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MidCap Financial Investment

133 hedge funds and large institutions have $237M invested in MidCap Financial Investment in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

27% more capital invested

Capital invested by funds: $187M → $237M (+$50.2M)

16% more funds holding

Funds holding: 115133 (+18)

0.61% more ownership

Funds ownership: 33.54%34.15% (+0.61%)

5% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 37

84% less call options, than puts

Call options by funds: $1.94M | Put options by funds: $12.3M

Holders
133
Holders Change
+18
Holders Change %
+15.65%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
35
Reduced
37
Closed
17
Calls
$1.94M
Puts
$12.3M
Net Calls
-$10.4M
Net Calls Change
-$3.97M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
101
American Portfolios Advisors
New York
$34K +$262 +27 +0.9%
PAM
102
Panagora Asset Management
Massachusetts
$34K
Citigroup
103
Citigroup
New York
$32K +$243 +25 +0.8%
WT
104
Whittier Trust
California
$23K
EP
105
Eudaimonia Partners
Tennessee
$22K +$20.1K +2,066 New
CFGS
106
Concourse Financial Group Securities
Alabama
$20K -$34.2K -3,520 -66%
AA
107
Ancora Advisors
Ohio
$15K +$13.4K +1,378 New
SPIA
108
Steward Partners Investment Advisory
New York
$11K
FCMT
109
Founders Capital Management (Texas)
Texas
$11K +$9.71K +1,000 New
NFG
110
Next Financial Group
Texas
$10K +$311 +32 +4%
KTC
111
Kistler-Tiffany Companies
Pennsylvania
$9K
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$9K
S
113
SignatureFD
Georgia
$8K -$806 -83 -10%
FHA
114
First Horizon Advisors
Tennessee
$8K
MAM
115
McCarthy Asset Management
California
$8K +$7.39K +761 New
HCM
116
Highlander Capital Management
New Jersey
$7K -$6.46K -666 -50%
GI
117
Gradient Investments
Minnesota
$7K
GWM
118
Geneos Wealth Management
Colorado
$7K +$971 +100 +22%
WWM
119
Wolff Wiese Magana
California
$6K +$5.63K +580 New
OIM
120
Oder Investment Management
California
$4K +$3.92K +404 New
LC
121
Lindbrook Capital
California
$3K
NFSG
122
Newbridge Financial Services Group
Florida
$3K
RMC
123
Resources Management Corp
Connecticut
$3K
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$2.45K
FWM
125
Focused Wealth Management
New York
$2K

MFIC Hedge Fund Activity: Q4 2020 in Review

133 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q4 2020, worth a combined $237M — up 27% from $187M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new MFIC positions and 17 closed out — a net gain of 19 holders — while 35 added to existing stakes and 37 trimmed.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), opening a new position worth an estimated $2.12M. The largest seller was Thornburg Investment Management, cutting an estimated $2.91M.

  • 133 institutional investors held MidCap Financial Investment (MFIC) as of Q4 2020, up from 115 in Q3 2020.
  • Funds reported $237M of MidCap Financial Investment stock for Q4 2020, up 27% quarter-over-quarter.
  • 36 funds opened new MidCap Financial Investment positions in Q4 2020 and 17 closed out, a net change of +19 holders.
  • The largest MidCap Financial Investment buyer in Q4 2020 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $2.12M added.
  • The largest MidCap Financial Investment seller in Q4 2020 was Thornburg Investment Management, an estimated $2.91M sold.

Based on aggregated 13F filings for Q4 2020.