We are live on ! Find out more
MFIC icon

MidCap Financial Investment

149 hedge funds and large institutions have $442M invested in MidCap Financial Investment in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 46 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more capital invested

Capital invested by funds: $419M → $442M (+$23.3M)

0.17% less ownership

Funds ownership: 41.35%41.18% (-0.17%)

7% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 28

3% less funds holding

Funds holding: 153149 (-4)

11% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 46

61% less call options, than puts

Call options by funds: $1.24M | Put options by funds: $3.17M

Holders
149
Holders Change
-4
Holders Change %
-2.61%
% of All Funds
3.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
26
Increased
41
Reduced
46
Closed
28
Calls
$1.24M
Puts
$3.17M
Net Calls
-$1.94M
Net Calls Change
-$256K
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$284K +$13.4K +850 +5%
DI
77
Diligent Investors
California
$278K
CP
78
Cumberland Partners
Ontario, Canada
$245K
DIM
79
DC Investments Management
Virginia
$231K +$230K +14,605 New
PPA
80
Parametric Portfolio Associates
Washington
$227K -$4.65K -296 -2%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$221K +$220K +13,990 New
CAN
82
Claraphi Advisory Network
United States
$219K -$3.1K -197 -1%
DI
83
DFPG Investments
Utah
$217K -$9.9K -630 -5%
OFS
84
OneAscent Financial Services
Alabama
$208K +$207K +13,151 New
GCP
85
GSA Capital Partners
United Kingdom
$202K +$201K +12,789 New
ZCA
86
Zeke Capital Advisors
Pennsylvania
$194K
CIBC World Market
87
CIBC World Market
Ontario, Canada
$191K -$61.8K -3,930 -24%
Two Sigma Advisers
88
Two Sigma Advisers
New York
$189K -$1.87M -119,027 -91%
AI
89
Atria Investments
North Carolina
$188K +$184K +11,731 New
OC
90
Oppenheimer & Co
New York
$186K -$5.23K -333 -3%
EGA
91
Eagle Global Advisors
Texas
$181K
RIG
92
Roosevelt Investment Group
New York
$177K -$1.02K -65 -0.6%
HVIA
93
Hudson Valley Investment Advisors
New York
$174K +$173K +11,000 New
RFN
94
RDA Financial Network
Iowa
$170K
Squarepoint
95
Squarepoint
New York
$164K +$163K +10,354 New
SFA
96
Sequoia Financial Advisors
Ohio
$162K +$161K +10,235 New
Walleye Trading
97
Walleye Trading
New York
$161K +$160K +10,205 New
UCFA
98
United Capital Financial Advisors
Texas
$160K -$47.5K -3,020 -23%
AG
99
Aperio Group
California
$160K +$159K +10,123 New
FCI
100
Financial Counselors Inc
Kansas
$159K

MFIC Hedge Fund Activity: Q2 2019 in Review

149 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q2 2019, worth a combined $442M — up 5.6% from $419M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of MFIC and 26 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 41 added.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $7.96M. The largest seller was Nomura Holdings, exiting entirely with an estimated $6.46M sold.

  • 149 institutional investors held MidCap Financial Investment (MFIC) as of Q2 2019, down from 153 in Q1 2019.
  • Funds reported $442M of MidCap Financial Investment stock for Q2 2019, up 5.6% quarter-over-quarter.
  • 26 funds opened new MidCap Financial Investment positions in Q2 2019 and 28 closed out, a net change of -2 holders.
  • The largest MidCap Financial Investment buyer in Q2 2019 was Arrowstreet Capital, an estimated $7.96M added.
  • The largest MidCap Financial Investment seller in Q2 2019 was Nomura Holdings, an estimated $6.46M sold.

Based on aggregated 13F filings for Q2 2019.