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MidCap Financial Investment
MFIC

Overview Fund Activity

153 hedge funds and large institutions have $419M invested in MidCap Financial Investment in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-13
Holders Change %
-7.83%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
27
Increased
44
Reduced
51
Closed
39
Calls
$970K
Puts
$2.65M
Net Calls
-$1.68M
Net Calls Change
+$6.25M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$5.96M
2
CS
Credit Suisse
Switzerland
+$2.74M
3
CIM
Confluence Investment Management
Missouri
+$2.67M
4
CCM
Callodine Capital Management
Massachusetts
+$2.35M
5
FCM
FJ Capital Management
Virginia
+$2.09M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$13.4M
2
AM
Ares Management
California
-$11.8M
3
SCM
Shelton Capital Management
Colorado
-$4.03M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.63M
5
LCS
Levin Capital Strategies
New York
-$3.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
101
Tower Research Capital (TRC)
New York
$112K +$5.48K +363 +5%
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$101K – – –
ASN
103
Advisory Services Network
Georgia
$95K +$11.3K +744 +14%
FIA
104
FNY Investment Advisers
New York
$90K -$36K -2,400 -29%
BWP
105
Baldwin Wealth Partners
Massachusetts
$81K – – –
CFGS
106
Concourse Financial Group Securities
Alabama
$78K -$105 -7 -0.1%
AIM
107
Assured Investment Management
New York
$76K -$116K -7,664 -60%
BC
108
Barnett & Company
Tennessee
$67K +$67K +4,450 New
QCIG
109
Quad-Cities Investment Group
Iowa
$62K -$2.14K -140 -3%
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$61K -$45.8K -3,000 -43%
BAM
111
Bruderman Asset Management
New York
$51K – – –
PAM
112
Panagora Asset Management
Massachusetts
$49K – – –
SCM
113
Shelton Capital Management
Colorado
$39.7K -$4.03M -61,075 -99%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$38K +$25.9K +1,696 +213%
AA
115
Advisory Alpha
Michigan
$37.8K +$37.8K +2,400 New
GSWM
116
Golden State Wealth Management
California
$35K +$35K +2,333 New
WT
117
Whittier Trust
California
$33K +$10K +667 +44%
KPW
118
Kore Private Wealth
New York
$32K – – –
CF
119
Centaurus Financial
California
$31.4K +$31.4K +475 New
US Bancorp
120
US Bancorp
Minnesota
$25K – – –
PGWM
121
Parisi Gray Wealth Management
New Jersey
$25K – – –
SWM
122
SeaCrest Wealth Management
New York
$25K – – –
Citigroup
123
Citigroup
New York
$21K -$18.8K -1,227 -47%
KBC Group
124
KBC Group
Belgium
$20K – – –
HCM
125
Highlander Capital Management
New Jersey
$20K – – –
3 4
5
6 7