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MidCap Financial Investment
MFIC

129 hedge funds and large institutions have $255M invested in MidCap Financial Investment in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $5.36M | Put options by funds: $2.73M

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more capital invested

Capital invested by funds: $255M → $255M (+$78.7K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.13% less ownership

Funds ownership: 30.67% → 30.54% (-0.13%)

2% less funds holding

Funds holding: 131 → 129 (-2)

Holders
129
Holders Change
-2
Holders Change %
-1.53%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
43
Reduced
33
Closed
20
Calls
$5.36M
Puts
$2.73M
Net Calls
+$2.63M
Net Calls Change
+$1.5M

Top Buyers

1
VanEck Associates
VanEck Associates
New York
+$6.64M
2
Marshall Wace
Marshall Wace
United Kingdom
+$3.48M
3
AWA
Arete Wealth Advisors
Illinois
+$1.6M
4
AWA
Arkadios Wealth Advisors
Georgia
+$852K
5
Morgan Stanley
Morgan Stanley
New York
+$720K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$3.4M
2
CHAM
Clear Harbor Asset Management
Connecticut
-$3.3M
3
TIM
Thornburg Investment Management
New Mexico
-$2.65M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$2.62M
5
Invesco
Invesco
Georgia
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
76
Peak Financial Advisors
Colorado
$201K +$31.2K +2,347 +18%
HPM
77
Hudson Portfolio Management
New York
$194K -$14.6K -1,100 -7%
MFG
78
Merit Financial Group
Georgia
$185K +$186K +14,000 New
HVIA
79
Hudson Valley Investment Advisors
New York
$165K – – –
BPCE
80
Bank Pictet & Cie (Europe)
Germany
$165K +$4.42K +333 +3%
ASN
81
Advisory Services Network
Georgia
$160K +$279 +21 +0.2%
Northern Trust
82
Northern Trust
Illinois
$157K +$158K +11,906 New
TSS
83
Two Sigma Securities
New York
$155K +$156K +11,723 New
SCA
84
Snowden Capital Advisors
New York
$152K +$121K +9,130 +385%
CANY
85
Caxton Associates (New York)
New York
$152K +$153K +11,520 New
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$151K +$5.42K +408 +4%
BRWA
87
B. Riley Wealth Advisors
Florida
$142K +$142K +10,709 New
IWM
88
IHT Wealth Management
Illinois
$136K +$136K +10,270 New
CBB
89
Citizens Business Bank
California
$132K – – –
BWP
90
Baldwin Wealth Partners
Massachusetts
$110K – – –
UB
91
UMB Bank
Missouri
$62K – – –
Walleye Trading
92
Walleye Trading
New York
$56K +$56.2K +4,235 New
PFBT
93
Parkside Financial Bank & Trust
Missouri
$41K +$41.2K +3,102 New
TRCT
94
Tower Research Capital (TRC)
New York
$36K +$23.8K +1,790 +192%
APA
95
American Portfolios Advisors
New York
$33.8K +$292 +22 +0.9%
JP Morgan Chase
96
JP Morgan Chase
New York
$32K -$3.4M -256,465 -99%
WT
97
Whittier Trust
California
$29K – – –
Nisa Investment Advisors
98
Nisa Investment Advisors
Missouri
$25K – – –
CWC
99
Carolinas Wealth Consulting
North Carolina
$23K – – –
FCMT
100
Founders Capital Management (Texas)
Texas
$19K – – –
2 3
4
5 6

MFIC Hedge Fund Activity: Q1 2022 in Review

129 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q1 2022, worth a combined $255M — up 0.03% from $255M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MFIC positions and 20 closed out — a net gain of 1 holder — while 43 added to existing stakes and 33 trimmed.

The largest buyer was VanEck Associates, adding an estimated $6.64M. The largest seller was JP Morgan Chase, cutting an estimated $3.4M.

  • 129 institutional investors held MidCap Financial Investment (MFIC) as of Q1 2022, down from 131 in Q4 2021.
  • Funds reported $255M of MidCap Financial Investment stock for Q1 2022, up 0.03% quarter-over-quarter.
  • 21 funds opened new MidCap Financial Investment positions in Q1 2022 and 20 closed out, a net change of +1 holder.
  • The largest MidCap Financial Investment buyer in Q1 2022 was VanEck Associates, an estimated $6.64M added.
  • The largest MidCap Financial Investment seller in Q1 2022 was JP Morgan Chase, an estimated $3.4M sold.

Based on aggregated 13F filings for Q1 2022.