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MidCap Financial Investment
MFIC

118 hedge funds and large institutions have $256M invested in MidCap Financial Investment in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $3.55M | Put options by funds: $706K

36% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 33

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

11% more capital invested

Capital invested by funds: $231M → $256M (+$24.9M)

1% more funds holding

Funds holding: 117 → 118 (+1)

0.48% more ownership

Funds ownership: 27.89% → 28.36% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
45
Reduced
33
Closed
12
Calls
$3.55M
Puts
$706K
Net Calls
+$2.84M
Net Calls Change
+$299K

Top Buyers

Rank Fund Capital Flow
1
GL
Graypoint LLC
New York
+$2.03M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.69M
3
Morgan Stanley
Morgan Stanley
New York
+$1.47M
4
Goldman Sachs
Goldman Sachs
New York
+$1.1M
5
MHS
M Holdings Securities
Oregon
+$864K

Top Sellers

Rank Fund Capital Flow
1
CHAM
Clear Harbor Asset Management
Connecticut
-$3.02M
2
BlackRock
BlackRock
New York
-$1.21M
3
Invesco
Invesco
Georgia
-$939K
4
CP
Camelot Portfolios
Ohio
-$752K
5
AWA
Arete Wealth Advisors
Illinois
-$742K
Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
101
Impact Partnership Wealth
Georgia
$14.7K +$14.3K +1,066 New
HCM
102
Highlander Capital Management
New Jersey
$13K +$4.02K +300 +45%
FHA
103
First Horizon Advisors
Tennessee
$10.3K – – –
NS
104
NBC Securities
Alabama
$9K +$9.6K +717 New
Citigroup
105
Citigroup
New York
$7.16K +$6.29K +470 +922%
LOIP
106
Live Oak Investment Partners
Texas
$6.56K – – –
WOSD
107
WFA of San Diego
California
$4.13K – – –
ACM
108
Aquatic Capital Management
Illinois
$4K -$57.6K -4,300 -93%
ADL
109
Asset Dedication LLC
California
$4K – – –
LC
110
Lindbrook Capital
California
$3.73K -$656 -49 -15%
HFS
111
Hantz Financial Services
Michigan
$3K – – –
FWM
112
Focused Wealth Management
New York
$2.49K – – –
KFI
113
Key Financial Inc
Pennsylvania
$2.06K – – –
Barclays
114
Barclays
United Kingdom
$1.79K +$870 +65 +100%
IRC
115
Investors Research Corp
Georgia
$1K – – –
Fidelity Investments
116
Fidelity Investments
Massachusetts
$756 +$602 +45 +450%
YAL
117
Your Advocates Ltd
Texas
$454 +$442 +33 New
JP Morgan Chase
118
JP Morgan Chase
New York
$275 +$268 +20 New
First Manhattan
119
First Manhattan
New York
$68 – – –
CHAM
120
Clear Harbor Asset Management
Connecticut
– -$3.02M -240,295 Closed
NRD
121
Nebula Research & Development
New York
– -$268K -21,352 Closed
GC
122
Guggenheim Capital
Illinois
– -$268K -21,299 Closed
TI
123
Trexquant Investment
Connecticut
– -$233K -18,568 Closed
SOS
124
Silver Oak Securities
Tennessee
– -$176K -14,033 Closed
SCA
125
Snowden Capital Advisors
New York
– -$147K -11,742 Closed
2 3 4
5
6

MFIC Hedge Fund Activity: Q3 2023 in Review

118 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q3 2023, worth a combined $256M — up 11% from $231M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MFIC positions and 12 closed out — a net gain of 2 holders — while 45 added to existing stakes and 33 trimmed.

The largest buyer was Graypoint LLC, opening a new position worth an estimated $2.03M. The largest seller was Clear Harbor Asset Management, exiting entirely with an estimated $3.02M sold.

  • 118 institutional investors held MidCap Financial Investment (MFIC) as of Q3 2023, up from 117 in Q2 2023.
  • Funds reported $256M of MidCap Financial Investment stock for Q3 2023, up 11% quarter-over-quarter.
  • 14 funds opened new MidCap Financial Investment positions in Q3 2023 and 12 closed out, a net change of +2 holders.
  • The largest MidCap Financial Investment buyer in Q3 2023 was Graypoint LLC, an estimated $2.03M added.
  • The largest MidCap Financial Investment seller in Q3 2023 was Clear Harbor Asset Management, an estimated $3.02M sold.

Based on aggregated 13F filings for Q3 2023.