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MidCap Financial Investment
MFIC

Overview Fund Activity

172 hedge funds and large institutions have $340M invested in MidCap Financial Investment in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 70 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
172
Holders Change
+47
Holders Change %
+37.6%
% of All Funds
2.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
62
Increased
70
Reduced
23
Closed
14
Calls
$2.05M
Puts
$926K
Net Calls
+$1.12M
Net Calls Change
-$859K

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$30.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.6M
3
Wells Fargo
3
Wells Fargo
California
$7.87M
4
FIA
4
Foundations Investment Advisors
Arizona
$4.17M
5
AM
5
Ares Management
California
$4.15M

Top Sellers

1
NRCM
1
Northern Right Capital Management
Connecticut
$0
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$4.32M
3
AWA
3
Arete Wealth Advisors
Illinois
$190K
4
Legal & General Group
4
Legal & General Group
United Kingdom
$6.37M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$57.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
101
Ausdal Financial Partners
Iowa
$236K +$236K +17,651 New
PP
102
Paloma Partners
Connecticut
$234K +$234K +17,512 New
OBWG
103
Onyx Bridge Wealth Group
New York
$226K -$1.9K -142 -0.8%
RJFSA
104
Raymond James Financial Services Advisors
Florida
$225K +$225K +16,800 New
CA
105
CoreCap Advisors
Michigan
$202K +$198K +14,766 +4,434%
RFC
106
Regions Financial Corp
Alabama
$201K +$201K +15,000 New
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$199K +$199K +14,859 New
ACM
108
Aquatic Capital Management
Illinois
$194K +$169K +12,600 +663%
CIBC World Market
109
CIBC World Market
Ontario, Canada
$192K +$3.75K +280 +2%
NA
110
Nottingham Advisors
New York
$191K +$191K +14,228 New
AWA
111
Arete Wealth Advisors
Illinois
$190K -$1.11M -82,500 -85%
NRD
112
Nebula Research & Development
New York
$186K +$186K +13,925 New
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$185K -$198K -14,779 -52%
MWM
114
Melfa Wealth Management
Massachusetts
$184K +$184K +13,718 New
OFS
115
Orrstown Financial Services
Pennsylvania
$183K +$183K +13,640 New
Bessemer Group
116
Bessemer Group
New Jersey
$177K +$177K +13,216 New
RWA
117
Redmont Wealth Advisors
Illinois
$175K +$175K +13,054 New
ASN
118
Advisory Services Network
Georgia
$174K – – –
WJWM
119
Williams Jones Wealth Management
New York
$172K +$172K +12,810 New
APA
120
Astoria Portfolio Advisors
New York
$169K +$169K +12,586 New
Creative Planning
121
Creative Planning
Kansas
$169K +$26.1K +1,950 +18%
AWM
122
Accel Wealth Management
Iowa
$167K +$33.6K +2,508 +25%
Goldman Sachs
123
Goldman Sachs
New York
$167K -$105K -7,842 -39%
SP
124
Stablepoint Partners
Massachusetts
$166K – – –
SFG
125
Sovereign Financial Group
Connecticut
$162K +$162K +12,079 New
3 4
5
6 7