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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.

New
Increased
Maintained
Reduced
Closed
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 %
Stifel Financial
51
Stifel Financial
Missouri
$650K -$1.2K -87 -0.2%
Mackenzie Financial
52
Mackenzie Financial
Ontario, Canada
$647K -$5.51K -416 -0.8%
RJA
53
Raymond James & Associates
Florida
$638K -$93.6K -6,809 -13%
GWMIA
54
Global Wealth Management Investment Advisory
Florida
$618K +$27.9K +2,027 +5%
CC
55
Claybrook Capital
Massachusetts
$607K – – –
JPMPWA
56
J.P. Morgan Private Wealth Advisors
California
$606K +$4.68K +340 +0.8%
NFC
57
Northeast Financial Consultants
Connecticut
$601K – – –
SEI Investments
58
SEI Investments
Pennsylvania
$513K +$65.5K +4,767 +15%
EW
59
Evoke Wealth
California
$506K – – –
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$481K -$35.4K -2,570 -7%
JF
61
Jump Financial
Illinois
$386K +$196K +14,264 +103%
WG
62
Winton Group
United Kingdom
$383K -$400K -29,101 -51%
Northern Trust
63
Northern Trust
Illinois
$315K +$45.3K +3,294 +17%
Mariner
64
Mariner
Kansas
$294K +$178 +13 +0.1%
Mirae Asset Global Investments
65
Mirae Asset Global Investments
South Korea
$291K +$8.47K +616 +3%
US Bancorp
66
US Bancorp
Minnesota
$289K – – –
NA
67
NewEdge Advisors
Louisiana
$287K +$220 +16 +0.1%
IAIM
68
International Assets Investment Management
Florida
$285K -$597K -43,733 -68%
SPIA
69
Steward Partners Investment Advisory
New York
$285K +$159K +11,558 +126%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$284K +$25.8K +1,882 +10%
IA
71
IFP Advisors
Florida
$280K -$11K -800 -4%
OBWG
72
Onyx Bridge Wealth Group
New York
$270K -$61.4K -4,465 -19%
EFG
73
Ethos Financial Group
Pennsylvania
$270K -$44.3K -3,221 -14%
Citadel Advisors
74
Citadel Advisors
Florida
$213K +$189K +13,762 +790%
EGA
75
Eagle Global Advisors
Texas
$207K – – –
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3
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