We are live on ! Find out more
MFIC icon

MidCap Financial Investment

194 hedge funds and large institutions have $515M invested in MidCap Financial Investment in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 60 increasing their positions, 72 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.77% less ownership

Funds ownership: 16.17%15.39% (-0.77%)

6% less funds holding

Funds holding: 206194 (-12)

15% less capital invested

Capital invested by funds: $606M → $515M (-$91.4M)

17% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 72

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

41% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 27

76% less call options, than puts

Call options by funds: $157K | Put options by funds: $648K

Holders
194
Holders Change
-12
Holders Change %
-5.83%
% of All Funds
4.45%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
16
Increased
60
Reduced
72
Closed
27
Calls
$157K
Puts
$648K
Net Calls
-$491K
Net Calls Change
-$179K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
76
PineBridge Investments
New York
$455K +$83.2K +5,010 +21%
Macquarie Group
77
Macquarie Group
Australia
$446K -$286K -17,208 -38%
RJA
78
Raymond James & Associates
Florida
$431K +$61.6K +3,707 +16%
AG
79
Aperio Group
California
$426K +$283K +17,033 +167%
OC
80
Oppenheimer & Co
New York
$423K +$3.87K +233 +0.9%
EGM
81
Engineers Gate Manager
New York
$412K +$437K +26,319 New
SG Americas Securities
82
SG Americas Securities
New York
$402K -$11.5K -694 -3%
Skandinaviska Enskilda Banken (SEB)
83
Skandinaviska Enskilda Banken (SEB)
Sweden
$401K -$5.8K -349 -1%
OIA
84
Optimum Investment Advisors
Illinois
$392K
CIBC World Market
85
CIBC World Market
Ontario, Canada
$383K -$40.4K -2,433 -9%
IA
86
IFP Advisors
Florida
$370K
AA
87
Ancora Advisors
Ohio
$350K +$371K +22,333 New
DIM
88
DC Investments Management
Virginia
$341K -$132K -7,949 -27%
CAM
89
Cubic Asset Management
Massachusetts
$341K -$2.77K -167 -0.8%
SGCA
90
Steel Grove Capital Advisors
Tennessee
$339K +$6.69K +403 +2%
ATFA
91
All Terrain Financial Advisors
Minnesota
$313K
Canada Life
92
Canada Life
Manitoba, Canada
$300K +$318K +19,133 New
RIM
93
Regent Investment Management
Kentucky
$275K -$24.9K -1,500 -8%
DI
94
Diligent Investors
California
$275K
Citigroup
95
Citigroup
New York
$266K -$38.4K -2,310 -12%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$265K
AAM
97
AR Asset Management
California
$261K
BRF
98
B. Riley Financial
California
$254K +$2.21K +133 +0.8%
Wolverine Trading
99
Wolverine Trading
Illinois
$254K +$152K +9,179 +130%
EGA
100
Eagle Global Advisors
Texas
$251K -$84.4K -5,083 -24%

MFIC Hedge Fund Activity: Q1 2018 in Review

194 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q1 2018, worth a combined $515M — down 15% from $606M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of MFIC and 16 opened new positions — a net loss of 11 holders — while 72 trimmed existing stakes and 60 added.

The largest buyer was Ares Management, adding an estimated $6.04M. The largest seller was Arrowstreet Capital, cutting an estimated $7.93M.

  • 194 institutional investors held MidCap Financial Investment (MFIC) as of Q1 2018, down from 206 in Q4 2017.
  • Funds reported $515M of MidCap Financial Investment stock for Q1 2018, down 15% quarter-over-quarter.
  • 16 funds opened new MidCap Financial Investment positions in Q1 2018 and 27 closed out, a net change of -11 holders.
  • The largest MidCap Financial Investment buyer in Q1 2018 was Ares Management, an estimated $6.04M added.
  • The largest MidCap Financial Investment seller in Q1 2018 was Arrowstreet Capital, an estimated $7.93M sold.

Based on aggregated 13F filings for Q1 2018.