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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | Buy | +253 | +3.2% | 8,218 | $82.84K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +217,487 | +776.8% | 245,485 | $2.47M | Q2 2026 | Sep 02, 2026 |
| Empowered Funds, Llc | Sell | -2,125 | -15.1% | 11,920 | $120.15K | Q2 2026 | Aug 17, 2026 |
| Wellington Management Group Llp | Buy | +1,078,291 | — | 1,078,291 | $10.87M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +1,052,384 | — | 1,052,384 | $10.61M | Q2 2026 | Aug 14, 2026 |
| Van Eck Associates Corp | Buy | +293,478 | +16.2% | 2,104,647 | $21.21M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Sell | -264,525 | -77.3% | 77,805 | $784.27K | Q2 2026 | Aug 14, 2026 |
| Saba Capital Management, L.P. | Buy | +215,136 | — | 215,136 | $2.17M | Q2 2026 | Aug 14, 2026 |
| Lazard Asset Management Llc | Buy | +125,205 | +152.6% | 207,239 | $2.09M | Q2 2026 | Aug 14, 2026 |
| Varcov Co. | Sell | -109,721 | -61.3% | 69,192 | $697.46K | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Sell | -102,369 | -41.2% | 146,152 | $1.47M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -79,613 | -13.1% | 527,873 | $5.32M | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | Buy | +64,166 | +8.8% | 789,579 | $7.96M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -45,931 | -10.6% | 387,610 | $3.91M | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors Llc | Buy | +37,693 | — | 37,693 | $379.94K | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment Lp | Buy | +30,856 | — | 30,856 | $311.03K | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +28,906 | — | 28,906 | $291.38K | Q2 2026 | Aug 14, 2026 |
| Alpine Global Management, Llc | Sell | -28,229 | -38.3% | 45,537 | $459.01K | Q2 2026 | Aug 14, 2026 |
| Castlekeep Investment Advisors Llc | Buy | +18,484 | +4.7% | 414,657 | $4.18M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -13,120 | -10.0% | 118,353 | $1.19M | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management Lp | Sell | -13,095 | -30.2% | 30,326 | $305.69K | Q2 2026 | Aug 14, 2026 |
| Balyasny Asset Management L.P. | Buy | +12,024 | +14.2% | 96,801 | $975.75K | Q2 2026 | Aug 14, 2026 |
| Oxford Asset Management Llp | Buy | +11,611 | — | 11,611 | $117.04K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +11,354 | +71.5% | 27,224 | $274.42K | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Buy | +10,173 | — | 10,173 | $102.54K | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Sell | -9,590 | -3.8% | 245,688 | $2.48M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +6,412 | +36.3% | 24,077 | $242.69K | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops Llc | Sell | -6,313 | -24.1% | 19,932 | $200.91K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -6,173 | -4.8% | 122,100 | $1.23M | Q2 2026 | Aug 14, 2026 |
| Caxton Associates Llp | Buy | +5,908 | +17.5% | 39,649 | $399.66K | Q2 2026 | Aug 14, 2026 |
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.
Related MFIC Institutional Insights
- MFIC Overview
- MFIC 13F Institutional Holders
- MFIC Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- MFIC Insider Trading & SEC Form 4 Activity
- MFIC Articles
- Top Institutional Investor Stock Rankings