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MidCap Financial Investment

204 hedge funds and large institutions have $767M invested in MidCap Financial Investment in 2015 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 56

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 207204 (-3)

8% less capital invested

Capital invested by funds: $834M → $767M (-$66.3M)

58% less call options, than puts

Call options by funds: $485K | Put options by funds: $1.17M

Holders
204
Holders Change
-3
Holders Change %
-1.45%
% of All Funds
5.5%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
27
Increased
76
Reduced
56
Closed
26
Calls
$485K
Puts
$1.17M
Net Calls
-$681K
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Thornburg Investment Management
New Mexico
$166M +$17.4M +749,469 +11%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$132M -$6.99M -301,696 -5%
UBS Group
3
UBS Group
Switzerland
$46.1M -$8.72M -376,611 -15%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$29.7M +$6.12M +264,079 +23%
Morgan Stanley
5
Morgan Stanley
New York
$26.7M +$2.27M +97,843 +8%
Invesco
6
Invesco
Georgia
$20M +$2.2M +95,185 +11%
MC
7
Muzinich & Co
New York
$18.4M +$975K +42,071 +5%
AAM
8
Advisors Asset Management
Colorado
$17.9M -$2.46M -106,141 -11%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$16.3M +$1.41M +60,970 +9%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$16.1M +$482K +20,812 +3%
AAMU
11
Amundi Asset Management US
Massachusetts
$16M
CS
12
Credit Suisse
Switzerland
$15.7M +$2.36M +101,740 +16%
Allianz Asset Management
13
Allianz Asset Management
Germany
$15.7M +$286K +12,356 +2%
Principal Financial Group
14
Principal Financial Group
Iowa
$13.2M +$1.29M +55,833 +10%
YMRC
15
Yorktown Management & Research Company
Virginia
$11.7M
Wells Fargo
16
Wells Fargo
California
$11.5M +$231K +9,980 +2%
BC
17
BHR Capital
New York
$9.2M
BG
18
BlackRock Group
United Kingdom
$8.56M -$295K -12,748 -3%
RA
19
Royce & Associates
New York
$8.22M
DA
20
DSC Advisors
Illinois
$6.9M
Deutsche Bank
21
Deutsche Bank
Germany
$6.04M +$1.93M +83,316 +41%
Bank of America
22
Bank of America
North Carolina
$6.03M +$343K +14,822 +6%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$5.46M
CIM
24
Confluence Investment Management
Missouri
$5.25M -$407K -17,578 -7%
Boston Partners
25
Boston Partners
Massachusetts
$5.03M +$707K +30,506 +15%

MFIC Hedge Fund Activity: Q2 2015 in Review

204 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q2 2015, worth a combined $767M — down 8% from $834M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MFIC positions and 26 closed out — a net gain of 1 holder — while 76 added to existing stakes and 56 trimmed.

The largest buyer was Thornburg Investment Management, adding an estimated $17.4M. The largest seller was GAM Holding, exiting entirely with an estimated $9.43M sold.

  • 204 institutional investors held MidCap Financial Investment (MFIC) as of Q2 2015, down from 207 in Q1 2015.
  • Funds reported $767M of MidCap Financial Investment stock for Q2 2015, down 8% quarter-over-quarter.
  • 27 funds opened new MidCap Financial Investment positions in Q2 2015 and 26 closed out, a net change of +1 holder.
  • The largest MidCap Financial Investment buyer in Q2 2015 was Thornburg Investment Management, an estimated $17.4M added.
  • The largest MidCap Financial Investment seller in Q2 2015 was GAM Holding, an estimated $9.43M sold.

Based on aggregated 13F filings for Q2 2015.