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MidCap Financial Investment
MFIC

Overview Fund Activity

117 hedge funds and large institutions have $256M invested in MidCap Financial Investment in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
45
Reduced
32
Closed
12
Calls
$3.55M
Puts
$706K
Net Calls
+$2.84M
Net Calls Change
+$299K

Top Buyers

1
GL
1
Graypoint LLC
New York
$2.09M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.46M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.35M
5
MHS
5
M Holdings Securities
Oregon
$888K

Top Sellers

1
CHAM
1
Clear Harbor Asset Management
Connecticut
$0
2
BlackRock
2
BlackRock
New York
$3.95M
3
Invesco
3
Invesco
Georgia
$10.9M
4
CP
4
Camelot Portfolios
Ohio
$979K
5
AWA
5
Arete Wealth Advisors
Illinois
$5.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$192K +$12.1K +883 +7%
Connor, Clark & Lunn Investment Management (CC&L)
77
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$179K +$179K +13,005 New
ASN
78
Advisory Services Network
Georgia
$176K +$2.94K +214 +2%
ECM
79
ExodusPoint Capital Management
New York
$175K +$175K +12,728 New
Creative Planning
80
Creative Planning
Kansas
$157K +$157K +11,397 New
BRWA
81
B. Riley Wealth Advisors
Florida
$156K -$47K -3,417 -23%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$150K +$150K +10,899 New
SFA
83
Sequoia Financial Advisors
Ohio
$146K – – –
AGM
84
Alpine Global Management
New York
$138K -$550K -39,968 -80%
PA
85
Parallel Advisors
California
$129K – – –
PI
86
PEAK6 Investments
Illinois
$118K +$118K +8,566 New
BWP
87
Baldwin Wealth Partners
Massachusetts
$115K – – –
HI
88
Harbour Investments
Wisconsin
$98.9K – – –
RFA
89
Register Financial Advisors
Georgia
$98.9K – – –
PFBT
90
Parkside Financial Bank & Trust
Missouri
$82.8K +$32.1K +2,335 +63%
Comerica Bank
91
Comerica Bank
Texas
$76.2K +$76.2K +5,540 +138,500%
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$41.1K +$41.1K +2,992 New
TRCT
93
Tower Research Capital (TRC)
New York
$33.5K +$14.3K +1,038 +74%
WT
94
Whittier Trust
California
$30.1K – – –
S
95
SignatureFD
Georgia
$28.3K +$1.82K +132 +7%
PWA
96
Provenance Wealth Advisors
Florida
$24.9K +$24.9K +1,809 New
FCMT
97
Founders Capital Management (Texas)
Texas
$20.6K – – –
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$16.3K +$8.54K +621 +110%
Nomura Asset Management
99
Nomura Asset Management
Japan
$15.5K +$6.57K +478 +74%
IPW
100
Impact Partnership Wealth
Georgia
$14.7K +$14.7K +1,066 New
2 3
4
5 6