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MidCap Financial Investment
MFIC

Overview Fund Activity

153 hedge funds and large institutions have $419M invested in MidCap Financial Investment in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-13
Holders Change %
-7.83%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
27
Increased
44
Reduced
51
Closed
39
Calls
$970K
Puts
$2.65M
Net Calls
-$1.68M
Net Calls Change
+$6.25M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$5.96M
2
CS
Credit Suisse
Switzerland
+$2.74M
3
CIM
Confluence Investment Management
Missouri
+$2.67M
4
CCM
Callodine Capital Management
Massachusetts
+$2.35M
5
FCM
FJ Capital Management
Virginia
+$2.09M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$13.4M
2
AM
Ares Management
California
-$11.8M
3
SCM
Shelton Capital Management
Colorado
-$4.03M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.63M
5
LCS
Levin Capital Strategies
New York
-$3.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
126
Regions Financial Corp
Alabama
$15K +$15K +999 New
MC
127
Muzinich & Co
New York
$14.5K -$6.34K -418,723 -30%
KTC
128
Kistler-Tiffany Companies
Pennsylvania
$13K – – –
CIAS
129
Capital Investment Advisory Services
North Carolina
$13K – – –
GI
130
Gradient Investments
Minnesota
$13K – – –
EWM
131
Edge Wealth Management
New York
$12K – – –
AF
132
Advisornet Financial
Minnesota
$10K – – –
GWM
133
Geneos Wealth Management
Colorado
$9K -$10.1K -666 -53%
CLOS
134
Compagnie Lombard Odier SCmA
Switzerland
$9K +$277 +19 +3%
NFG
135
Next Financial Group
Texas
$9K +$9K +598 New
NFH
136
NEXT Financial Holdings
Texas
$9K +$9K +598 New
FCMT
137
Founders Capital Management (Texas)
Texas
$8K – – –
IA
138
IFP Advisors
Florida
$5K -$112K -6,695 -96%
FHA
139
First Horizon Advisors
Tennessee
$5K – – –
EWM
140
Executive Wealth Management
Michigan
$4K – – –
PCG
141
Private Capital Group
Connecticut
$3K – – –
FWM
142
Focused Wealth Management
New York
$3K – – –
BWA
143
BDO Wealth Advisors
Florida
$3K +$105 +6 +4%
FGAM
144
Financial Gravity Asset Management
Texas
$3K +$3K +227 New
FHB
145
First Hawaiian Bank
Hawaii
$3K +$3K +230 New
AIC
146
Archer Investment Corporation
Indiana
$2K – – –
WCM
147
Wealthcare Capital Management
Virginia
$2K +$69 +5 +4%
RIA
148
Realta Investment Advisors
Delaware
$2K +$2K +133 New
SEI Investments
149
SEI Investments
Pennsylvania
$1K +$1K +50 New
IRC
150
Investors Research Corp
Georgia
$1K +$1K +73 New
4 5
6
7 8