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MidCap Financial Investment
MFIC

Overview Fund Activity

201 hedge funds and large institutions have $532M invested in MidCap Financial Investment in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 27 closing their positions.

Holders
201
Holders Change
-3
Holders Change %
-1.47%
% of All Funds
5.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
27
Increased
65
Reduced
60
Closed
27
Calls
$577K
Puts
$668K
Net Calls
-$91K
Net Calls Change
+$590K

Top Buyers

1
TIM
1
Thornburg Investment Management
New Mexico
$136M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$29.7M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$3.55M
4
Bank of America
4
Bank of America
North Carolina
$7.66M
5
Morgan Stanley
5
Morgan Stanley
New York
$22.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$66.3M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$611K
3
YMRC
3
Yorktown Management & Research Company
Virginia
$0
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$4.08M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$4.38M
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
1
Thornburg Investment Management
New Mexico
$136M 24,804,855 +1,302,432 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$66.3M 12,106,855 -6,596,122 -35%
UBS Group
3
UBS Group
Switzerland
$31.5M 5,755,129 -750,484 -12%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$29.7M 5,424,141 +1,228,208 +29%
Morgan Stanley
5
Morgan Stanley
New York
$22.9M 4,173,555 +399,259 +11%
AAM
6
Advisors Asset Management
Colorado
$13.9M 2,530,506 -2,407 -0.1%
MC
7
Muzinich & Co
New York
$13.7M 2,544,435 -49,806 -2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$12.8M 2,335,383 +65,614 +3%
AAMU
9
Amundi Asset Management US
Massachusetts
$12.4M 2,256,587 – –
CS
10
Credit Suisse
Switzerland
$10.7M 1,943,972 -275,851 -12%
Invesco
11
Invesco
Georgia
$10.5M 1,915,640 -913,210 -32%
Wells Fargo
12
Wells Fargo
California
$9.67M 1,763,732 +144,166 +9%
Bank of America
13
Bank of America
North Carolina
$7.66M 1,397,974 +546,850 +64%
BC
14
BHR Capital
New York
$7.12M 1,300,000 – –
RA
15
Royce & Associates
New York
$6.36M 1,161,400 – –
BG
16
BlackRock Group
United Kingdom
$6.03M 1,100,782 -108,163 -9%
DA
17
DSC Advisors
Illinois
$5.34M 975,000 – –
Deutsche Bank
18
Deutsche Bank
Germany
$4.46M 814,263 -39,580 -5%
Principal Financial Group
19
Principal Financial Group
Iowa
$4.38M 800,000 -1,063,400 -57%
CIM
20
Confluence Investment Management
Missouri
$4.3M 784,396 +43,157 +6%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$4.23M 771,700 – –
Millennium Management
22
Millennium Management
New York
$4.17M 761,673 +189,544 +33%
Allianz Asset Management
23
Allianz Asset Management
Germany
$4.08M 744,768 -1,469,474 -66%
CP
24
Camelot Portfolios
Ohio
$3.99M 727,669 +23,561 +3%
Boston Partners
25
Boston Partners
Massachusetts
$3.97M 723,919 +13,349 +2%
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