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MidCap Financial Investment
MFIC

Overview Fund Activity

217 hedge funds and large institutions have $799M invested in MidCap Financial Investment in 2014 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 74 increasing their positions, 65 reducing their positions, and 35 closing their positions.

Holders
217
Holders Change
–
Holders Change %
0%
% of All Funds
5.79%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
38
Increased
74
Reduced
65
Closed
35
Calls
$716K
Puts
$1.68M
Net Calls
-$965K
Net Calls Change
-$482K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$51.9M
2
TIM
2
Thornburg Investment Management
New Mexico
$130M
3
MC
3
Muzinich & Co
New York
$17.3M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$12.5M
5
CS
5
Credit Suisse
Switzerland
$14.3M

Top Sellers

1
PSI
1
Pinnacle Summer Investments
Virginia
$1.06M
2
Goldman Sachs
2
Goldman Sachs
New York
$6.56M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$149M
4
BC
4
Balestra Capital
New York
$163K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$3.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$149M 20,072,685 -1,210,361 -6%
TIM
2
Thornburg Investment Management
New Mexico
$130M 17,502,945 +3,908,203 +29%
UBS Group
3
UBS Group
Switzerland
$51.9M 6,993,320 +6,993,320 New
Morgan Stanley
4
Morgan Stanley
New York
$26.3M 3,547,180 +646,124 +22%
AAM
5
Advisors Asset Management
Colorado
$22M 2,959,736 +219,758 +8%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$21M 2,834,698 +686,092 +32%
Invesco
7
Invesco
Georgia
$18.8M 2,528,539 +501,808 +25%
AAMU
8
Amundi Asset Management US
Massachusetts
$17.6M 2,377,197 -31,898 -1%
MC
9
Muzinich & Co
New York
$17.3M 2,331,467 +2,331,467 New
Wellington Management Group
10
Wellington Management Group
Massachusetts
$16.2M 2,178,975 – –
Two Sigma Investments
11
Two Sigma Investments
New York
$15.3M 2,066,707 +197,119 +11%
CS
12
Credit Suisse
Switzerland
$14.3M 1,921,623 +773,800 +67%
Allianz Asset Management
13
Allianz Asset Management
Germany
$13.2M 1,777,205 +277,831 +19%
Principal Financial Group
14
Principal Financial Group
Iowa
$12.5M 1,689,000 +1,514,495 +868%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$12.5M 1,687,495 +608,927 +56%
YMRC
16
Yorktown Management & Research Company
Virginia
$12.2M 1,650,000 – –
GH
17
GAM Holding
Switzerland
$9.12M 1,228,523 +28,523 +2%
Ameriprise
18
Ameriprise
Minnesota
$8.86M 1,193,904 +23,849 +2%
RA
19
Royce & Associates
New York
$8.62M 1,161,400 – –
Wells Fargo
20
Wells Fargo
California
$8.3M 1,118,425 -54,837 -5%
BG
21
BlackRock Group
United Kingdom
$7.6M 1,023,941 -149,563 -13%
DA
22
DSC Advisors
Illinois
$7.24M 975,000 – –
Bank of America
23
Bank of America
North Carolina
$7.14M 961,889 +303,783 +46%
Goldman Sachs
24
Goldman Sachs
New York
$6.56M 883,704 -2,068,949 -70%
BTS
25
BB&T Securities
Virginia
$6.25M 84,281 +31,176 +59%
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