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MidCap Financial Investment
MFIC

Overview Fund Activity

136 hedge funds and large institutions have $216M invested in MidCap Financial Investment in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 31 closing their positions.

Holders
136
Holders Change
-11
Holders Change %
-7.48%
% of All Funds
2.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
42
Reduced
44
Closed
31
Calls
$1.39M
Puts
$10.7M
Net Calls
-$9.34M
Net Calls Change
-$7.68M

Top Buyers

1
Invesco
1
Invesco
Georgia
$10.3M
2
WG
2
Winton Group
United Kingdom
$1.9M
3
FAAS
3
First Allied Advisory Services
California
$2.35M
4
CHAM
4
Clear Harbor Asset Management
Connecticut
$1.11M
5
Wells Fargo
5
Wells Fargo
California
$20.5M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
CIM
2
Confluence Investment Management
Missouri
$428K
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$250K
4
VEA
4
Virtus ETF Advisers
New York
$898K
5
SDAM
5
Shulman DeMeo Asset Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VFA
101
Valeo Financial Advisors
Indiana
$64K 6,645 +6,645 New
PAG
102
Private Advisor Group
New Jersey
$54K 5,634 +5,634 New
CG
103
Cutler Group
California
$43K 4,500 +2,500 +125%
CFGS
104
Concourse Financial Group Securities
Alabama
$31K 3,061 -426 -12%
PAM
105
Panagora Asset Management
Massachusetts
$31K 3,227 – –
Citigroup
106
Citigroup
New York
$29K 3,003 +40 +1%
Barclays
107
Barclays
United Kingdom
$25K 2,535 +143 +6%
WT
108
Whittier Trust
California
$21K 2,192 – –
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$20K 2,062 -633 -23%
EP
110
Eudaimonia Partners
Tennessee
$20K 2,066 +2,066 New
KPW
111
Kore Private Wealth
New York
$19K 2,066 – –
HCM
112
Highlander Capital Management
New Jersey
$13K 1,332 – –
DCM
113
Davis Capital Management
Florida
$13K 1,403 +85 +6%
EWM
114
Edge Wealth Management
New York
$8K 819 – –
GI
115
Gradient Investments
Minnesota
$8K 880 – –
KTC
116
Kistler-Tiffany Companies
Pennsylvania
$8K 840 – –
FHA
117
First Horizon Advisors
Tennessee
$7K 750 – –
CLOS
118
Compagnie Lombard Odier SCmA
Switzerland
$7K 731 +43 +6%
S
119
SignatureFD
Georgia
$7K 765 +765 New
APA
120
American Portfolios Advisors
New York
$6.17K 645 +45 +8%
OPS
121
Orion Portfolio Solutions
Nebraska
$6K 609 +443 +267%
CAN
122
Cetera Advisor Networks
California
$6K 584 +584 New
PA
123
Parallel Advisors
California
$6K 666 +666 New
GWM
124
Geneos Wealth Management
Colorado
$5K 557 -138 -20%
LC
125
Lindbrook Capital
California
$3K 271 +271 New
3 4
5
6 7