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MidCap Financial Investment
MFIC

129 hedge funds and large institutions have $255M invested in MidCap Financial Investment in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $5.36M | Put options by funds: $2.73M

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more capital invested

Capital invested by funds: $255M → $255M (+$78.7K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.13% less ownership

Funds ownership: 30.67% → 30.54% (-0.13%)

2% less funds holding

Funds holding: 131 → 129 (-2)

Holders
129
Holders Change
-2
Holders Change %
-1.53%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
43
Reduced
33
Closed
20
Calls
$5.36M
Puts
$2.73M
Net Calls
+$2.63M
Net Calls Change
+$1.5M

Top Buyers

1
VanEck Associates
VanEck Associates
New York
+$6.64M
2
Marshall Wace
Marshall Wace
United Kingdom
+$3.48M
3
AWA
Arete Wealth Advisors
Illinois
+$1.6M
4
AWA
Arkadios Wealth Advisors
Georgia
+$852K
5
Morgan Stanley
Morgan Stanley
New York
+$720K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$3.4M
2
CHAM
Clear Harbor Asset Management
Connecticut
-$3.3M
3
TIM
Thornburg Investment Management
New Mexico
-$2.65M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$2.62M
5
Invesco
Invesco
Georgia
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1
Thornburg Investment Management
New Mexico
$38.8M -$2.65M -200,000 -6%
AMH
2
Apollo Management Holdings
New York
$35.3M -$1.26M -95,025 -3%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$30.5M -$66.9K -5,043 -0.2%
VanEck Associates
4
VanEck Associates
New York
$19.6M +$6.64M +500,339 +51%
Invesco
5
Invesco
Georgia
$13.1M -$1.72M -129,449 -12%
Morgan Stanley
6
Morgan Stanley
New York
$9.61M +$720K +54,242 +8%
Two Sigma Investments
7
Two Sigma Investments
New York
$8.57M +$453K +34,111 +6%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$8.27M -$361K -27,200 -4%
LPL Financial
9
LPL Financial
California
$5.62M -$147K -11,080 -3%
BlackRock
10
BlackRock
New York
$5.55M -$1.08M -81,504 -16%
AWA
11
Arete Wealth Advisors
Illinois
$5.1M +$1.6M +120,627 +46%
Legal & General Group
12
Legal & General Group
United Kingdom
$4.62M -$347K -26,104 -7%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.61M +$405K +30,527 +10%
Sumitomo Mitsui Trust Group
14
Sumitomo Mitsui Trust Group
Japan
$4.26M -$290K -21,812 -6%
Marshall Wace
15
Marshall Wace
United Kingdom
$3.46M +$3.48M +262,070 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.45M -$343K -25,814 -9%
CHAM
17
Clear Harbor Asset Management
Connecticut
$2.54M -$3.3M -248,900 -56%
Bank of America
18
Bank of America
North Carolina
$2.4M +$287K +21,633 +14%
UBS Group
19
UBS Group
Switzerland
$2.35M +$137K +10,289 +6%
CP
20
Camelot Portfolios
Ohio
$2.3M -$442K -33,302 -16%
LSV Asset Management
21
LSV Asset Management
Illinois
$2.27M +$53.1K +4,000 +2%
Ameriprise
22
Ameriprise
Minnesota
$2.02M +$268K +20,179 +15%
HFS
23
HBC Financial Services
Washington
$2.01M -$27 -2 -0%
WG
24
Winton Group
United Kingdom
$1.93M +$295K +22,251 +18%
MCM
25
McKinley Capital Management
Alaska
$1.67M +$1.41K +106 +0.1%
1
2 3 4 5

MFIC Hedge Fund Activity: Q1 2022 in Review

129 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q1 2022, worth a combined $255M — up 0.03% from $255M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MFIC positions and 20 closed out — a net gain of 1 holder — while 43 added to existing stakes and 33 trimmed.

The largest buyer was VanEck Associates, adding an estimated $6.64M. The largest seller was JP Morgan Chase, cutting an estimated $3.4M.

  • 129 institutional investors held MidCap Financial Investment (MFIC) as of Q1 2022, down from 131 in Q4 2021.
  • Funds reported $255M of MidCap Financial Investment stock for Q1 2022, up 0.03% quarter-over-quarter.
  • 21 funds opened new MidCap Financial Investment positions in Q1 2022 and 20 closed out, a net change of +1 holder.
  • The largest MidCap Financial Investment buyer in Q1 2022 was VanEck Associates, an estimated $6.64M added.
  • The largest MidCap Financial Investment seller in Q1 2022 was JP Morgan Chase, an estimated $3.4M sold.

Based on aggregated 13F filings for Q1 2022.