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MidCap Financial Investment
MFIC

150 hedge funds and large institutions have $438M invested in MidCap Financial Investment in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

3% more funds holding

Funds holding: 146 → 150 (+4)

3% more capital invested

Capital invested by funds: $423M → $438M (+$14.7M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.07% less ownership

Funds ownership: 38.81% → 37.75% (-1.1%)

78% less call options, than puts

Call options by funds: $872K | Put options by funds: $4.04M

Holders
150
Holders Change
+4
Holders Change %
+2.74%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
26
Increased
50
Reduced
40
Closed
22
Calls
$872K
Puts
$4.04M
Net Calls
-$3.17M
Net Calls Change
-$1.35M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$15.9M
2
Invesco
Invesco
Georgia
+$8.76M
3
JP Morgan Chase
JP Morgan Chase
New York
+$4.93M
4
Two Sigma Investments
Two Sigma Investments
New York
+$2.13M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.82M

Top Sellers

Rank Fund Capital Flow
1
TIM
Thornburg Investment Management
New Mexico
-$38M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.5M
3
SSA
Schonfeld Strategic Advisors
New York
-$3.61M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.31M
5
Morgan Stanley
Morgan Stanley
New York
-$1.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
151
Roosevelt Investment Group
New York
– -$510K -31,682 Closed
Aberdeen Group
152
Aberdeen Group
United Kingdom
– -$488K -30,333 Closed
GSWM
153
Golden State Wealth Management
California
– -$256K -15,933 Closed
CP
154
Cumberland Partners
Ontario, Canada
– -$250K -15,519 Closed
PPA
155
Parametric Portfolio Associates
Washington
– -$231K -14,381 Closed
TI
156
Trexquant Investment
Connecticut
– -$218K -13,566 Closed
ZCA
157
Zeke Capital Advisors
Pennsylvania
– -$197K -12,252 Closed
CIBC World Market
158
CIBC World Market
Ontario, Canada
– -$192K -11,932 Closed
Point72 Asset Management
159
Point72 Asset Management
Connecticut
– -$166K -10,338 Closed
UCFA
160
United Capital Financial Advisors
Texas
– -$165K -10,275 Closed
WAP
161
Wealthcare Advisory Partners
Pennsylvania
– -$107K -6,666 Closed
CSS
162
Cubist Systematic Strategies
Connecticut
– -$80K -4,954 Closed
QCIG
163
Quad-Cities Investment Group
Iowa
– -$57K -3,554 Closed
FIA
164
FNY Investment Advisers
New York
– -$32K -2,000 Closed
CIAS
165
Capital Investment Advisory Services
North Carolina
– -$13K -833 Closed
PO
166
Private Ocean
California
– -$11K -627 Closed
PCG
167
Private Capital Group
Connecticut
– -$3K -166 Closed
AF
168
Advisornet Financial
Minnesota
– -$1K -56 Closed
Fidelity Investments
169
Fidelity Investments
Massachusetts
– +$33 +2 +200%
1832 Asset Management
170
1832 Asset Management
Ontario, Canada
– +$330 +20 New
3 4 5 6
7

MFIC Hedge Fund Activity: Q4 2019 in Review

150 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q4 2019, worth a combined $438M — up 3.5% from $423M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MFIC positions and 22 closed out — a net gain of 4 holders — while 50 added to existing stakes and 40 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $15.9M. The largest seller was Thornburg Investment Management, cutting an estimated $38M.

  • 150 institutional investors held MidCap Financial Investment (MFIC) as of Q4 2019, up from 146 in Q3 2019.
  • Funds reported $438M of MidCap Financial Investment stock for Q4 2019, up 3.5% quarter-over-quarter.
  • 26 funds opened new MidCap Financial Investment positions in Q4 2019 and 22 closed out, a net change of +4 holders.
  • The largest MidCap Financial Investment buyer in Q4 2019 was Arrowstreet Capital, an estimated $15.9M added.
  • The largest MidCap Financial Investment seller in Q4 2019 was Thornburg Investment Management, an estimated $38M sold.

Based on aggregated 13F filings for Q4 2019.