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MidCap Financial Investment
MFIC

127 hedge funds and large institutions have $290M invested in MidCap Financial Investment in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $2.51M | Put options by funds: $526K

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

1% less funds holding

Funds holding: 128 → 127 (-1)

0.87% less ownership

Funds ownership: 30.27% → 29.4% (-0.87%)

2% less capital invested

Capital invested by funds: $297M → $290M (-$7.07M)

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
44
Reduced
34
Closed
19
Calls
$2.51M
Puts
$526K
Net Calls
+$1.98M
Net Calls Change
+$11.8M

Top Buyers

1
Two Sigma Advisers
Two Sigma Advisers
New York
+$3.9M
2
VanEck Associates
VanEck Associates
New York
+$3.47M
3
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$1.18M
4
Franklin Resources
Franklin Resources
California
+$1.05M
5
CWM
Congress Wealth Management
Massachusetts
+$999K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$10.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.06M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.74M
4
AWA
Arete Wealth Advisors
Illinois
-$1.5M
5
BAMF
BI Asset Management Fondsmaeglerselskab
Denmark
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHCM
76
Brevan Howard Capital Management
Jersey
$193K +$195K +12,744 New
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$193K -$44.3K -2,892 -18%
IFG
78
Independent Financial Group
California
$186K +$8.43K +550 +5%
SP
79
Stablepoint Partners
Massachusetts
$180K – – –
ASN
80
Advisory Services Network
Georgia
$174K -$7.43K -485 -4%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$162K +$164K +10,706 New
Creative Planning
82
Creative Planning
Kansas
$161K -$6.24K -407 -4%
ProShare Advisors
83
ProShare Advisors
Maryland
$159K +$161K +10,489 New
HWM
84
HB Wealth Management
Georgia
$153K +$155K +10,131 New
AWM
85
Accel Wealth Management
Iowa
$151K +$153K +10,000 New
PA
86
Parallel Advisors
California
$140K -$1.35K -88 -0.9%
EFS
87
Essex Financial Services
Connecticut
$135K +$155K +10,150 New
BWP
88
Baldwin Wealth Partners
Massachusetts
$126K – – –
RFA
89
Register Financial Advisors
Georgia
$115K +$153 +10 +0.1%
HI
90
Harbour Investments
Wisconsin
$100K – – –
PFBT
91
Parkside Financial Bank & Trust
Missouri
$98.4K +$2.42K +158 +2%
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$93.6K -$315K -20,559 -77%
Lazard Asset Management
93
Lazard Asset Management
New York
$93K +$94.9K +6,194 New
SNB
94
Security National Bank
Nebraska
$84K – – –
Comerica Bank
95
Comerica Bank
Texas
$81.4K -$214 -14 -0.3%
BBHC
96
Brown Brothers Harriman & Co
New York
$81K +$82K +5,351 New
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$45.6K -$7.38K -482 -14%
S
98
SignatureFD
Georgia
$41.3K – – –
Citigroup
99
Citigroup
New York
$35.3K +$9.07K +592 +34%
AWM
100
Activest Wealth Management
Florida
$34.3K +$34.7K +2,266 New
2 3
4
5 6

MFIC Hedge Fund Activity: Q2 2024 in Review

127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q2 2024, worth a combined $290M — down 2.4% from $297M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MFIC positions and 19 closed out — a net gain of 3 holders — while 44 added to existing stakes and 34 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $3.9M. The largest seller was Susquehanna International Group, cutting an estimated $10.1M.

  • 127 institutional investors held MidCap Financial Investment (MFIC) as of Q2 2024, down from 128 in Q1 2024.
  • Funds reported $290M of MidCap Financial Investment stock for Q2 2024, down 2.4% quarter-over-quarter.
  • 22 funds opened new MidCap Financial Investment positions in Q2 2024 and 19 closed out, a net change of +3 holders.
  • The largest MidCap Financial Investment buyer in Q2 2024 was Two Sigma Advisers, an estimated $3.9M added.
  • The largest MidCap Financial Investment seller in Q2 2024 was Susquehanna International Group, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2024.