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MidCap Financial Investment
MFIC

Overview Fund Activity

224 hedge funds and large institutions have $1.05B invested in MidCap Financial Investment in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+9
Holders Change %
+4.19%
% of All Funds
6.51%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
29
Increased
84
Reduced
67
Closed
19
Calls
$3.22M
Puts
$1.87M
Net Calls
+$1.35M
Net Calls Change
-$2.73M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$146M
2
BA
BlackRock Advisors
Delaware
$15.3M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$8.96M
4
U
UBS
Switzerland
$47.6M
5
Citigroup
Citigroup
New York
$7.1M

Top Sellers

1
BC
Balestra Capital
New York
$0
2
TIM
Thornburg Investment Management
New Mexico
$106M
3
Allianz Asset Management
Allianz Asset Management
Germany
$35.9M
4
Bank of America
Bank of America
North Carolina
$3.88M
5
RFC
Russell Frank Company
Washington
$6.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
201
OFI Advisors
Pennsylvania
$48K -$686 -27 -1%
HCC
202
Hirtle Callaghan & Co
Pennsylvania
$47K +$700 +27 +2%
HCM
203
Highlander Capital Management
New Jersey
$46.6K +$21.2K +833 +83%
DVM
204
Dreman Value Management
Florida
$38K +$38K +1,486 New
DADC
205
D.A. Davidson & Co
Montana
$35K +$35K +1,386 New
M&T Bank
206
M&T Bank
New York
$32K – – –
WRM
207
Westport Resources Management
Connecticut
$27K – – –
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$26K +$5.75K +225 +28%
FNBT
209
FineMark National Bank & Trust
Florida
$25K – – –
EWM
210
Evercore Wealth Management
New York
$24K – – –
HR
211
Howe & Rusling
New York
$17K – – –
KTC
212
Kistler-Tiffany Companies
Pennsylvania
$17K +$398 +16 +2%
MFS
213
MSI Financial Services
Massachusetts
$11K +$4.14K +167 +60%
CCS
214
Crosspoint Capital Strategies
California
$9K +$9K +333 New
FHA
215
First Horizon Advisors
Tennessee
$8K – – –
GI
216
Gradient Investments
Minnesota
$7K – – –
FWM
217
Focused Wealth Management
New York
$5K – – –
Envestnet Asset Management
218
Envestnet Asset Management
Illinois
$5K +$3.17K +116 +173%
Manulife (Manufacturers Life Insurance)
219
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.2K +$438 +17,235 +12%
WCBA
220
Weaver C. Barksdale & Associates
Tennessee
$4K -$490 -18 -11%
MIM
221
Macroview Investment Management
Maryland
$4K +$4K +167 New
HF
222
Hoxton Financial
West Virginia
$3K – – –
ECM
223
Estabrook Capital Management
New York
$2.12K – – –
WA
224
WealthTrust-Arizona
Arizona
$2K – – –
EWM
225
Edge Wealth Management
New York
$2K – – –
6 7 8
9
10