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MidCap Financial Investment
MFIC

124 hedge funds and large institutions have $213M invested in MidCap Financial Investment in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

554% more call options, than puts

Call options by funds: $2.39M | Put options by funds: $365K

45% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.38% less ownership

Funds ownership: 29.04% → 28.66% (-0.38%)

7% less funds holding

Funds holding: 134 → 124 (-10)

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

96% less capital invested

Capital invested by funds: $5.22B → $213M (-$5.01B)

Holders
124
Holders Change
-10
Holders Change %
-7.46%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
48
Reduced
33
Closed
16
Calls
$2.39M
Puts
$365K
Net Calls
+$2.02M
Net Calls Change
+$527K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$1.63M
2
Bank of America
Bank of America
North Carolina
+$1.39M
3
Goldman Sachs
Goldman Sachs
New York
+$1.23M
4
Morgan Stanley
Morgan Stanley
New York
+$941K
5
VanEck Associates
VanEck Associates
New York
+$739K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$2.58M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.62M
3
AMH
Apollo Management Holdings
New York
-$1.52M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.35M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$965K
Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
101
Resources Management Corp
Connecticut
$10K +$815 +68 New
KTC
102
Kistler-Tiffany Companies
Pennsylvania
$9.58K – – –
ONST
103
Old North State Trust
North Carolina
$9K – – –
FHA
104
First Horizon Advisors
Tennessee
$8.55K – – –
HCM
105
Highlander Capital Management
New Jersey
$8K – – –
Nomura Asset Management
106
Nomura Asset Management
Japan
$7.39K +$7.76K +648 New
WWM
107
Wolff Wiese Magana
California
$6.61K – – –
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$6.42K – – –
JP Morgan Chase
109
JP Morgan Chase
New York
$6K -$26.4K -2,201 -81%
SCA
110
Stonebridge Capital Advisors
Minnesota
$5.7K +$5.99K +500 New
LOIP
111
Live Oak Investment Partners
Texas
$5.44K – – –
ADL
112
Asset Dedication LLC
California
$4K -$13.1K -1,092 -78%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$3.69K – – –
LC
114
Lindbrook Capital
California
$3.65K – – –
TAM
115
Tucker Asset Management
Colorado
$3.43K +$3.61K +301 New
GGI
116
Godsey & Gibb Inc
Virginia
$3.42K – – –
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$2.96K +$548K +45,714 +21%
AAS
118
Ameritas Advisory Services
Nebraska
$2.17K +$2.29K +191 New
FWM
119
Focused Wealth Management
New York
$2.06K – – –
HFS
120
Hantz Financial Services
Michigan
$2K – – –
KFI
121
Key Financial Inc
Pennsylvania
$1.71K – – –
IRC
122
Investors Research Corp
Georgia
$832 – – –
Barclays
123
Barclays
United Kingdom
$741 – – –
Fidelity Investments
124
Fidelity Investments
Massachusetts
$68 +$60 +5 +500%
First Manhattan
125
First Manhattan
New York
$57 – – –
2 3 4
5
6

MFIC Hedge Fund Activity: Q1 2023 in Review

124 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q1 2023, worth a combined $213M — down 96% from $5.22B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of MFIC and 9 opened new positions — a net loss of 7 holders — while 33 trimmed existing stakes and 48 added.

The largest buyer was Millennium Management, adding an estimated $1.63M. The largest seller was BlackRock, cutting an estimated $2.58M.

  • 124 institutional investors held MidCap Financial Investment (MFIC) as of Q1 2023, down from 134 in Q4 2022.
  • Funds reported $213M of MidCap Financial Investment stock for Q1 2023, down 96% quarter-over-quarter.
  • 9 funds opened new MidCap Financial Investment positions in Q1 2023 and 16 closed out, a net change of -7 holders.
  • The largest MidCap Financial Investment buyer in Q1 2023 was Millennium Management, an estimated $1.63M added.
  • The largest MidCap Financial Investment seller in Q1 2023 was BlackRock, an estimated $2.58M sold.

Based on aggregated 13F filings for Q1 2023.