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MidCap Financial Investment
MFIC

Overview Fund Activity

169 hedge funds and large institutions have $355M invested in MidCap Financial Investment in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 50 reducing their positions, and 24 closing their positions.

Holders
169
Holders Change
-3
Holders Change %
-1.74%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
68
Reduced
50
Closed
24
Calls
$1.77M
Puts
$715K
Net Calls
+$1.05M
Net Calls Change
-$67K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$9.92M
2
CC
2
CF Capital
Massachusetts
$2.8M
3
NW
3
Naviter Wealth
Arkansas
$2.52M
4
AM
4
Ares Management
California
$6.5M
5
CCM
5
Callodine Capital Management
Massachusetts
$3.32M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$1.81M
2
IAIM
2
International Assets Investment Management
Florida
$336K
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$26.9M
4
GA
4
GraniteShares Advisors
New York
$0
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$166K
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
1
Thornburg Investment Management
New Mexico
$39.6M 2,937,783 – –
AMH
2
Apollo Management Holdings
New York
$33.3M 2,467,701 +5 +0%
VanEck Associates
3
VanEck Associates
New York
$32M 2,372,505 +102,406 +5%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$26.9M 1,979,089 -177,754 -8%
Morgan Stanley
5
Morgan Stanley
New York
$20.8M 1,540,046 -73,937 -5%
Invesco
6
Invesco
Georgia
$10.1M 752,407 -61,290 -8%
UBS Group
7
UBS Group
Switzerland
$9.92M 735,387 +296,055 +67%
Legal & General Group
8
Legal & General Group
United Kingdom
$8.37M 620,824 +145,402 +31%
Wells Fargo
9
Wells Fargo
California
$7.46M 553,212 -34,810 -6%
AM
10
Ares Management
California
$6.5M 482,032 +172,032 +55%
AAM
11
Advisors Asset Management
Colorado
$6.24M 462,577 +18,046 +4%
Franklin Resources
12
Franklin Resources
California
$5.97M 442,643 +58,589 +15%
LPL Financial
13
LPL Financial
California
$5.72M 423,683 -18,633 -4%
Bank of America
14
Bank of America
North Carolina
$5.53M 409,608 -26,052 -6%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$5.47M 405,406 +61,355 +18%
FIA
16
Foundations Investment Advisors
Arizona
$5.4M 400,034 +88,468 +28%
CCM
17
Condor Capital Management
New Jersey
$4.97M 368,185 +8,343 +2%
BlackRock
18
BlackRock
New York
$4.85M 359,519 +54,498 +18%
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$4.81M 356,657 +35,341 +11%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.59M 340,286 +17,818 +6%
Ameriprise
21
Ameriprise
Minnesota
$4.32M 320,415 +60,759 +23%
Stifel Financial
22
Stifel Financial
Missouri
$4.09M 303,149 +62,671 +26%
DADC
23
D.A. Davidson & Co
Montana
$4.03M 298,481 +10,100 +4%
UAG
24
United Advisor Group
Ohio
$3.34M 247,778 +4,547 +2%
CCM
25
Callodine Capital Management
Massachusetts
$3.32M 246,217 +153,105 +164%
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