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MidCap Financial Investment
MFIC

117 hedge funds and large institutions have $231M invested in MidCap Financial Investment in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more call options, than puts

Call options by funds: $3.22M | Put options by funds: $678K

9% more capital invested

Capital invested by funds: $213M → $231M (+$18.5M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.77% less ownership

Funds ownership: 28.66% → 27.89% (-0.77%)

8% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 37

6% less funds holding

Funds holding: 124 → 117 (-7)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
117
Holders Change
-7
Holders Change %
-5.65%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
34
Reduced
37
Closed
19
Calls
$3.22M
Puts
$678K
Net Calls
+$2.54M
Net Calls Change
+$523K

Top Buyers

Rank Fund Capital Flow
1
PI
Putnam Investments
Massachusetts
+$1.22M
2
VanEck Associates
VanEck Associates
New York
+$769K
3
AAM
Advisors Asset Management
Colorado
+$595K
4
AGM
Alpine Global Management
New York
+$583K
5
Two Sigma Investments
Two Sigma Investments
New York
+$489K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$2.2M
2
Bank of America
Bank of America
North Carolina
-$1.4M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.19M
4
Millennium Management
Millennium Management
New York
-$1.12M
5
WG
Winton Group
United Kingdom
-$737K
Name Holding Trade Value Shares
Change 		Change in
Stake
JF
76
Jump Financial
Illinois
$174K +$161K +13,836 New
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$164K +$245 +21 +0.2%
ASN
78
Advisory Services Network
Georgia
$158K +$373 +32 +0.3%
SCA
79
Snowden Capital Advisors
New York
$147K – – –
IFG
80
Independent Financial Group
California
$146K – – –
QT
81
Quantbot Technologies
New York
$142K +$19.4K +1,663 +17%
ProShare Advisors
82
ProShare Advisors
Maryland
$140K +$1.55K +133 +1%
SFA
83
Sequoia Financial Advisors
Ohio
$133K +$292 +25 +0.2%
SSA
84
Schonfeld Strategic Advisors
New York
$128K -$56K -4,800 -32%
PA
85
Parallel Advisors
California
$118K +$47.5K +4,076 +77%
SPIA
86
Steward Partners Investment Advisory
New York
$115K +$1.39K +119 +1%
BWP
87
Baldwin Wealth Partners
Massachusetts
$105K – – –
HI
88
Harbour Investments
Wisconsin
$90.3K -$3.27K -280 -4%
RFA
89
Register Financial Advisors
Georgia
$90.3K – – –
ACM
90
Aquatic Capital Management
Illinois
$58K +$53.6K +4,600 New
PFBT
91
Parkside Financial Bank & Trust
Missouri
$46.3K +$1.25K +107 +3%
Group One Trading
92
Group One Trading
Illinois
$34.2K +$5.83K +500 +23%
WT
93
Whittier Trust
California
$27.5K – – –
S
94
SignatureFD
Georgia
$24.2K -$536 -46 -2%
Citadel Advisors
95
Citadel Advisors
Florida
$21.9K -$1.19M -102,383 -98%
FCMT
96
Founders Capital Management (Texas)
Texas
$18.8K – – –
TRCT
97
Tower Research Capital (TRC)
New York
$17.5K -$51.9K -4,449 -76%
KTC
98
Kistler-Tiffany Companies
Pennsylvania
$10.6K – – –
FHA
99
First Horizon Advisors
Tennessee
$9.42K – – –
Nomura Asset Management
100
Nomura Asset Management
Japan
$8.14K – – –
2 3
4
5 6

MFIC Hedge Fund Activity: Q2 2023 in Review

117 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q2 2023, worth a combined $231M — up 8.7% from $213M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of MFIC and 12 opened new positions — a net loss of 7 holders — while 37 trimmed existing stakes and 34 added.

The largest buyer was Putnam Investments, opening a new position worth an estimated $1.22M. The largest seller was Goldman Sachs, cutting an estimated $2.2M.

  • 117 institutional investors held MidCap Financial Investment (MFIC) as of Q2 2023, down from 124 in Q1 2023.
  • Funds reported $231M of MidCap Financial Investment stock for Q2 2023, up 8.7% quarter-over-quarter.
  • 12 funds opened new MidCap Financial Investment positions in Q2 2023 and 19 closed out, a net change of -7 holders.
  • The largest MidCap Financial Investment buyer in Q2 2023 was Putnam Investments, an estimated $1.22M added.
  • The largest MidCap Financial Investment seller in Q2 2023 was Goldman Sachs, an estimated $2.2M sold.

Based on aggregated 13F filings for Q2 2023.