MidCap Financial Investment
MFIC
124 hedge funds and large institutions have $272M invested in MidCap Financial Investment in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 13 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
69% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 13
42% more call options, than puts
Call options by funds: $3.09M | Put options by funds: $2.17M
24% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 33
6% more capital invested
Capital invested by funds: $256M → $272M (+$16M)
5% more funds holding
Funds holding: 118 → 124 (+6)
1.92% more ownership
Funds ownership: 28.36% → 30.28% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13.6M |
| 2 |
VanEck Associates
New York
|
+$1.53M |
| 3 |
GA
GraniteShares Advisors
New York
|
+$1.43M |
| 4 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$1.38M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.98M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.71M |
| 3 |
GAMC
Garner Asset Management Corp
Plano,
Texas
|
-$1.12M |
| 4 |
Millennium Management
New York
|
-$1.12M |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$1.01M |
MFIC Hedge Fund Activity: Q4 2023 in Review
124 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q4 2023, worth a combined $272M — up 6.3% from $256M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new MFIC positions and 13 closed out — a net gain of 9 holders — while 41 added to existing stakes and 33 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $13.6M. The largest seller was Invesco, cutting an estimated $1.98M.
- 124 institutional investors held MidCap Financial Investment (MFIC) as of Q4 2023, up from 118 in Q3 2023.
- Funds reported $272M of MidCap Financial Investment stock for Q4 2023, up 6.3% quarter-over-quarter.
- 22 funds opened new MidCap Financial Investment positions in Q4 2023 and 13 closed out, a net change of +9 holders.
- The largest MidCap Financial Investment buyer in Q4 2023 was Morgan Stanley, an estimated $13.6M added.
- The largest MidCap Financial Investment seller in Q4 2023 was Invesco, an estimated $1.98M sold.
Based on aggregated 13F filings for Q4 2023.