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MidCap Financial Investment
MFIC

Overview Fund Activity

194 hedge funds and large institutions have $553M invested in MidCap Financial Investment in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-4
Holders Change %
-2.02%
% of All Funds
5.18%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
25
Increased
53
Reduced
72
Closed
28
Calls
$647K
Puts
$467K
Net Calls
+$180K
Net Calls Change
+$83K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$21.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$80.3M
3
PCIG
Partners Capital Investment Group
Massachusetts
$3.86M
4
AMH
Apollo Management Holdings
New York
$47.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.85M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$9.68M
2
Morgan Stanley
Morgan Stanley
New York
$13M
3
Boston Partners
Boston Partners
Massachusetts
$271K
4
CS
Credit Suisse
Switzerland
$1.98M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$8.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$92K +$11.3K +677 +14%
HAG
127
HighPoint Advisor Group
Illinois
$91K -$235K -13,641 -72%
RhumbLine Advisers
128
RhumbLine Advisers
Massachusetts
$91K +$450 +27 +0.5%
CL
129
CPWM LLC
Washington
$90K – – –
BWP
130
Baldwin Wealth Partners
Massachusetts
$89K +$27.8K +1,666 +45%
BTS
131
BB&T Securities
Virginia
$88K -$5.53K -333 -6%
Bank of New York Mellon
132
Bank of New York Mellon
New York
$87K -$83.1K -4,984 -49%
GIM
133
Greenwich Investment Management
Connecticut
$86K – – –
Principal Financial Group
134
Principal Financial Group
Iowa
$84K – – –
SIM
135
Strategic Investment Management
Virginia
$84K +$84K +5,047 New
BP
136
BBR Partners
New York
$83K – – –
BOH
137
Bank of Hawaii
Hawaii
$82K – – –
HK
138
Horizon Kinetics
New York
$79K -$55.5K -3,339 -41%
Creative Planning
139
Creative Planning
Kansas
$77K -$106K -6,422 -58%
SWP
140
Stratos Wealth Partners
Ohio
$77K +$3.9K +234 +5%
GT
141
Glenmede Trust
Pennsylvania
$70K -$47.2K -2,841 -40%
FCCM
142
First City Capital Management
Georgia
$68K – – –
GW
143
GW & Wade
Massachusetts
$67K -$8.14K -492 -11%
KA
144
Kovack Advisors
Florida
$67K -$1.7K -102 -2%
Prudential Financial
145
Prudential Financial
New Jersey
$67K – – –
SCM
146
SKBA Capital Management
California
$64K +$64K +3,830 New
Baird Financial Group
147
Baird Financial Group
Wisconsin
$62K -$303K -18,317 -83%
TAM
148
Tocqueville Asset Management
New York
$62K -$19.3K -1,167 -24%
KeyBank National Association
149
KeyBank National Association
Ohio
$61K – – –
TRCT
150
Tower Research Capital (TRC)
New York
$60K +$20.4K +1,232 +52%
4 5
6
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