%
NFC
56
Northeast Financial Consultants
Connecticut
$499K – – –
CANY
57
Caxton Associates (New York)
New York
$459K -$68K -5,902 -13%
EW
58
Evoke Wealth
California
$433K – – –
GWMIA
59
Global Wealth Management Investment Advisory
Florida
$433K +$27.3K +2,369 +7%
MHS
60
M Holdings Securities
Oregon
$422K -$96.2K -8,349 -18%
VEA
61
Virtus ETF Advisers
New York
$403K -$67.8K -5,885 -14%
JF
62
Jump Financial
Illinois
$402K -$23K -2,000 -5%
JMPWA
63
JP Morgan Private Wealth Advisors
California
$357K +$361K +31,309 New
IA
64
IFP Advisors
Florida
$353K – – –
MFG
65
Merit Financial Group
Georgia
$344K +$69.2K +6,004 +25%
OBWG
66
Onyx Bridge Wealth Group
New York
$286K +$24.9K +2,165 +10%
EFG
67
Ethos Financial Group
Pennsylvania
$269K +$263K +22,849 New
GC
68
Guggenheim Capital
Illinois
$248K -$4.24K -368 -2%
DTL
69
Dynamic Technology Lab
Singapore
$246K +$248K +21,569 New
US Bancorp
70
US Bancorp
Minnesota
$240K – – –
CF
71
Centaurus Financial
California
$239K -$12.9K -1,116 -5%
NA
72
NewEdge Advisors
Louisiana
$238K +$240K +20,838 New
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$229K -$1.98K -172 -0.8%
Mirae Asset Global Investments
74
Mirae Asset Global Investments
South Korea
$220K +$12.5K +1,086 +6%
Jane Street
75
Jane Street
New York
$211K -$517K -44,893 -71%
1 2
3
4 5

MFIC Hedge Fund Activity: Q4 2022 in Review

134 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q4 2022, worth a combined $5.22B — up 2,586% from $194M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MFIC positions and 13 closed out — a net gain of 12 holders — while 36 added to existing stakes and 41 trimmed.

The largest buyer was BI Asset Management Fondsmaeglerselskab, opening a new position worth an estimated $1.35M. The largest seller was Millennium Management, cutting an estimated $3.83M.

  • 134 institutional investors held MidCap Financial Investment (MFIC) as of Q4 2022, up from 125 in Q3 2022.
  • Funds reported $5.22B of MidCap Financial Investment stock for Q4 2022, up 2,586% quarter-over-quarter.
  • 25 funds opened new MidCap Financial Investment positions in Q4 2022 and 13 closed out, a net change of +12 holders.
  • The largest MidCap Financial Investment buyer in Q4 2022 was BI Asset Management Fondsmaeglerselskab, an estimated $1.35M added.
  • The largest MidCap Financial Investment seller in Q4 2022 was Millennium Management, an estimated $3.83M sold.

Based on aggregated 13F filings for Q4 2022.