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MidCap Financial Investment
MFIC

127 hedge funds and large institutions have $290M invested in MidCap Financial Investment in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $2.51M | Put options by funds: $526K

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

1% less funds holding

Funds holding: 128 → 127 (-1)

0.87% less ownership

Funds ownership: 30.27% → 29.4% (-0.87%)

2% less capital invested

Capital invested by funds: $297M → $290M (-$7.07M)

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
44
Reduced
34
Closed
19
Calls
$2.51M
Puts
$526K
Net Calls
+$1.98M
Net Calls Change
+$11.8M

Top Buyers

1
Two Sigma Advisers
Two Sigma Advisers
New York
+$3.9M
2
VanEck Associates
VanEck Associates
New York
+$3.47M
3
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$1.18M
4
Franklin Resources
Franklin Resources
California
+$1.05M
5
CWM
Congress Wealth Management
Massachusetts
+$999K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$10.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.06M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.74M
4
AWA
Arete Wealth Advisors
Illinois
-$1.5M
5
BAMF
BI Asset Management Fondsmaeglerselskab
Denmark
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1
Thornburg Investment Management
New Mexico
$44.5M – – –
AMH
2
Apollo Management Holdings
New York
$35.8M +$77 +5 +0%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$32.5M -$1.74M -113,294 -5%
VanEck Associates
4
VanEck Associates
New York
$22.9M +$3.47M +226,313 +18%
Morgan Stanley
5
Morgan Stanley
New York
$16.6M -$897K -58,561 -5%
Two Sigma Advisers
6
Two Sigma Advisers
New York
$8.37M +$3.9M +254,600 +85%
Invesco
7
Invesco
Georgia
$8.21M -$1.29M -84,469 -13%
Legal & General Group
8
Legal & General Group
United Kingdom
$8.08M +$182K +11,852 +2%
NRCM
9
Northern Right Capital Management
Connecticut
$6.59M -$106K -6,904 -2%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$5.45M +$409K +26,676 +8%
Two Sigma Investments
11
Two Sigma Investments
New York
$5.15M +$119K +7,741 +2%
BlackRock
12
BlackRock
New York
$4.7M +$102K +6,646 +2%
CCM
13
Condor Capital Management
New Jersey
$4.63M +$658K +42,939 +16%
Franklin Resources
14
Franklin Resources
California
$4.39M +$1.05M +68,729 +31%
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$3.98M +$654K +42,723 +19%
DADC
16
D.A. Davidson & Co
Montana
$3.79M +$347K +22,623 +10%
Ameriprise
17
Ameriprise
Minnesota
$3.71M +$13K +851 +0.3%
Bank of America
18
Bank of America
North Carolina
$3.25M +$131K +8,526 +4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.08M -$2.06M -134,623 -40%
UBS Group
20
UBS Group
Switzerland
$3.03M +$318K +20,748 +12%
UAG
21
United Advisor Group
Ohio
$2.96M +$135K +8,794 +5%
MC
22
Muzinich & Co
New York
$2.81M -$19.3K -1,263 -0.7%
AAM
23
Advisors Asset Management
Colorado
$2.81M +$678K +44,273 +31%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$2.72M -$35.5K -2,320 -1%
LSV Asset Management
25
LSV Asset Management
Illinois
$2.63M – – –
1
2 3 4 5

MFIC Hedge Fund Activity: Q2 2024 in Review

127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q2 2024, worth a combined $290M — down 2.4% from $297M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MFIC positions and 19 closed out — a net gain of 3 holders — while 44 added to existing stakes and 34 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $3.9M. The largest seller was Susquehanna International Group, cutting an estimated $10.1M.

  • 127 institutional investors held MidCap Financial Investment (MFIC) as of Q2 2024, down from 128 in Q1 2024.
  • Funds reported $290M of MidCap Financial Investment stock for Q2 2024, down 2.4% quarter-over-quarter.
  • 22 funds opened new MidCap Financial Investment positions in Q2 2024 and 19 closed out, a net change of +3 holders.
  • The largest MidCap Financial Investment buyer in Q2 2024 was Two Sigma Advisers, an estimated $3.9M added.
  • The largest MidCap Financial Investment seller in Q2 2024 was Susquehanna International Group, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2024.