MIDCAP FINANCIAL INVESTMENT (MFIC) Institutional Ownership Changes & 13F Activity

MIDCAP FINANCIAL INVESTMENT (MFIC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wellington Management Group Llp, Invesco Ltd., Van Eck Associates Corp, Xtx Topco Ltd, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Parkside Financial Bank & TrustBuy+253+3.2%8,218$82.84KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+217,487+776.8%245,485$2.47MQ2 2026Sep 02, 2026
Empowered Funds, LlcSell-2,125-15.1%11,920$120.15KQ2 2026Aug 17, 2026
Wellington Management Group LlpBuy+1,078,2911,078,291$10.87MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+1,052,3841,052,384$10.61MQ2 2026Aug 14, 2026
Van Eck Associates CorpBuy+293,478+16.2%2,104,647$21.21MQ2 2026Aug 14, 2026
Xtx Topco LtdSell-264,525-77.3%77,805$784.27KQ2 2026Aug 14, 2026
Saba Capital Management, L.P.Buy+215,136215,136$2.17MQ2 2026Aug 14, 2026
Lazard Asset Management LlcBuy+125,205+152.6%207,239$2.09MQ2 2026Aug 14, 2026
Varcov Co.Sell-109,721-61.3%69,192$697.46KQ2 2026Aug 14, 2026
Two Sigma Investments, LpSell-102,369-41.2%146,152$1.47MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-79,613-13.1%527,873$5.32MQ2 2026Aug 14, 2026
Legal & General Group PlcBuy+64,166+8.8%789,579$7.96MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-45,931-10.6%387,610$3.91MQ2 2026Aug 14, 2026
Schonfeld Strategic Advisors LlcBuy+37,69337,693$379.94KQ2 2026Aug 14, 2026
Trexquant Investment LpBuy+30,85630,856$311.03KQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+28,90628,906$291.38KQ2 2026Aug 14, 2026
Alpine Global Management, LlcSell-28,229-38.3%45,537$459.01KQ2 2026Aug 14, 2026
Castlekeep Investment Advisors LlcBuy+18,484+4.7%414,657$4.18MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-13,120-10.0%118,353$1.19MQ2 2026Aug 14, 2026
Brevan Howard Capital Management LpSell-13,095-30.2%30,326$305.69KQ2 2026Aug 14, 2026
Balyasny Asset Management L.P.Buy+12,024+14.2%96,801$975.75KQ2 2026Aug 14, 2026
Oxford Asset Management LlpBuy+11,61111,611$117.04KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+11,354+71.5%27,224$274.42KQ2 2026Aug 14, 2026
Millennium Management LlcBuy+10,17310,173$102.54KQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Sell-9,590-3.8%245,688$2.48MQ2 2026Aug 14, 2026
&PartnersBuy+6,412+36.3%24,077$242.69KQ2 2026Aug 14, 2026
Squarepoint Ops LlcSell-6,313-24.1%19,932$200.91KQ2 2026Aug 14, 2026
Bank Of America CorpSell-6,173-4.8%122,100$1.23MQ2 2026Aug 14, 2026
Caxton Associates LlpBuy+5,908+17.5%39,649$399.66KQ2 2026Aug 14, 2026
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Frequently asked questions about MFIC activity

  • Which institutional owners are buying MFIC?

    Institutional owners buying MFIC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MFIC activity?

    "Buy" means an investor increased their reported position in MFIC compared to the prior reporting period. This reflects growing exposure to MIDCAP FINANCIAL INVESTMENT (MFIC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MFIC increasing?

    Institutional interest in MFIC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.