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MidCap Financial Investment
MFIC

206 hedge funds and large institutions have $606M invested in MidCap Financial Investment in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 78 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

50% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 52

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

9% more funds holding

Funds holding: 189 → 206 (+17)

0.78% more ownership

Funds ownership: 15.39% → 16.17% (+0.78%)

3% less capital invested

Capital invested by funds: $622M → $606M (-$15.7M)

52% less call options, than puts

Call options by funds: $286K | Put options by funds: $598K

Holders
206
Holders Change
+17
Holders Change %
+8.99%
% of All Funds
4.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
38
Increased
78
Reduced
52
Closed
19
Calls
$286K
Puts
$598K
Net Calls
-$312K
Net Calls Change
+$206K

Top Buyers

Rank Fund Capital Flow
1
MWNA
Marshall Wace North America
New York
+$12.3M
2
Two Sigma Investments
Two Sigma Investments
New York
+$4.86M
3
LCS
Levin Capital Strategies
New York
+$3.46M
4
Wells Fargo
Wells Fargo
California
+$3.34M
5
PAM
PVG Asset Management
Colorado
+$3.27M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$11.4M
2
MC
Muzinich & Co
New York
-$8.65M
3
AP
AHL Partners
United Kingdom
-$4.9M
4
UBS Group
UBS Group
Switzerland
-$1.43M
5
Bank of America
Bank of America
North Carolina
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
101
Lucus Advisors
New York
$329K +$1.99K +111 +0.6%
Citigroup
102
Citigroup
New York
$328K +$7.69K +429 +2%
RIM
103
Regent Investment Management
Kentucky
$323K -$14.3K -800 -4%
DI
104
Diligent Investors
California
$298K – – –
OAM
105
Oxford Asset Management
United Kingdom
$297K +$314K +17,496 New
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$287K – – –
AAM
107
AR Asset Management
California
$283K – – –
Balyasny Asset Management
108
Balyasny Asset Management
Illinois
$277K +$293K +16,320 New
BRF
109
B. Riley Financial
California
$273K – – –
HCM
110
Highbridge Capital Management
New York
$262K +$276K +15,405 New
DSC
111
Duncker Streett & Co
Missouri
$261K -$34.5K -1,924 -11%
HI
112
HBK Investments
Texas
$261K +$56.8K +3,167 +26%
Capstone Investment Advisors
113
Capstone Investment Advisors
New York
$254K +$92.9K +5,177 +53%
MIAN
114
Mariner Independent Advisor Network
Kansas
$227K +$239K +13,326 New
Barclays
115
Barclays
United Kingdom
$190K -$21.4K -1,193 -10%
CANY
116
Caxton Associates (New York)
New York
$190K +$201K +11,183 New
Tudor Investment Corp
117
Tudor Investment Corp
Connecticut
$186K +$16.2K +905 +9%
Comerica Bank
118
Comerica Bank
Texas
$182K -$1.61K -90 -0.9%
APP
119
Avantax Planning Partners
Iowa
$181K -$19.4K -1,084 -9%
NFC
120
Northeast Financial Consultants
Connecticut
$175K -$71.7K -4,000 -28%
AG
121
Aperio Group
California
$173K +$67.3K +3,751 +58%
CBB
122
Citizens Business Bank
California
$170K – – –
PG
123
PEAK6 Group
Illinois
$170K +$180K +10,024 New
AI
124
Atria Investments
North Carolina
$169K +$33.9K +1,891 +23%
CSS
125
Cubist Systematic Strategies
Connecticut
$166K +$69.2K +3,859 +65%
3 4
5
6 7

MFIC Hedge Fund Activity: Q4 2017 in Review

206 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q4 2017, worth a combined $606M — down 2.5% from $622M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MFIC positions and 19 closed out — a net gain of 19 holders — while 78 added to existing stakes and 52 trimmed.

The largest buyer was Marshall Wace North America, adding an estimated $12.3M. The largest seller was Invesco, cutting an estimated $11.4M.

  • 206 institutional investors held MidCap Financial Investment (MFIC) as of Q4 2017, up from 189 in Q3 2017.
  • Funds reported $606M of MidCap Financial Investment stock for Q4 2017, down 2.5% quarter-over-quarter.
  • 38 funds opened new MidCap Financial Investment positions in Q4 2017 and 19 closed out, a net change of +19 holders.
  • The largest MidCap Financial Investment buyer in Q4 2017 was Marshall Wace North America, an estimated $12.3M added.
  • The largest MidCap Financial Investment seller in Q4 2017 was Invesco, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2017.