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MidCap Financial Investment
MFIC

129 hedge funds and large institutions have $255M invested in MidCap Financial Investment in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $5.36M | Put options by funds: $2.73M

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more capital invested

Capital invested by funds: $255M → $255M (+$78.7K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.13% less ownership

Funds ownership: 30.67% → 30.54% (-0.13%)

2% less funds holding

Funds holding: 131 → 129 (-2)

Holders
129
Holders Change
-2
Holders Change %
-1.53%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
43
Reduced
33
Closed
20
Calls
$5.36M
Puts
$2.73M
Net Calls
+$2.63M
Net Calls Change
+$1.5M

Top Buyers

Rank Fund Capital Flow
1
VanEck Associates
VanEck Associates
New York
+$6.64M
2
Marshall Wace
Marshall Wace
United Kingdom
+$3.48M
3
AWA
Arete Wealth Advisors
Illinois
+$1.6M
4
AWA
Arkadios Wealth Advisors
Georgia
+$852K
5
Morgan Stanley
Morgan Stanley
New York
+$720K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$3.4M
2
CHAM
Clear Harbor Asset Management
Connecticut
-$3.3M
3
TIM
Thornburg Investment Management
New Mexico
-$2.65M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$2.62M
5
Invesco
Invesco
Georgia
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
101
SignatureFD
Georgia
$19K +$5.04K +380 +36%
CG
102
Cutler Group
California
$14K – – –
CTC
103
Central Trust Company
Missouri
$13K +$13.3K +1,000 New
HA
104
Herold Advisors
New York
$11K +$11.1K +833 New
BFC
105
Bedel Financial Consulting
Indiana
$11K – – –
KTC
106
Kistler-Tiffany Companies
Pennsylvania
$11K – – –
MAM
107
McCarthy Asset Management
California
$11K +$265 +20 +2%
FHA
108
First Horizon Advisors
Tennessee
$10K -$17.1K -1,287 -63%
HCM
109
Highlander Capital Management
New Jersey
$9K – – –
WWM
110
Wolff Wiese Magana
California
$8K – – –
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$7K -$8.46K -637 -53%
GWM
112
Geneos Wealth Management
Colorado
$7K -$1.33K -100 -15%
C
113
Covestor
United Kingdom
$7K +$1.51K +114 +30%
RIM
114
Rockbridge Investment Management
New York
$5.91K +$5.87K +442 New
MC
115
Muzinich & Co
New York
$4.26K -$290K -21,812 -6%
ADL
116
Asset Dedication LLC
California
$4K – – –
LC
117
Lindbrook Capital
California
$4K – – –
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$4K – – –
SAM
119
Strategic Asset Management
Minnesota
$4K – – –
CFGS
120
Concourse Financial Group Securities
Alabama
$3K – – –
SPIA
121
Steward Partners Investment Advisory
New York
$3K +$584 +44 +21%
FWM
122
Focused Wealth Management
New York
$2K – – –
MCC
123
Money Concepts Capital
Florida
$2K +$1.77K +133 New
KFI
124
Key Financial Inc
Pennsylvania
$2K +$1.99K +150 New
Barclays
125
Barclays
United Kingdom
$1K – – –
2 3 4
5
6

MFIC Hedge Fund Activity: Q1 2022 in Review

129 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q1 2022, worth a combined $255M — up 0.03% from $255M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MFIC positions and 20 closed out — a net gain of 1 holder — while 43 added to existing stakes and 33 trimmed.

The largest buyer was VanEck Associates, adding an estimated $6.64M. The largest seller was JP Morgan Chase, cutting an estimated $3.4M.

  • 129 institutional investors held MidCap Financial Investment (MFIC) as of Q1 2022, down from 131 in Q4 2021.
  • Funds reported $255M of MidCap Financial Investment stock for Q1 2022, up 0.03% quarter-over-quarter.
  • 21 funds opened new MidCap Financial Investment positions in Q1 2022 and 20 closed out, a net change of +1 holder.
  • The largest MidCap Financial Investment buyer in Q1 2022 was VanEck Associates, an estimated $6.64M added.
  • The largest MidCap Financial Investment seller in Q1 2022 was JP Morgan Chase, an estimated $3.4M sold.

Based on aggregated 13F filings for Q1 2022.