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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
PIA
51
Panoramic Investment Advisors
Colorado
$734K – – –
ECM
52
ExodusPoint Capital Management
New York
$716K +$528K +39,640 +311%
CAM
53
Cubic Asset Management
Massachusetts
$707K – – –
AWM
54
AE Wealth Management
Kansas
$685K -$18.6K -1,394 -3%
Lido Advisors
55
Lido Advisors
California
$652K +$635K +47,666 New
Stifel Financial
56
Stifel Financial
Missouri
$640K -$6.37K -478 -1%
GWMIA
57
Global Wealth Management Investment Advisory
Florida
$619K +$4.44K +333 +0.7%
NFC
58
Northeast Financial Consultants
Connecticut
$598K – – –
RJA
59
Raymond James & Associates
Florida
$590K -$43.3K -3,247 -7%
WG
60
Winton Group
United Kingdom
$526K +$142K +10,652 +38%
SEI Investments
61
SEI Investments
Pennsylvania
$526K +$15.6K +1,168 +3%
VEA
62
Virtus ETF Advisers
New York
$496K -$190K -14,288 -28%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$480K +$1.23K +92 +0.3%
AIM
64
Access Investment Management
Georgia
$356K +$346K +26,000 New
Citadel Advisors
65
Citadel Advisors
Florida
$354K +$138K +10,380 +67%
US Bancorp
66
US Bancorp
Minnesota
$320K +$31.1K +2,333 +11%
FFA
67
Farther Finance Advisors
California
$312K +$304K +22,838 New
NA
68
NewEdge Advisors
Louisiana
$297K +$4.98K +374 +2%
SPIA
69
Steward Partners Investment Advisory
New York
$291K +$7.63K +573 +3%
MCA
70
Millennium Capital Advisors
Arkansas
$288K +$281K +21,055 New
Truist Financial
71
Truist Financial
North Carolina
$286K +$279K +20,922 New
IAIM
72
International Assets Investment Management
Florida
$286K +$13 +1 +0%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$270K -$13.1K -983 -5%
EFG
74
Ethos Financial Group
Pennsylvania
$269K – – –
OBWG
75
Onyx Bridge Wealth Group
New York
$269K – – –
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.