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MidCap Financial Investment

173 hedge funds and large institutions have $356M invested in MidCap Financial Investment in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $715K

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

4% more capital invested

Capital invested by funds: $341M → $356M (+$14.6M)

4% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 25

0.62% more ownership

Funds ownership: 27.47%28.1% (+0.62%)

2% less funds holding

Funds holding: 176173 (-3)

Holders
173
Holders Change
-3
Holders Change %
-1.7%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
69
Reduced
51
Closed
25
Calls
$1.77M
Puts
$715K
Net Calls
+$1.05M
Net Calls Change
-$67K
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
101
Ethos Financial Group
Pennsylvania
$258K
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$258K +$57.4K +4,230 +28%
AWA
103
Arete Wealth Advisors
Illinois
$249K +$58.6K +4,319 +31%
ProShare Advisors
104
ProShare Advisors
Maryland
$245K +$95.9K +7,062 +64%
OBWG
105
Onyx Bridge Wealth Group
New York
$230K +$2.93K +216 +1%
VF
106
Virtu Financial
New York
$228K +$229K +16,888 New
OC
107
Oppenheimer & Co
New York
$221K +$223K +16,387 New
CA
108
CoreCap Advisors
Michigan
$191K -$13K -954 -6%
MWM
109
Melfa Wealth Management
Massachusetts
$185K
OFS
110
Orrstown Financial Services
Pennsylvania
$184K
SG
111
StoneX Group
New York
$181K +$182K +13,419 New
CIBC World Market
112
CIBC World Market
Ontario, Canada
$177K -$16.8K -1,240 -9%
RWA
113
Redmont Wealth Advisors
Illinois
$176K
AFP
114
Ausdal Financial Partners
Iowa
$175K -$63.4K -4,669 -26%
Creative Planning
115
Creative Planning
Kansas
$175K +$4.88K +359 +3%
AWM
116
Accel Wealth Management
Iowa
$170K +$937 +69 +0.6%
SP
117
Stablepoint Partners
Massachusetts
$167K
Tudor Investment Corp
118
Tudor Investment Corp
Connecticut
$166K -$2.14M -157,635 -93%
SFG
119
Sovereign Financial Group
Connecticut
$163K +$462 +34 +0.3%
IFG
120
Independent Financial Group
California
$158K -$521K -38,345 -77%
KCPT
121
Kingstone Capital Partners Texas
Texas
$156K +$157K +11,548 New
ET
122
Entropy Technologies
New York
$155K +$156K +11,488 New
ASN
123
Advisory Services Network
Georgia
$152K -$3.22K -237 -2%
WJWM
124
Williams Jones Wealth Management
New York
$147K -$25.9K -1,909 -15%
PAG
125
Private Advisor Group
New Jersey
$147K -$126K -9,301 -46%

MFIC Hedge Fund Activity: Q4 2024 in Review

173 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q4 2024, worth a combined $356M — up 4.3% from $341M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MFIC positions and 25 closed out — a net gain of 1 holder — while 69 added to existing stakes and 51 trimmed.

The largest buyer was UBS Group, adding an estimated $4.02M. The largest seller was Two Sigma Investments, cutting an estimated $3.6M.

  • 173 institutional investors held MidCap Financial Investment (MFIC) as of Q4 2024, down from 176 in Q3 2024.
  • Funds reported $356M of MidCap Financial Investment stock for Q4 2024, up 4.3% quarter-over-quarter.
  • 26 funds opened new MidCap Financial Investment positions in Q4 2024 and 25 closed out, a net change of +1 holder.
  • The largest MidCap Financial Investment buyer in Q4 2024 was UBS Group, an estimated $4.02M added.
  • The largest MidCap Financial Investment seller in Q4 2024 was Two Sigma Investments, an estimated $3.6M sold.

Based on aggregated 13F filings for Q4 2024.