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MidCap Financial Investment

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.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 60

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

1% less funds holding

Funds holding: 204201 (-3)

14% less call options, than puts

Call options by funds: $577K | Put options by funds: $668K

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

31% less capital invested

Capital invested by funds: $767M → $532M (-$235M)

Holders
201
Holders Change
-3
Holders Change %
-1.47%
% of All Funds
5.61%
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
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Thornburg Investment Management
New Mexico
$136M +$8.59M +434,144 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$66.3M -$43.5M -2,198,708 -35%
UBS Group
3
UBS Group
Switzerland
$31.5M -$4.95M -250,162 -12%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$29.7M +$8.1M +409,403 +29%
Morgan Stanley
5
Morgan Stanley
New York
$22.9M +$2.63M +133,086 +11%
AAM
6
Advisors Asset Management
Colorado
$13.9M -$15.9K -802 -0.1%
MC
7
Muzinich & Co
New York
$13.7M -$329K -16,602 -2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$12.8M +$433K +21,871 +3%
AAMU
9
Amundi Asset Management US
Massachusetts
$12.4M
CS
10
Credit Suisse
Switzerland
$10.7M -$1.82M -91,950 -12%
Invesco
11
Invesco
Georgia
$10.5M -$6.02M -304,403 -32%
Wells Fargo
12
Wells Fargo
California
$9.66M +$951K +48,056 +9%
Bank of America
13
Bank of America
North Carolina
$7.66M +$3.61M +182,283 +64%
BC
14
BHR Capital
New York
$7.12M
RA
15
Royce & Associates
New York
$6.36M
BG
16
BlackRock Group
United Kingdom
$6.03M -$713K -36,055 -9%
DA
17
DSC Advisors
Illinois
$5.34M
Deutsche Bank
18
Deutsche Bank
Germany
$4.46M -$261K -13,193 -5%
Principal Financial Group
19
Principal Financial Group
Iowa
$4.38M -$7.01M -354,466 -57%
CIM
20
Confluence Investment Management
Missouri
$4.3M +$285K +14,385 +6%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$4.23M
Millennium Management
22
Millennium Management
New York
$4.17M +$1.25M +63,181 +33%
Allianz Asset Management
23
Allianz Asset Management
Germany
$4.08M -$9.69M -489,825 -66%
CP
24
Camelot Portfolios
Ohio
$3.99M +$155K +7,853 +3%
Boston Partners
25
Boston Partners
Massachusetts
$3.97M +$88K +4,449 +2%

MFIC Hedge Fund Activity: Q3 2015 in Review

201 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q3 2015, worth a combined $532M — down 31% from $767M a quarter earlier.

Fund positioning in MFIC was balanced in Q3 2015: 27 funds opened new positions, 27 closed out, 65 added to existing stakes and 60 trimmed.

The largest buyer was Thornburg Investment Management, adding an estimated $8.59M. The largest seller was Fidelity Investments, cutting an estimated $43.5M.

  • 201 institutional investors held MidCap Financial Investment (MFIC) as of Q3 2015, down from 204 in Q2 2015.
  • Funds reported $532M of MidCap Financial Investment stock for Q3 2015, down 31% quarter-over-quarter.
  • 27 funds opened new MidCap Financial Investment positions in Q3 2015 and 27 closed out, a net change of 0 holders.
  • The largest MidCap Financial Investment buyer in Q3 2015 was Thornburg Investment Management, an estimated $8.59M added.
  • The largest MidCap Financial Investment seller in Q3 2015 was Fidelity Investments, an estimated $43.5M sold.

Based on aggregated 13F filings for Q3 2015.