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MidCap Financial Investment

176 hedge funds and large institutions have $341M invested in MidCap Financial Investment in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 72 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 14

213% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 23

121% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $926K

39% more funds holding

Funds holding: 127176 (+49)

18% more capital invested

Capital invested by funds: $290M → $341M (+$51.5M)

1.93% less ownership

Funds ownership: 29.4%27.47% (-1.9%)

Holders
176
Holders Change
+49
Holders Change %
+38.58%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
64
Increased
72
Reduced
23
Closed
14
Calls
$2.05M
Puts
$926K
Net Calls
+$1.12M
Net Calls Change
-$859K
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Thornburg Investment Management
New Mexico
$39.3M
AMH
2
Apollo Management Holdings
New York
$33M +$1.49M +105,418 +4%
VanEck Associates
3
VanEck Associates
New York
$30.1M +$10.7M +755,436 +50%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$28.9M +$151K +10,669 +0.5%
Morgan Stanley
5
Morgan Stanley
New York
$21.6M +$7.35M +520,434 +48%
Invesco
6
Invesco
Georgia
$10.9M +$3.83M +271,187 +50%
Wells Fargo
7
Wells Fargo
California
$7.87M +$6.64M +470,437 +400%
Legal & General Group
8
Legal & General Group
United Kingdom
$6.37M -$818K -57,925 -11%
AAM
9
Advisors Asset Management
Colorado
$5.95M +$3.66M +258,940 +140%
LPL Financial
10
LPL Financial
California
$5.92M +$4.33M +306,331 +225%
UBS Group
11
UBS Group
Switzerland
$5.88M +$3.38M +239,086 +119%
Bank of America
12
Bank of America
North Carolina
$5.83M +$3.13M +221,283 +103%
Two Sigma Investments
13
Two Sigma Investments
New York
$5.34M +$835K +59,104 +17%
Franklin Resources
14
Franklin Resources
California
$5.12M +$1.33M +93,972 +32%
CCM
15
Condor Capital Management
New Jersey
$4.82M +$760K +53,818 +18%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$4.61M -$229K -16,232 -5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.32M +$1.68M +119,211 +59%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$4.32M -$3.26M -230,700 -42%
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$4.3M +$822K +58,188 +22%
FIA
20
Foundations Investment Advisors
Arizona
$4.17M +$4.4M +311,566 New
AM
21
Ares Management
California
$4.15M +$4.38M +310,000 New
BlackRock
22
BlackRock
New York
$4.08M -$77.5K -5,490 -2%
DADC
23
D.A. Davidson & Co
Montana
$3.86M +$540K +38,226 +15%
Ameriprise
24
Ameriprise
Minnesota
$3.48M +$208K +14,699 +6%
UAG
25
United Advisor Group
Ohio
$3.26M +$672K +47,556 +24%

MFIC Hedge Fund Activity: Q3 2024 in Review

176 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q3 2024, worth a combined $341M — up 18% from $290M a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new MFIC positions and 14 closed out — a net gain of 50 holders — while 72 added to existing stakes and 23 trimmed.

The largest buyer was VanEck Associates, adding an estimated $10.7M. The largest seller was Northern Right Capital Management, exiting entirely with an estimated $6.59M sold.

  • 176 institutional investors held MidCap Financial Investment (MFIC) as of Q3 2024, up from 127 in Q2 2024.
  • Funds reported $341M of MidCap Financial Investment stock for Q3 2024, up 18% quarter-over-quarter.
  • 64 funds opened new MidCap Financial Investment positions in Q3 2024 and 14 closed out, a net change of +50 holders.
  • The largest MidCap Financial Investment buyer in Q3 2024 was VanEck Associates, an estimated $10.7M added.
  • The largest MidCap Financial Investment seller in Q3 2024 was Northern Right Capital Management, an estimated $6.59M sold.

Based on aggregated 13F filings for Q3 2024.