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MidCap Financial Investment
MFIC

124 hedge funds and large institutions have $272M invested in MidCap Financial Investment in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

42% more call options, than puts

Call options by funds: $3.09M | Put options by funds: $2.17M

24% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 33

6% more capital invested

Capital invested by funds: $256M → $272M (+$16M)

5% more funds holding

Funds holding: 118 → 124 (+6)

1.92% more ownership

Funds ownership: 28.36% → 30.28% (+1.9%)

Holders
124
Holders Change
+6
Holders Change %
+5.08%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
41
Reduced
33
Closed
13
Calls
$3.09M
Puts
$2.17M
Net Calls
+$921K
Net Calls Change
-$1.92M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$13.6M
2
VanEck Associates
VanEck Associates
New York
+$1.53M
3
GA
GraniteShares Advisors
New York
+$1.43M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$1.38M
5
SSA
Schonfeld Strategic Advisors
New York
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$1.98M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.71M
3
GAMC
Garner Asset Management Corp
Texas
-$1.12M
4
Millennium Management
Millennium Management
New York
-$1.12M
5
AWA
Arete Wealth Advisors
Illinois
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
101
Provenance Wealth Advisors
Florida
$24.7K – – –
Barclays
102
Barclays
United Kingdom
$22.4K +$20.1K +1,507 +1,159%
PI
103
PEAK6 Investments
Illinois
$21.7K -$93K -6,978 -81%
IA
104
IFP Advisors
Florida
$20.5K -$251K -18,860 -93%
FCMT
105
Founders Capital Management (Texas)
Texas
$20.5K – – –
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$16.4K +$226 +17 +1%
Citigroup
107
Citigroup
New York
$15.9K +$8.55K +642 +123%
Nomura Asset Management
108
Nomura Asset Management
Japan
$15.4K – – –
HCM
109
Highlander Capital Management
New Jersey
$13.2K – – –
NS
110
NBC Securities
Alabama
$9K – – –
TCG
111
Transcendent Capital Group
Oklahoma
$8.15K +$7.94K +596 New
TVAMP
112
Tennessee Valley Asset Management Partners
Tennessee
$6.94K +$6.75K +507 New
LOIP
113
Live Oak Investment Partners
Texas
$6.53K – – –
BWM
114
Baystate Wealth Management
Massachusetts
$4.68K +$4.56K +342 New
ADL
115
Asset Dedication LLC
California
$4K – – –
LC
116
Lindbrook Capital
California
$3.71K – – –
HFS
117
Hantz Financial Services
Michigan
$3K – – –
FWM
118
Focused Wealth Management
New York
$2.48K – – –
KFI
119
Key Financial Inc
Pennsylvania
$2.05K – – –
PS
120
Principal Securities
Iowa
$1.49K +$1.45K +109 New
IRC
121
Investors Research Corp
Georgia
$999 – – –
GI
122
GAMMA Investing
California
$804 +$773 +58 New
Fidelity Investments
123
Fidelity Investments
Massachusetts
$410 -$333 -25 -45%
TRCT
124
Tower Research Capital (TRC)
New York
$82 -$32.3K -2,427 -100%
First Manhattan
125
First Manhattan
New York
$68 – – –
2 3 4
5
6

MFIC Hedge Fund Activity: Q4 2023 in Review

124 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q4 2023, worth a combined $272M — up 6.3% from $256M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MFIC positions and 13 closed out — a net gain of 9 holders — while 41 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.6M. The largest seller was Invesco, cutting an estimated $1.98M.

  • 124 institutional investors held MidCap Financial Investment (MFIC) as of Q4 2023, up from 118 in Q3 2023.
  • Funds reported $272M of MidCap Financial Investment stock for Q4 2023, up 6.3% quarter-over-quarter.
  • 22 funds opened new MidCap Financial Investment positions in Q4 2023 and 13 closed out, a net change of +9 holders.
  • The largest MidCap Financial Investment buyer in Q4 2023 was Morgan Stanley, an estimated $13.6M added.
  • The largest MidCap Financial Investment seller in Q4 2023 was Invesco, an estimated $1.98M sold.

Based on aggregated 13F filings for Q4 2023.