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MidCap Financial Investment
MFIC

Overview Fund Activity

169 hedge funds and large institutions have $355M invested in MidCap Financial Investment in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-3
Holders Change %
-1.74%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
68
Reduced
50
Closed
24
Calls
$1.77M
Puts
$715K
Net Calls
+$1.05M
Net Calls Change
-$67K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$9.92M
2
NW
2
Naviter Wealth
Arkansas
$2.52M
3
AM
3
Ares Management
California
$6.5M
4
CCM
4
Callodine Capital Management
Massachusetts
$3.32M
5
Legal & General Group
5
Legal & General Group
United Kingdom
$8.37M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$1.81M
2
IAIM
2
International Assets Investment Management
Florida
$336K
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$26.9M
4
GA
4
GraniteShares Advisors
New York
$0
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$166K
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
76
Shufro Rose & Co
New York
$599K +$599K +44,432 New
Lazard Asset Management
77
Lazard Asset Management
New York
$594K +$594K +44,080 New
TWM
78
TCFG Wealth Management
California
$562K – – –
EW
79
Evoke Wealth
California
$496K – – –
CAGAS
80
Capital Advisory Group Advisory Services
Minnesota
$486K +$194K +14,378 +67%
WS
81
Wedbush Securities
California
$471K +$167K +12,369 +55%
TWP
82
Tyche Wealth Partners
Texas
$462K +$175K +13,000 +61%
SPIA
83
Steward Partners Investment Advisory
New York
$430K +$93.4K +6,927 +28%
OIA
84
OneDigital Investment Advisors
Kansas
$426K -$5.14K -381 -1%
ACM
85
Aquatic Capital Management
Illinois
$395K +$200K +14,804 +102%
CWM
86
Congress Wealth Management
Massachusetts
$386K -$679K -50,315 -64%
Credit Agricole
87
Credit Agricole
France
$381K +$10.3K +760 +3%
Truist Financial
88
Truist Financial
North Carolina
$373K -$45.7K -3,385 -11%
PS
89
Principal Securities
Iowa
$363K +$72.3K +5,362 +25%
Northern Trust
90
Northern Trust
Illinois
$341K -$46.6K -3,453 -12%
IAIM
91
International Assets Investment Management
Florida
$336K -$3.49M -256,953 -91%
NA
92
NewEdge Advisors
Louisiana
$332K +$256 +19 +0.1%
EAM
93
Everstar Asset Management
North Carolina
$331K -$1.35K -100 -0.4%
FCFC
94
First Commonwealth Financial Corp
Pennsylvania
$326K +$326K +24,175 New
US Bancorp
95
US Bancorp
Minnesota
$318K – – –
DWM
96
DKM Wealth Management
California
$317K +$317K +23,500 New
WLPWM
97
Walled Lake Planning & Wealth Management
Illinois
$300K – – –
KAS
98
Kestra Advisory Services
Texas
$297K +$10.8K +802 +4%
P
99
&Partners
Tennessee
$260K +$260K +19,110 New
EFG
100
Ethos Financial Group
Pennsylvania
$258K – – –
2 3
4
5 6