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MidCap Financial Investment
MFIC

176 hedge funds and large institutions have $341M invested in MidCap Financial Investment in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 72 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 14

213% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 23

121% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $926K

39% more funds holding

Funds holding: 127 → 176 (+49)

18% more capital invested

Capital invested by funds: $290M → $341M (+$51.5M)

1.93% less ownership

Funds ownership: 29.4% → 27.47% (-1.9%)

Holders
176
Holders Change
+49
Holders Change %
+38.58%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
64
Increased
72
Reduced
23
Closed
14
Calls
$2.05M
Puts
$926K
Net Calls
+$1.12M
Net Calls Change
-$859K

Top Buyers

Rank Fund Capital Flow
1
VanEck Associates
VanEck Associates
New York
+$10.7M
2
Morgan Stanley
Morgan Stanley
New York
+$7.35M
3
Wells Fargo
Wells Fargo
California
+$6.64M
4
FIA
Foundations Investment Advisors
Arizona
+$4.4M
5
AM
Ares Management
California
+$4.38M

Top Sellers

Rank Fund Capital Flow
1
NRCM
Northern Right Capital Management
Connecticut
-$6.59M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$3.26M
3
AWA
Arete Wealth Advisors
Illinois
-$1.17M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$818K
5
Legal & General Group
Legal & General Group
United Kingdom
-$818K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
76
Jane Street
New York
$469K +$495K +35,033 New
OIA
77
OneDigital Investment Advisors
Kansas
$428K +$451K +31,939 New
Truist Financial
78
Truist Financial
North Carolina
$416K +$32K +2,264 +8%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$405K +$427K +30,261 New
Northern Trust
80
Northern Trust
Illinois
$385K +$406K +28,736 New
Credit Agricole
81
Credit Agricole
France
$368K +$388K +27,505 New
QT
82
Quantbot Technologies
New York
$351K +$370K +26,190 New
MM
83
MQS Management
New York
$340K -$178K -12,615 -33%
SPIA
84
Steward Partners Investment Advisory
New York
$334K +$36.2K +2,566 +11%
MCA
85
Millennium Capital Advisors
Arkansas
$333K +$53.7K +3,803 +18%
EAM
86
Everstar Asset Management
North Carolina
$330K +$348K +24,650 New
NA
87
NewEdge Advisors
Louisiana
$329K +$39.3K +2,785 +13%
US Bancorp
88
US Bancorp
Minnesota
$316K -$7.06K -500 -2%
DTL
89
Dynamic Technology Lab
Singapore
$307K +$324K +22,939 New
WS
90
Wedbush Securities
California
$301K +$318K +22,512 New
HF
91
HRT Financial
New York
$299K +$126K +8,887 +66%
WLPWM
92
Walled Lake Planning & Wealth Management
Illinois
$298K +$315K +22,271 New
Mirae Asset Global Investments
93
Mirae Asset Global Investments
South Korea
$294K +$11.8K +837 +4%
CAGAS
94
Capital Advisory Group Advisory Services
Minnesota
$289K +$305K +21,617 New
PS
95
Principal Securities
Iowa
$289K +$303K +21,456 +19,684%
TWP
96
Tyche Wealth Partners
Texas
$284K +$300K +21,228 New
KAS
97
Kestra Advisory Services
Texas
$284K +$299K +21,185 New
EGA
98
Eagle Global Advisors
Texas
$283K – – –
PAG
99
Private Advisor Group
New Jersey
$270K +$285K +20,170 New
EFG
100
Ethos Financial Group
Pennsylvania
$256K – – –
2 3
4
5 6

MFIC Hedge Fund Activity: Q3 2024 in Review

176 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q3 2024, worth a combined $341M — up 18% from $290M a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new MFIC positions and 14 closed out — a net gain of 50 holders — while 72 added to existing stakes and 23 trimmed.

The largest buyer was VanEck Associates, adding an estimated $10.7M. The largest seller was Northern Right Capital Management, exiting entirely with an estimated $6.59M sold.

  • 176 institutional investors held MidCap Financial Investment (MFIC) as of Q3 2024, up from 127 in Q2 2024.
  • Funds reported $341M of MidCap Financial Investment stock for Q3 2024, up 18% quarter-over-quarter.
  • 64 funds opened new MidCap Financial Investment positions in Q3 2024 and 14 closed out, a net change of +50 holders.
  • The largest MidCap Financial Investment buyer in Q3 2024 was VanEck Associates, an estimated $10.7M added.
  • The largest MidCap Financial Investment seller in Q3 2024 was Northern Right Capital Management, an estimated $6.59M sold.

Based on aggregated 13F filings for Q3 2024.