MidCap Financial Investment
MFIC
136 hedge funds and large institutions have $216M invested in MidCap Financial Investment in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 32 closing their positions.
37% more capital invested
Capital invested by funds: $157M → $216M (+$58.5M)
0.51% less ownership
Funds ownership: 34.99% → 34.48% (-0.51%)
5% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 44
8% less funds holding
Funds holding: 148 → 136 (-12)
31% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 32
87% less call options, than puts
Call options by funds: $1.39M | Put options by funds: $10.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$3.94M |
| 2 |
WG
Winton Group
London,
United Kingdom
|
+$1.8M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$1.47M |
| 4 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
+$1.05M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$981K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$5.77M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$1.57M |
| 3 |
D.E. Shaw & Co
New York
|
-$1.36M |
| 4 |
VEA
Virtus ETF Advisers
New York
|
-$1.1M |
| 5 |
SDAM
Shulman DeMeo Asset Management
Lake Success,
New York
|
-$950K |
MFIC Hedge Fund Activity: Q2 2020 in Review
136 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q2 2020, worth a combined $216M — up 37% from $157M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of MFIC and 22 opened new positions — a net loss of 10 holders — while 44 trimmed existing stakes and 42 added.
The largest buyer was Invesco, adding an estimated $3.94M. The largest seller was Bank of Montreal, exiting entirely with an estimated $5.77M sold.
- 136 institutional investors held MidCap Financial Investment (MFIC) as of Q2 2020, down from 148 in Q1 2020.
- Funds reported $216M of MidCap Financial Investment stock for Q2 2020, up 37% quarter-over-quarter.
- 22 funds opened new MidCap Financial Investment positions in Q2 2020 and 32 closed out, a net change of -10 holders.
- The largest MidCap Financial Investment buyer in Q2 2020 was Invesco, an estimated $3.94M added.
- The largest MidCap Financial Investment seller in Q2 2020 was Bank of Montreal, an estimated $5.77M sold.
Based on aggregated 13F filings for Q2 2020.