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MidCap Financial Investment
MFIC

Overview Fund Activity

207 hedge funds and large institutions have $834M invested in MidCap Financial Investment in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 81 increasing their positions, 67 reducing their positions, and 36 closing their positions.

Holders
207
Holders Change
-10
Holders Change %
-4.61%
% of All Funds
5.52%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
27
Increased
81
Reduced
67
Closed
36
Calls
$1.14M
Puts
$785K
Net Calls
+$359K
Net Calls Change
+$1.32M

Top Buyers

1
TIM
1
Thornburg Investment Management
New Mexico
$163M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$16.3M
3
BC
3
BHR Capital
New York
$9.98M
4
UBS Group
4
UBS Group
Switzerland
$58.6M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$26.1M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$2.65M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.83M
3
Ameriprise
3
Ameriprise
Minnesota
$228K
4
PSI
4
Pinnacle Summer Investments
Virginia
$1.06M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.06M
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
1
Thornburg Investment Management
New Mexico
$163M 21,254,016 +3,751,071 +21%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$150M 19,608,065 -464,620 -2%
UBS Group
3
UBS Group
Switzerland
$58.6M 7,635,446 +642,126 +9%
Morgan Stanley
4
Morgan Stanley
New York
$26.7M 3,480,768 -66,412 -2%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$26.1M 3,403,696 +568,998 +20%
AAM
6
Advisors Asset Management
Colorado
$21.9M 2,851,336 -108,400 -4%
Invesco
7
Invesco
Georgia
$19.5M 2,543,296 +14,757 +0.6%
MC
8
Muzinich & Co
New York
$18.9M 2,468,027 +136,560 +6%
AAMU
9
Amundi Asset Management US
Massachusetts
$17.3M 2,256,587 -120,610 -5%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$16.9M 2,207,334 +28,359 +1%
Allianz Asset Management
11
Allianz Asset Management
Germany
$16.7M 2,177,175 +399,970 +23%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$16.3M 2,121,917 +1,899,000 +852%
CS
13
Credit Suisse
Switzerland
$14.7M 1,914,603 -7,020 -0.4%
Principal Financial Group
14
Principal Financial Group
Iowa
$13M 1,695,900 +6,900 +0.4%
YMRC
15
Yorktown Management & Research Company
Virginia
$12.7M 1,650,000 – –
Wells Fargo
16
Wells Fargo
California
$12.2M 1,589,626 +471,201 +42%
BC
17
BHR Capital
New York
$9.98M 1,300,000 +1,300,000 New
BG
18
BlackRock Group
United Kingdom
$9.57M 1,247,189 +223,248 +22%
GH
19
GAM Holding
Switzerland
$9.43M 1,228,523 – –
RA
20
Royce & Associates
New York
$8.91M 1,161,400 – –
CGC
21
Cloud Gate Capital
Illinois
$7.63M 993,750 +559,876 +129%
DA
22
DSC Advisors
Illinois
$7.48M 975,000 – –
Bank of America
23
Bank of America
North Carolina
$6.19M 806,657 -155,232 -16%
CIM
24
Confluence Investment Management
Missouri
$6.09M 793,973 +12,592 +2%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$5.92M 771,700 +271,700 +54%
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