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MidCap Financial Investment
MFIC

173 hedge funds and large institutions have $356M invested in MidCap Financial Investment in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $715K

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

4% more capital invested

Capital invested by funds: $341M → $356M (+$14.6M)

4% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 25

0.62% more ownership

Funds ownership: 27.47% → 28.1% (+0.62%)

2% less funds holding

Funds holding: 176 → 173 (-3)

Holders
173
Holders Change
-3
Holders Change %
-1.7%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
69
Reduced
51
Closed
25
Calls
$1.77M
Puts
$715K
Net Calls
+$1.05M
Net Calls Change
-$67K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$4.02M
2
NW
Naviter Wealth
Arkansas
+$2.53M
3
AM
Ares Management
California
+$2.34M
4
CCM
Callodine Capital Management
Massachusetts
+$2.08M
5
Legal & General Group
Legal & General Group
United Kingdom
+$1.97M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
-$3.6M
2
IAIM
International Assets Investment Management
Florida
-$3.49M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$2.41M
4
GA
GraniteShares Advisors
New York
-$2.25M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$2.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1
Thornburg Investment Management
New Mexico
$39.6M – – –
AMH
2
Apollo Management Holdings
New York
$33.3M +$68 +5 +0%
VanEck Associates
3
VanEck Associates
New York
$32M +$1.39M +102,406 +5%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$26.9M -$2.41M -177,754 -8%
Morgan Stanley
5
Morgan Stanley
New York
$20.8M -$1M -73,937 -5%
Invesco
6
Invesco
Georgia
$10.1M -$832K -61,290 -8%
UBS Group
7
UBS Group
Switzerland
$9.92M +$4.02M +296,055 +67%
Legal & General Group
8
Legal & General Group
United Kingdom
$8.37M +$1.97M +145,402 +31%
Wells Fargo
9
Wells Fargo
California
$7.46M -$473K -34,810 -6%
AM
10
Ares Management
California
$6.5M +$2.34M +172,032 +55%
AAM
11
Advisors Asset Management
Colorado
$6.24M +$245K +18,046 +4%
Franklin Resources
12
Franklin Resources
California
$5.97M +$796K +58,589 +15%
LPL Financial
13
LPL Financial
California
$5.72M -$253K -18,633 -4%
Bank of America
14
Bank of America
North Carolina
$5.53M -$354K -26,052 -6%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$5.47M +$833K +61,355 +18%
FIA
16
Foundations Investment Advisors
Arizona
$5.4M +$1.2M +88,468 +28%
CCM
17
Condor Capital Management
New Jersey
$4.97M +$113K +8,343 +2%
BlackRock
18
BlackRock
New York
$4.85M +$740K +54,498 +18%
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$4.81M +$480K +35,341 +11%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.59M +$242K +17,818 +6%
Ameriprise
21
Ameriprise
Minnesota
$4.32M +$825K +60,759 +23%
Stifel Financial
22
Stifel Financial
Missouri
$4.09M +$851K +62,671 +26%
DADC
23
D.A. Davidson & Co
Montana
$4.03M +$137K +10,100 +4%
UAG
24
United Advisor Group
Ohio
$3.34M +$61.7K +4,547 +2%
CCM
25
Callodine Capital Management
Massachusetts
$3.32M +$2.08M +153,105 +164%
1
2 3 4 5

MFIC Hedge Fund Activity: Q4 2024 in Review

173 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q4 2024, worth a combined $356M — up 4.3% from $341M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MFIC positions and 25 closed out — a net gain of 1 holder — while 69 added to existing stakes and 51 trimmed.

The largest buyer was UBS Group, adding an estimated $4.02M. The largest seller was Two Sigma Investments, cutting an estimated $3.6M.

  • 173 institutional investors held MidCap Financial Investment (MFIC) as of Q4 2024, down from 176 in Q3 2024.
  • Funds reported $356M of MidCap Financial Investment stock for Q4 2024, up 4.3% quarter-over-quarter.
  • 26 funds opened new MidCap Financial Investment positions in Q4 2024 and 25 closed out, a net change of +1 holder.
  • The largest MidCap Financial Investment buyer in Q4 2024 was UBS Group, an estimated $4.02M added.
  • The largest MidCap Financial Investment seller in Q4 2024 was Two Sigma Investments, an estimated $3.6M sold.

Based on aggregated 13F filings for Q4 2024.