(MFIC) Institutional Ownership Changes & 13F Activity

MFIC. Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2024Sequoia Financial AdvisorsSell-40010,191$153,273
Q2 2023Sequoia Financial AdvisorsBuy2510,591$133,023
Q4 2022Sequoia Financial AdvisorsSell-61810,566$120,452
Q2 2022Sequoia Financial AdvisorsSell-6,20611,184$120
Q4 2021Sequoia Financial AdvisorsBuy25417,390$222
Q2 2021Sequoia Financial AdvisorsSell-28417,136$234
Q1 2021Sequoia Financial AdvisorsSell-9,05917,420$239
Q4 2020Sequoia Financial AdvisorsSell-143,93426,479$281
Q3 2020Sequoia Financial AdvisorsBuy45,119170,413$1,409
Q2 2020Sequoia Financial AdvisorsBuy19,443125,294$1,199
Q1 2020Sequoia Financial AdvisorsBuy18,252105,851$714
Q4 2019Sequoia Financial AdvisorsBuy77,36487,599$1,529
Q2 2019Sequoia Financial AdvisorsBuy10,23510,235$162

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 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.

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