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MidCap Financial Investment
MFIC

125 hedge funds and large institutions have $197M invested in MidCap Financial Investment in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more call options, than puts

Call options by funds: $4.62M | Put options by funds: $1.34M

42% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.87% less ownership

Funds ownership: 30.54% → 28.67% (-1.9%)

3% less funds holding

Funds holding: 129 → 125 (-4)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

22% less capital invested

Capital invested by funds: $255M → $197M (-$57.2M)

Holders
125
Holders Change
-4
Holders Change %
-3.1%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
44
Reduced
31
Closed
19
Calls
$4.62M
Puts
$1.34M
Net Calls
+$3.28M
Net Calls Change
+$643K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$2.21M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.43M
3
Invesco
Invesco
Georgia
+$1.22M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$822K
5
BlackRock
BlackRock
New York
+$684K

Top Sellers

Rank Fund Capital Flow
1
VanEck Associates
VanEck Associates
New York
-$6.96M
2
AWA
Arete Wealth Advisors
Illinois
-$5.1M
3
LPL Financial
LPL Financial
California
-$4.06M
4
Marshall Wace
Marshall Wace
United Kingdom
-$3.46M
5
Two Sigma Investments
Two Sigma Investments
New York
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1
Thornburg Investment Management
New Mexico
$31.6M – – –
AMH
2
Apollo Management Holdings
New York
$28.7M – – –
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$24.9M +$8.37K +685 +0%
Invesco
4
Invesco
Georgia
$11.7M +$1.22M +99,719 +10%
VanEck Associates
5
VanEck Associates
New York
$9.84M -$6.96M -569,761 -38%
Morgan Stanley
6
Morgan Stanley
New York
$7.82M -$7.02K -574 -0.1%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$6.5M -$276K -22,567 -4%
BlackRock
8
BlackRock
New York
$5.13M +$684K +56,002 +13%
Two Sigma Investments
9
Two Sigma Investments
New York
$4.96M -$2.29M -187,216 -29%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.1M +$386K +31,548 +9%
Legal & General Group
11
Legal & General Group
United Kingdom
$4.04M +$314K +25,730 +7%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$3.14M -$379K -31,001 -10%
MC
13
Muzinich & Co
New York
$3.14M -$379K -31,001 -10%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.89M +$91.5K +7,482 +3%
CHAM
15
Clear Harbor Asset Management
Connecticut
$2.07M – – –
Citadel Advisors
16
Citadel Advisors
Florida
$2.04M +$1.43M +116,868 +160%
Bank of America
17
Bank of America
North Carolina
$1.96M +$2.07K +169 +0.1%
Millennium Management
18
Millennium Management
New York
$1.95M +$2.21M +181,145 New
LSV Asset Management
19
LSV Asset Management
Illinois
$1.85M – – –
HFS
20
HBC Financial Services
Washington
$1.85M -$3.29K -269 -2%
Ameriprise
21
Ameriprise
Minnesota
$1.83M +$201K +16,473 +11%
CP
22
Camelot Portfolios
Ohio
$1.81M -$72.5K -5,929 -3%
WG
23
Winton Group
United Kingdom
$1.75M +$207K +16,907 +12%
UBS Group
24
UBS Group
Switzerland
$1.68M -$271K -22,163 -12%
AWA
25
Arkadios Wealth Advisors
Georgia
$1.49M +$250K +20,444 +17%
1
2 3 4 5

MFIC Hedge Fund Activity: Q2 2022 in Review

125 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q2 2022, worth a combined $197M — down 22% from $255M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of MFIC and 15 opened new positions — a net loss of 4 holders — while 31 trimmed existing stakes and 44 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $2.21M. The largest seller was VanEck Associates, cutting an estimated $6.96M.

  • 125 institutional investors held MidCap Financial Investment (MFIC) as of Q2 2022, down from 129 in Q1 2022.
  • Funds reported $197M of MidCap Financial Investment stock for Q2 2022, down 22% quarter-over-quarter.
  • 15 funds opened new MidCap Financial Investment positions in Q2 2022 and 19 closed out, a net change of -4 holders.
  • The largest MidCap Financial Investment buyer in Q2 2022 was Millennium Management, an estimated $2.21M added.
  • The largest MidCap Financial Investment seller in Q2 2022 was VanEck Associates, an estimated $6.96M sold.

Based on aggregated 13F filings for Q2 2022.