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MidCap Financial Investment
MFIC

Overview Fund Activity

194 hedge funds and large institutions have $553M invested in MidCap Financial Investment in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-4
Holders Change %
-2.02%
% of All Funds
5.18%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
25
Increased
53
Reduced
72
Closed
28
Calls
$647K
Puts
$467K
Net Calls
+$180K
Net Calls Change
+$83K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$13.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.42M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$3.86M
4
AMH
Apollo Management Holdings
New York
+$3.05M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.16M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$13.7M
2
Morgan Stanley
Morgan Stanley
New York
-$11.3M
3
Boston Partners
Boston Partners
Massachusetts
-$8.35M
4
CS
Credit Suisse
Switzerland
-$5.67M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$5.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
KTC
176
Kistler-Tiffany Companies
Pennsylvania
$9K – – –
CFA
177
Camarda Financial Advisors
Florida
$8K +$8K +454 New
CLOS
178
Compagnie Lombard Odier SCmA
Switzerland
$7K +$249 +16 +4%
RFA
179
Reilly Financial Advisors
California
$6K -$27K -1,500 -82%
FHA
180
First Horizon Advisors
Tennessee
$6K – – –
DADC
181
D.A. Davidson & Co
Montana
$6K +$222 +14 +4%
IA
182
IFP Advisors
Florida
$5K -$767K -15,348 -99%
GI
183
Gradient Investments
Minnesota
$5K – – –
FWM
184
Focused Wealth Management
New York
$3K -$4.12K -250 -58%
NFG
185
Next Financial Group
Texas
$3K – – –
WCBA
186
Weaver C. Barksdale & Associates
Tennessee
$2K – – –
WCM
187
Wealthcare Capital Management
Virginia
$2K +$76 +4 +4%
PVH
188
Psagot Value Holdings
Israel
$2K +$2K +133 New
ST
189
Spot Trading
Illinois
$1K -$34.8K -2,747 -97%
DLHL
190
Donald L. Hagan LLC
Florida
$1K +$1K +33 New
VIA
191
Vantage Investment Advisors
Pennsylvania
$1K +$1K +44 New
BWA
192
Burt Wealth Advisors
Maryland
$1K +$1K +83 New
SMH
193
Sanders Morris Harris
Texas
$1K +$1K +42,420 New
PCM
194
Penserra Capital Management
California
$13 -$1 -87 -10%
BIM
195
BlackRock Investment Management
Delaware
– -$2.41M -153,697 Closed
RP
196
Raiff Partners
New York
– -$1.31M -83,333 Closed
Marshall Wace
197
Marshall Wace
United Kingdom
– -$965K -61,634 Closed
TG
198
TCW Group
California
– -$651K -41,600 Closed
BCM
199
Buckhead Capital Management
Georgia
– -$574K -36,667 Closed
FCI
200
Financial Counselors Inc
Kansas
– -$548K -35,000 Closed
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