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MidCap Financial Investment
MFIC

117 hedge funds and large institutions have $231M invested in MidCap Financial Investment in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more call options, than puts

Call options by funds: $3.22M | Put options by funds: $678K

9% more capital invested

Capital invested by funds: $213M → $231M (+$18.5M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.77% less ownership

Funds ownership: 28.66% → 27.89% (-0.77%)

8% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 37

6% less funds holding

Funds holding: 124 → 117 (-7)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
117
Holders Change
-7
Holders Change %
-5.65%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
34
Reduced
37
Closed
19
Calls
$3.22M
Puts
$678K
Net Calls
+$2.54M
Net Calls Change
+$523K

Top Buyers

Rank Fund Capital Flow
1
PI
Putnam Investments
Massachusetts
+$1.22M
2
VanEck Associates
VanEck Associates
New York
+$769K
3
AAM
Advisors Asset Management
Colorado
+$595K
4
AGM
Alpine Global Management
New York
+$583K
5
Two Sigma Investments
Two Sigma Investments
New York
+$489K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$2.2M
2
Bank of America
Bank of America
North Carolina
-$1.4M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.19M
4
Millennium Management
Millennium Management
New York
-$1.12M
5
WG
Winton Group
United Kingdom
-$737K
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1
Thornburg Investment Management
New Mexico
$36.9M – – –
AMH
2
Apollo Management Holdings
New York
$31.3M – – –
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$29M -$246K -21,065 -0.9%
VanEck Associates
4
VanEck Associates
New York
$12.8M +$769K +65,947 +7%
Invesco
5
Invesco
Georgia
$10.8M -$500K -42,832 -5%
Morgan Stanley
6
Morgan Stanley
New York
$10M -$594K -50,968 -6%
Legal & General Group
7
Legal & General Group
United Kingdom
$6.11M +$479K +41,059 +9%
AWA
8
Arete Wealth Advisors
Illinois
$5.65M -$52.8K -4,527 -1%
NRCM
9
Northern Right Capital Management
Connecticut
$5.56M – – –
BlackRock
10
BlackRock
New York
$4.75M +$26.9K +2,307 +0.6%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$3.97M +$270K +23,142 +8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.67M +$388K +33,263 +13%
Two Sigma Investments
13
Two Sigma Investments
New York
$3.61M +$489K +41,966 +17%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$3.36M -$164K -14,100 -5%
CHAM
15
Clear Harbor Asset Management
Connecticut
$3.02M -$199K -17,075 -7%
Bank of America
16
Bank of America
North Carolina
$2.91M -$1.4M -120,175 -34%
Ameriprise
17
Ameriprise
Minnesota
$2.77M +$346K +29,630 +16%
CCM
18
Condor Capital Management
New Jersey
$2.58M +$244K +20,959 +11%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.48M +$22.2K +1,907 +1%
LSV Asset Management
20
LSV Asset Management
Illinois
$2.37M +$444K +38,100 +25%
MC
21
Muzinich & Co
New York
$2.29M -$326K -27,922 -13%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$2.29M -$326K -27,922 -13%
HFS
23
HBC Financial Services
Washington
$2.26M -$1.21K -104 -0.9%
UBS Group
24
UBS Group
Switzerland
$1.96M +$131K +11,231 +8%
Millennium Management
25
Millennium Management
New York
$1.8M -$1.12M -95,651 -40%
1
2 3 4 5

MFIC Hedge Fund Activity: Q2 2023 in Review

117 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q2 2023, worth a combined $231M — up 8.7% from $213M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of MFIC and 12 opened new positions — a net loss of 7 holders — while 37 trimmed existing stakes and 34 added.

The largest buyer was Putnam Investments, opening a new position worth an estimated $1.22M. The largest seller was Goldman Sachs, cutting an estimated $2.2M.

  • 117 institutional investors held MidCap Financial Investment (MFIC) as of Q2 2023, down from 124 in Q1 2023.
  • Funds reported $231M of MidCap Financial Investment stock for Q2 2023, up 8.7% quarter-over-quarter.
  • 12 funds opened new MidCap Financial Investment positions in Q2 2023 and 19 closed out, a net change of -7 holders.
  • The largest MidCap Financial Investment buyer in Q2 2023 was Putnam Investments, an estimated $1.22M added.
  • The largest MidCap Financial Investment seller in Q2 2023 was Goldman Sachs, an estimated $2.2M sold.

Based on aggregated 13F filings for Q2 2023.