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MidCap Financial Investment
MFIC

Overview Fund Activity

201 hedge funds and large institutions have $532M invested in MidCap Financial Investment in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-3
Holders Change %
-1.47%
% of All Funds
5.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
27
Increased
65
Reduced
60
Closed
27
Calls
$577K
Puts
$668K
Net Calls
-$91K
Net Calls Change
+$590K

Top Buyers

1
TIM
1
Thornburg Investment Management
New Mexico
$136M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$29.7M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$3.55M
4
Bank of America
4
Bank of America
North Carolina
$7.66M
5
Morgan Stanley
5
Morgan Stanley
New York
$22.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$66.3M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$611K
3
YMRC
3
Yorktown Management & Research Company
Virginia
$0
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$4.08M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$4.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOH
151
Bank of Hawaii
Hawaii
$81K – – –
TAM
152
Tocqueville Asset Management
New York
$79K -$1.9K -116 -2%
GW
153
GW & Wade
Massachusetts
$75K -$13.7K -831 -15%
FCCM
154
First City Capital Management
Georgia
$72.1K – – –
Arrowstreet Capital
155
Arrowstreet Capital
Massachusetts
$70K +$70K +4,233 New
IIA
156
IPG Investment Advisors
California
$68.9K – – –
Prudential Financial
157
Prudential Financial
New Jersey
$67K – – –
TH
158
Timber Hill
Connecticut
$63K +$63K +3,819 New
CSS
159
Cubist Systematic Strategies
Connecticut
$63K +$63K +3,841 New
MFS
160
MSI Financial Services
Massachusetts
$62K +$2.05K +125 +3%
WRM
161
Westport Resources Management
Connecticut
$61K -$4.36K -267 -7%
EAM
162
Evanson Asset Management
California
$61K +$1.67K +101 +3%
WJA
163
Williams Jones & Associates
New York
$60K – – –
BWP
164
Baldwin Wealth Partners
Massachusetts
$60K – – –
UB
165
UMB Bank
Missouri
$60K – – –
KeyBank National Association
166
KeyBank National Association
Ohio
$60K – – –
Capital Fund Management (CFM)
167
Capital Fund Management (CFM)
France
$59K +$59K +3,604 New
BRWA
168
B. Riley Wealth Advisors
Florida
$57K +$791 +48 +1%
VNA
169
VNBTrust National Association
Virginia
$55K – – –
GIM
170
Grassi Investment Management
California
$55K – – –
PAM
171
Panagora Asset Management
Massachusetts
$53K – – –
US Bancorp
172
US Bancorp
Minnesota
$52K -$33.2K -2,000 -39%
CGT
173
Capital Guardian Trust
California
$49K +$49K +2,976 New
Bessemer Group
174
Bessemer Group
New Jersey
$44K -$1.63K -101 -4%
HCM
175
Highlander Capital Management
New Jersey
$30K – – –
5 6
7
8 9