We are live on ! Find out more
MFIC icon

MidCap Financial Investment

125 hedge funds and large institutions have $194M invested in MidCap Financial Investment in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

757% more call options, than puts

Call options by funds: $4.01M | Put options by funds: $468K

1.01% more ownership

Funds ownership: 28.67%29.68% (+1%)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding

Funds holding: 125125 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 39

2% less capital invested

Capital invested by funds: $197M → $194M (-$3.04M)

Holders
125
Holders Change
Holders Change %
0%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
39
Reduced
39
Closed
18
Calls
$4.01M
Puts
$468K
Net Calls
+$3.54M
Net Calls Change
+$266K
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
76
Eagle Global Advisors
Texas
$154K +$183K +15,060 New
Balyasny Asset Management
77
Balyasny Asset Management
Illinois
$147K +$175K +14,401 New
EFS
78
Essex Financial Services
Connecticut
$143K +$171K +14,000 New
YIH
79
Y-Intercept (HK)
Hong Kong
$139K +$165K +13,553 New
SSA
80
Schonfeld Strategic Advisors
New York
$138K +$164K +13,500 New
BPCE
81
Bank Pictet & Cie (Europe)
Germany
$135K +$5.01K +411 +3%
HVIA
82
Hudson Valley Investment Advisors
New York
$133K
Goldman Sachs
83
Goldman Sachs
New York
$132K -$54.2K -4,449 -26%
ASN
84
Advisory Services Network
Georgia
$132K +$5.59K +459 +4%
WS
85
Wedbush Securities
California
$130K -$30.9K -2,539 -17%
IFG
86
Independent Financial Group
California
$119K +$141K +11,600 New
SCA
87
Snowden Capital Advisors
New York
$117K
FRM
88
Fox Run Management
Connecticut
$116K +$138K +11,338 New
SFA
89
Sequoia Financial Advisors
Ohio
$114K
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$108K -$12.1K -990 -9%
CBB
91
Citizens Business Bank
California
$102K
HI
92
Harbour Investments
Wisconsin
$95K
BWP
93
Baldwin Wealth Partners
Massachusetts
$85K
PFBT
94
Parkside Financial Bank & Trust
Missouri
$33K +$1.07K +88 +3%
APA
95
American Portfolios Advisors
New York
$26.6K +$329 +27 +1%
UB
96
UMB Bank
Missouri
$26K -$26.3K -2,159 -46%
WT
97
Whittier Trust
California
$22K
S
98
SignatureFD
Georgia
$18K +$2.12K +174 +11%
FCMT
99
Founders Capital Management (Texas)
Texas
$15K
Nomura Asset Management
100
Nomura Asset Management
Japan
$14.2K +$8.59K +705 +104%

MFIC Hedge Fund Activity: Q3 2022 in Review

125 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q3 2022, worth a combined $194M — down 1.5% from $197M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MFIC positions and 18 closed out — a net gain of 1 holder — while 39 added to existing stakes and 39 trimmed.

The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $5.06M. The largest seller was Two Sigma Advisers, cutting an estimated $2.38M.

  • 125 institutional investors held MidCap Financial Investment (MFIC) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $194M of MidCap Financial Investment stock for Q3 2022, down 1.5% quarter-over-quarter.
  • 19 funds opened new MidCap Financial Investment positions in Q3 2022 and 18 closed out, a net change of +1 holder.
  • The largest MidCap Financial Investment buyer in Q3 2022 was Arete Wealth Advisors, an estimated $5.06M added.
  • The largest MidCap Financial Investment seller in Q3 2022 was Two Sigma Advisers, an estimated $2.38M sold.

Based on aggregated 13F filings for Q3 2022.