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MidCap Financial Investment
MFIC

127 hedge funds and large institutions have $290M invested in MidCap Financial Investment in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $2.51M | Put options by funds: $526K

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

1% less funds holding

Funds holding: 128 → 127 (-1)

0.87% less ownership

Funds ownership: 30.27% → 29.4% (-0.87%)

2% less capital invested

Capital invested by funds: $297M → $290M (-$7.07M)

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
44
Reduced
34
Closed
19
Calls
$2.51M
Puts
$526K
Net Calls
+$1.98M
Net Calls Change
+$11.8M

Top Buyers

1
Two Sigma Advisers
Two Sigma Advisers
New York
+$3.9M
2
VanEck Associates
VanEck Associates
New York
+$3.47M
3
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$1.18M
4
Franklin Resources
Franklin Resources
California
+$1.05M
5
CWM
Congress Wealth Management
Massachusetts
+$999K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$10.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.06M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.74M
4
AWA
Arete Wealth Advisors
Illinois
-$1.5M
5
BAMF
BI Asset Management Fondsmaeglerselskab
Denmark
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
101
Catalyst Funds Management
Australia
$33.3K +$33.7K +2,200 New
ACM
102
Aquatic Capital Management
Illinois
$28.8K -$79.7K -5,200 -73%
Group One Trading
103
Group One Trading
Illinois
$26.1K -$96.5K -6,300 -78%
FCMT
104
Founders Capital Management (Texas)
Texas
$22.7K – – –
IA
105
IFP Advisors
Florida
$22.7K – – –
Nomura Asset Management
106
Nomura Asset Management
Japan
$17K – – –
NI
107
NCP Inc
California
$14.3K +$352 +23 +2%
Simplex Trading
108
Simplex Trading
Illinois
$12K -$181K -11,836 -93%
NS
109
NBC Securities
Alabama
$10K -$11.6K -758 -52%
RCM
110
Raleigh Capital Management
North Carolina
$9.84K +$9.96K +650 New
TCG
111
Transcendent Capital Group
Oklahoma
$9.02K – – –
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$8.52K -$58.7K -3,829 -87%
PMFA
113
Plante Moran Financial Advisors
Michigan
$7.68K +$7.77K +507 New
LOIP
114
Live Oak Investment Partners
Texas
$7.22K – – –
CA
115
CoreCap Advisors
Michigan
$5.04K – – –
ADL
116
Asset Dedication LLC
California
$4.78K – – –
LC
117
Lindbrook Capital
California
$4.1K – – –
SFC
118
Strategic Financial Concepts
Texas
$3.77K +$827K +54,004 New
Acadian Asset Management
119
Acadian Asset Management
Massachusetts
$3K – – –
HFS
120
Hantz Financial Services
Michigan
$3K – – –
DIP
121
DT Investment Partners
Pennsylvania
$2.97K +$3K +196 New
RWMG
122
Redwood Wealth Management Group
New Jersey
$2.92K +$2.96K +193 New
Jones Financial Companies
123
Jones Financial Companies
Missouri
$2.65K +$2.68K +175 New
WOSD
124
WFA of San Diego
California
$2.65K +$2.68K +175 New
KFI
125
Key Financial Inc
Pennsylvania
$2.27K – – –
2 3 4
5
6

MFIC Hedge Fund Activity: Q2 2024 in Review

127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q2 2024, worth a combined $290M — down 2.4% from $297M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MFIC positions and 19 closed out — a net gain of 3 holders — while 44 added to existing stakes and 34 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $3.9M. The largest seller was Susquehanna International Group, cutting an estimated $10.1M.

  • 127 institutional investors held MidCap Financial Investment (MFIC) as of Q2 2024, down from 128 in Q1 2024.
  • Funds reported $290M of MidCap Financial Investment stock for Q2 2024, down 2.4% quarter-over-quarter.
  • 22 funds opened new MidCap Financial Investment positions in Q2 2024 and 19 closed out, a net change of +3 holders.
  • The largest MidCap Financial Investment buyer in Q2 2024 was Two Sigma Advisers, an estimated $3.9M added.
  • The largest MidCap Financial Investment seller in Q2 2024 was Susquehanna International Group, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2024.