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MidCap Financial Investment

129 hedge funds and large institutions have $255M invested in MidCap Financial Investment in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $5.36M | Put options by funds: $2.73M

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more capital invested

Capital invested by funds: $255M → $255M (+$78.7K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.13% less ownership

Funds ownership: 30.67%30.54% (-0.13%)

2% less funds holding

Funds holding: 131129 (-2)

Holders
129
Holders Change
-2
Holders Change %
-1.53%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
43
Reduced
33
Closed
20
Calls
$5.36M
Puts
$2.73M
Net Calls
+$2.63M
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
126
Investors Research Corp
Georgia
$1K
Fidelity Investments
127
Fidelity Investments
Massachusetts
$1K +$863 +65 +3,250%
Grantham, Mayo, Van Otterloo & Co (GMO)
128
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$2.62M -204,418 Closed
BSP
129
Benefit Street Partners
New York
-$1.29M -100,540 Closed
JF
130
Jump Financial
Illinois
-$438K -34,299 Closed
ECM
131
ExodusPoint Capital Management
New York
-$413K -32,253 Closed
CIM
132
Confluence Investment Management
Missouri
-$362K -28,266 Closed
Jane Street
133
Jane Street
New York
-$213K -16,663 Closed
AFP
134
Ausdal Financial Partners
Iowa
-$179K -14,033 Closed
VFA
135
Valeo Financial Advisors
Indiana
-$178K -13,900 Closed
NC
136
NinePointTwo Capital
California
-$157K -12,285 Closed
VF
137
Virtu Financial
New York
-$153K -11,930 Closed
Wolverine Trading
138
Wolverine Trading
Illinois
-$154K -11,592 Closed
FAG
139
Fortitude Advisory Group
Washington
-$15.3K -1,152 Closed
CWS
140
Confluence Wealth Services
Pennsylvania
-$12K -1,000 Closed
CA
141
CoreCap Advisors
Michigan
-$4K -333 Closed
ACM
142
Aquatic Capital Management
Illinois
-$4K -300 Closed
TCM
143
TD Capital Management
Tennessee
-$4K -300 Closed
SFM
144
Signet Financial Management
New Jersey
-$3K -241 Closed
SWM
145
Spire Wealth Management
Virginia
-$2K -133 Closed
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
-$1K -51 Closed
GI
147
Gradient Investments
Minnesota
-$1K -46 Closed

MFIC Hedge Fund Activity: Q1 2022 in Review

129 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q1 2022, worth a combined $255M — up 0.03% from $255M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MFIC positions and 20 closed out — a net gain of 1 holder — while 43 added to existing stakes and 33 trimmed.

The largest buyer was VanEck Associates, adding an estimated $6.64M. The largest seller was JP Morgan Chase, cutting an estimated $3.4M.

  • 129 institutional investors held MidCap Financial Investment (MFIC) as of Q1 2022, down from 131 in Q4 2021.
  • Funds reported $255M of MidCap Financial Investment stock for Q1 2022, up 0.03% quarter-over-quarter.
  • 21 funds opened new MidCap Financial Investment positions in Q1 2022 and 20 closed out, a net change of +1 holder.
  • The largest MidCap Financial Investment buyer in Q1 2022 was VanEck Associates, an estimated $6.64M added.
  • The largest MidCap Financial Investment seller in Q1 2022 was JP Morgan Chase, an estimated $3.4M sold.

Based on aggregated 13F filings for Q1 2022.