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MidCap Financial Investment
MFIC

Overview Fund Activity

169 hedge funds and large institutions have $355M invested in MidCap Financial Investment in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-3
Holders Change %
-1.74%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
68
Reduced
50
Closed
24
Calls
$1.77M
Puts
$715K
Net Calls
+$1.05M
Net Calls Change
-$67K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$9.92M
2
NW
2
Naviter Wealth
Arkansas
$2.52M
3
AM
3
Ares Management
California
$6.5M
4
CCM
4
Callodine Capital Management
Massachusetts
$3.32M
5
Legal & General Group
5
Legal & General Group
United Kingdom
$8.37M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$1.81M
2
IAIM
2
International Assets Investment Management
Florida
$336K
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$26.9M
4
GA
4
GraniteShares Advisors
New York
$0
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$166K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
51
Confluence Investment Management
Missouri
$1.2M +$7.64K +566 +0.6%
SI
52
Stephens Inc
Arkansas
$1.14M +$13.5K +1,000 +1%
JWCA
53
J.W. Cole Advisors
Florida
$1.1M +$470K +34,875 +74%
DA
54
Denali Advisors
California
$1.09M -$263K -19,496 -19%
CIA
55
Capital Investment Advisors
Georgia
$1.08M -$80.8K -5,991 -7%
GWMIA
56
Global Wealth Management Investment Advisory
Florida
$1.07M +$124K +9,179 +13%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$1.01M -$51.7K -3,833 -5%
MHS
58
M Holdings Securities
Oregon
$1.01M -$31.7K -2,350 -3%
Raymond James Financial
59
Raymond James Financial
Florida
$937K +$937K +69,482 New
WA
60
Whipplewood Advisors
Colorado
$927K +$927K +68,753 New
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$920K +$25K +1,851 +3%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$877K +$691K +51,237 +371%
VEA
63
Virtus ETF Advisers
New York
$841K +$109K +8,063 +15%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$838K -$16K -1,187 -2%
Lido Advisors
65
Lido Advisors
California
$832K -$278K -20,617 -25%
SPC
66
Sigma Planning Corp
Michigan
$815K +$35.5K +2,633 +5%
Kovitz Investment Group Partners
67
Kovitz Investment Group Partners
Illinois
$805K +$108K +8,000 +15%
Jane Street
68
Jane Street
New York
$776K +$303K +22,487 +64%
WI
69
Westbourne Investments
Virginia
$758K +$758K +56,200 New
S
70
SharpePoint
Arizona
$754K +$754K +55,919 New
MIC
71
Meridian Investment Counsel
California
$734K -$217K -16,075 -23%
PIA
72
Panoramic Investment Advisors
Colorado
$723K – – –
Canada Life
73
Canada Life
Manitoba, Canada
$719K -$53.9K -4,001 -7%
SEI Investments
74
SEI Investments
Pennsylvania
$662K -$37.5K -2,778 -5%
CP
75
Camelot Portfolios
Ohio
$611K -$27.1K -2,009 -4%
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