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MidCap Financial Investment

176 hedge funds and large institutions have $358M invested in MidCap Financial Investment in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 55 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 55

0.53% more ownership

Funds ownership: 33.98%34.51% (+0.53%)

1% less capital invested

Capital invested by funds: $363M → $358M (-$4.95M)

9% less funds holding

Funds holding: 193176 (-17)

32% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 37

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

49% less call options, than puts

Call options by funds: $2.17M | Put options by funds: $4.26M

Holders
176
Holders Change
-17
Holders Change %
-8.81%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
25
Increased
57
Reduced
55
Closed
37
Calls
$2.17M
Puts
$4.26M
Net Calls
-$2.09M
Net Calls Change
+$936K
Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
176
Smallwood Wealth Investment Management
New Jersey
$16
DCP
177
Diameter Capital Partners
New York
-$11.6M -1,013,005 Closed
CC
178
CF Capital
Massachusetts
-$7.45M -651,326 Closed
RCM
179
Rivernorth Capital Management
Florida
-$4.74M -414,430 Closed
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
-$4.17M -364,142 Closed
TI
181
Trexquant Investment
Connecticut
-$1.16M -101,212 Closed
QT
182
Quantbot Technologies
New York
-$773K -67,607 Closed
MM
183
MQS Management
New York
-$597K -52,193 Closed
JF
184
Jump Financial
Illinois
-$556K -48,637 Closed
Marshall Wace
185
Marshall Wace
United Kingdom
-$491K -42,940 Closed
LWP
186
LeClair Wealth Partners
Ohio
-$468K -40,885 Closed
Northern Trust
187
Northern Trust
Illinois
-$460K -40,242 Closed
OAM
188
Oxford Asset Management
United Kingdom
-$399K -34,889 Closed
ACM
189
Aquatic Capital Management
Illinois
-$376K -32,824 Closed
Verition Fund Management
190
Verition Fund Management
Connecticut
-$348K -30,400 Closed
VF
191
Virtu Financial
New York
-$308K -26,960 Closed
FCFC
192
First Commonwealth Financial Corp
Pennsylvania
-$285K -24,927 Closed
Two Sigma Advisers
193
Two Sigma Advisers
New York
-$277K -24,254 Closed
TI
194
TrueMark Investments
Illinois
-$276K -24,108 Closed
DTL
195
Dynamic Technology Lab
Singapore
-$208K -18,153 Closed
STA
196
Shade Tree Advisors
New York
-$196K -17,099 Closed
Goldman Sachs
197
Goldman Sachs
New York
-$192K -16,795 Closed
Creative Planning
198
Creative Planning
Kansas
-$162K -14,142 Closed
OFS
199
Orrstown Financial Services
Pennsylvania
-$156K -13,640 Closed
EIP
200
Easterly Investment Partners
Massachusetts
-$139K -12,148 Closed