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MidCap Financial Investment
MFIC

Overview Fund Activity

198 hedge funds and large institutions have $549M invested in MidCap Financial Investment in 2015 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 64 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-3
Holders Change %
-1.49%
% of All Funds
5.2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
34
Increased
59
Reduced
64
Closed
33
Calls
$452K
Puts
$355K
Net Calls
+$97K
Net Calls Change
+$188K

Top Buyers

1
AMH
1
Apollo Management Holdings
New York
$41.8M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$7.35M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$70.4M
4
RCM
4
Rivernorth Capital Management
Florida
$6.43M
5
IG
5
ING Group
Netherlands
$5.99M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$22M
2
BC
2
BHR Capital
New York
$0
3
RA
3
Royce & Associates
New York
$0
4
DA
4
DSC Advisors
Illinois
$0
5
Principal Financial Group
5
Principal Financial Group
Iowa
$79K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
176
Tanaka Capital Management
New York
$28K +$28K +1,790 New
DOA
177
D'Orazio & Associates
Virginia
$26K +$26K +1,667 New
AWMS
178
Advocacy Wealth Management Services
Georgia
$25K +$25K +1,617 New
GXMC
179
Global X Management Company
New York
$17K +$971 +62 +6%
AFP
180
Ausdal Financial Partners
Iowa
$17K +$17K +1,067 New
EWM
181
Evercore Wealth Management
New York
$15K – – –
PCM
182
Penserra Capital Management
California
$14K +$14K +915 New
AIM
183
Arcadia Investment Management
Michigan
$13K +$13K +800 New
HR
184
Howe & Rusling
New York
$10K – – –
KTC
185
Kistler-Tiffany Companies
Pennsylvania
$8K – – –
PFBT
186
Parkside Financial Bank & Trust
Missouri
$8K +$4.59K +306 +135%
FWM
187
Focused Wealth Management
New York
$7K – – –
CLOS
188
Compagnie Lombard Odier SCmA
Switzerland
$7K – – –
GI
189
Gradient Investments
Minnesota
$5K – – –
FHA
190
First Horizon Advisors
Tennessee
$5K – – –
DADC
191
D.A. Davidson & Co
Montana
$5K +$164 +12 +3%
AF
192
Allworth Financial
California
$3K – – –
BlackRock
193
BlackRock
New York
$2K – – –
KM
194
Kalos Management
Georgia
$2K – – –
NFG
195
Next Financial Group
Texas
$2K – – –
WCBA
196
Weaver C. Barksdale & Associates
Tennessee
$2K – – –
WCM
197
Wealthcare Capital Management
Virginia
$2K +$59 +3 +3%
PSI
198
Pinnacle Summer Investments
Virginia
$1K -$32 -1,342 -3%
Manulife (Manufacturers Life Insurance)
199
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34 -$1.1K -69,188 -97%
BC
200
BHR Capital
New York
– -$7.12M -433,333 Closed
6 7
8
9 10