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MidCap Financial Investment
MFIC

Overview Fund Activity

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
Holders
129
Holders Change
-2
Holders Change %
-1.53%
% of All Funds
2.04%
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
+$2.64M
Net Calls Change
+$1.5M

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$19.6M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$3.46M
3
AWA
3
Arete Wealth Advisors
Illinois
$5.1M
4
AWA
4
Arkadios Wealth Advisors
Georgia
$1.56M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.61M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$32K
2
CHAM
2
Clear Harbor Asset Management
Connecticut
$2.54M
3
TIM
3
Thornburg Investment Management
New Mexico
$38.8M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$0
5
Invesco
5
Invesco
Georgia
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
76
Peak Financial Advisors
Colorado
$201K +$31.1K +2,347 +18%
HPM
77
Hudson Portfolio Management
New York
$194K -$14.6K -1,100 -7%
MFG
78
Merit Financial Group
Georgia
$185K +$185K +14,000 New
HVIA
79
Hudson Valley Investment Advisors
New York
$165K – – –
BPCE
80
Bank Pictet & Cie (Europe)
Germany
$165K +$4.4K +333 +3%
ASN
81
Advisory Services Network
Georgia
$160K +$277 +21 +0.2%
Northern Trust
82
Northern Trust
Illinois
$157K +$157K +11,906 New
TSS
83
Two Sigma Securities
New York
$155K +$155K +11,723 New
SCA
84
Snowden Capital Advisors
New York
$152K +$121K +9,130 +385%
CANY
85
Caxton Associates (New York)
New York
$152K +$152K +11,520 New
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$151K +$5.41K +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 +$56K +4,235 New
PFBT
93
Parkside Financial Bank & Trust
Missouri
$41K +$41K +3,102 New
TRCT
94
Tower Research Capital (TRC)
New York
$36K +$23.7K +1,790 +192%
APA
95
American Portfolios Advisors
New York
$33.8K +$291 +22 +0.9%
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$32K -$3.42M -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