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MidCap Financial Investment
MFIC

132 hedge funds and large institutions have $301M invested in MidCap Financial Investment in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $237M → $301M (+$64.3M)

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0.51% less ownership

Funds ownership: 34.15% → 33.63% (-0.51%)

1% less funds holding

Funds holding: 133 → 132 (-1)

18% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 45

28% less call options, than puts

Call options by funds: $4.71M | Put options by funds: $6.55M

Holders
132
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
37
Reduced
45
Closed
20
Calls
$4.71M
Puts
$6.55M
Net Calls
-$1.84M
Net Calls Change
+$8.56M

Top Buyers

Rank Fund Capital Flow
1
CHAM
Clear Harbor Asset Management
Connecticut
+$3.8M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.43M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.21M
4
VanEck Associates
VanEck Associates
New York
+$2.07M
5
PCM
Prelude Capital Management
New York
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
TIM
Thornburg Investment Management
New Mexico
-$4.96M
2
Morgan Stanley
Morgan Stanley
New York
-$2.22M
3
BlackRock
BlackRock
New York
-$2.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.11M
5
AMH
Apollo Management Holdings
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$71K +$68.5K +5,186 New
APA
102
American Portfolios Advisors
New York
$44.3K +$317 +24 +0.7%
PAM
103
Panagora Asset Management
Massachusetts
$44K – – –
WT
104
Whittier Trust
California
$30K – – –
EP
105
Eudaimonia Partners
Tennessee
$28K – – –
FHA
106
First Horizon Advisors
Tennessee
$26K +$15.7K +1,190 +159%
CWC
107
Carolinas Wealth Consulting
North Carolina
$23K +$21.6K +1,639 New
BFC
108
Bedel Financial Consulting
Indiana
$23K +$22K +1,666 New
HNB
109
Huntington National Bank
Ohio
$21K +$20.5K +1,550 New
SPIA
110
Steward Partners Investment Advisory
New York
$14.4K – – –
FCMT
111
Founders Capital Management (Texas)
Texas
$14K – – –
NFG
112
Next Financial Group
Texas
$12K -$766 -58 -6%
KTC
113
Kistler-Tiffany Companies
Pennsylvania
$12K – – –
MAM
114
McCarthy Asset Management
California
$11K +$277 +21 +3%
S
115
SignatureFD
Georgia
$10K – – –
Citigroup
116
Citigroup
New York
$9K -$31.7K -2,404 -79%
HCM
117
Highlander Capital Management
New Jersey
$9K – – –
GWM
118
Geneos Wealth Management
Colorado
$9K +$1.32K +100 +18%
Group One Trading
119
Group One Trading
Illinois
$8K -$486K -36,849 -98%
CFGS
120
Concourse Financial Group Securities
Alabama
$8K -$16.8K -1,271 -70%
WWM
121
Wolff Wiese Magana
California
$8K – – –
LC
122
Lindbrook Capital
California
$4K – – –
NFSG
123
Newbridge Financial Services Group
Florida
$4K – – –
RMC
124
Resources Management Corp
Connecticut
$3K – – –
WCM
125
Wealthcare Capital Management
Virginia
$3K +$2.53K +192 New
3 4
5
6 7

MFIC Hedge Fund Activity: Q1 2021 in Review

132 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q1 2021, worth a combined $301M — up 27% from $237M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MFIC positions and 20 closed out — a net gain of 1 holder — while 37 added to existing stakes and 45 trimmed.

The largest buyer was Clear Harbor Asset Management, opening a new position worth an estimated $3.8M. The largest seller was Thornburg Investment Management, cutting an estimated $4.96M.

  • 132 institutional investors held MidCap Financial Investment (MFIC) as of Q1 2021, down from 133 in Q4 2020.
  • Funds reported $301M of MidCap Financial Investment stock for Q1 2021, up 27% quarter-over-quarter.
  • 21 funds opened new MidCap Financial Investment positions in Q1 2021 and 20 closed out, a net change of +1 holder.
  • The largest MidCap Financial Investment buyer in Q1 2021 was Clear Harbor Asset Management, an estimated $3.8M added.
  • The largest MidCap Financial Investment seller in Q1 2021 was Thornburg Investment Management, an estimated $4.96M sold.

Based on aggregated 13F filings for Q1 2021.