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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 %
DekaBank Deutsche Girozentrale
176
DekaBank Deutsche Girozentrale
Germany
$26K – – –
GXMC
177
Global X Management Company
New York
$17K +$17K +1,024 New
EWM
178
Evercore Wealth Management
New York
$15K – – –
AssetMark Inc
179
AssetMark Inc
California
$15K +$15K +935 New
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$14K +$14K +836 New
HR
181
Howe & Rusling
New York
$11K – – –
Norges Bank
182
Norges Bank
Norway
$9K – – –
KTC
183
Kistler-Tiffany Companies
Pennsylvania
$9K +$9K +526 New
FWM
184
Focused Wealth Management
New York
$7K – – –
CLOS
185
Compagnie Lombard Odier SCmA
Switzerland
$7K – – –
GI
186
Gradient Investments
Minnesota
$5K – – –
FHA
187
First Horizon Advisors
Tennessee
$5K – – –
DADC
188
D.A. Davidson & Co
Montana
$5K +$142 +10 +3%
PFBT
189
Parkside Financial Bank & Trust
Missouri
$4K +$4K +227 New
AF
190
Allworth Financial
California
$3K – – –
NFG
191
Next Financial Group
Texas
$3K – – –
WCBA
192
Weaver C. Barksdale & Associates
Tennessee
$2K – – –
BlackRock
193
BlackRock
New York
$2K – – –
WCM
194
Wealthcare Capital Management
Virginia
$2K +$61 +3 +3%
SSG
195
Summit Securities Group
New York
$2K +$2K +100 New
WCM
196
Windsor Capital Management
Arizona
$2K +$2K +133 New
Manulife (Manufacturers Life Insurance)
197
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.17K -$428 -26,070 -27%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$1K -$22.2K -1,087 -96%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +42 New
DLHL
200
Donald L. Hagan LLC
Florida
$1K +$1K +67 New
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