Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MIDCAP FINANCIAL INVSTMNT CO (MFIC)

191 + Investors. Track Smart Money conviction in MFIC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — MFIC

Based on 188 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added MFIC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
188 hedge funds hold MFIC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

89 buying86 selling
Last quarter: 89 funds bought or added vs 86 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~31 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 20 → 20 → 27 → 31. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 35% medium ■ 19% new
88 out of 188 hedge funds have held MFIC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +48% but shares only +24% — price-driven

Value
+48%
Shares
+24%
Last quarter: the total dollar value of institutional holdings rose +48%, but actual share count only changed +24%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

24 → 20 → 20 → 27 → 31 new funds/Q
New funds entering each quarter: 20 → 20 → 27 → 31. A growing number of institutions are discovering MFIC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 20% 1-2yr ■ 27% new
Of 191 current holders: 102 (53%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
17 of 188 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in MFIC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: MFIC

How many hedge funds hold MFIC — quarterly history vs. share price
Quarterly hedge fund ownership of MFIC vs. share price

Market Analysis: MFIC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MFIC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: MFIC
2026 Q1 Stats Unlock in 14 days 191 + Investors

Track Smart Money conviction in MFIC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 191 174 9.77%
13F Shares 36M 29M 24.07%
Total Value $514M $347M 48.24%
New Positions 31 27 +4
Increased Positions 60 64 -4
Closed Positions 17 15 +2
Reduced Positions 70 48 +22
Total Calls 2 4 -50.0%
Total Puts 4 2 100.0%
PUT/CALL Ratio 2.0 0.5 Bearish

Statistics: MFIC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

191 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MFIC. Verified SEC 13F-HR filings.

Top 25 institutional holders of MFIC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Muzinich & Co., Inc. 2.82% 716,498 $8.1M
2 SHARPEPOINT LLC 0.83% 124,177 $1.4M
3 Garner Asset Management Corp 0.38% 86,575 $973K
4 United Advisor Group, LLC 0.37% 270,052 $3.0M
5 Ethos Financial Group, LLC 0.33% 393,598 $4.5M
6 Naviter Wealth, LLC 0.28% 197,475 $2.2M
7 Global Wealth Management Investment Advisory, Inc. 0.20% 112,373 $1.3M
8 DKM Wealth Management, Inc. 0.19% 23,500 $264K
9 Bayshore Capital Advisors, LLC 0.19% 40,000 $450K
10 TCFG WEALTH MANAGEMENT, LLC 0.18% 42,349 $476K
11 DECISION INVESTMENTS, INC 0.14% 11,030 $124K
12 Everstar Asset Management, LLC 0.11% 18,650 $210K
13 MERIDIAN INVESTMENT COUNSEL INC. 0.10% 39,113 $440K
14 LB Partners LLC 0.10% 10,000 $112K
15 MELFA WEALTH MANAGEMENT, INC. 0.09% 13,718 $154K
16 Stablepoint Partners, LLC 0.06% 34,475 $387K
17 J.W. COLE ADVISORS, INC. 0.05% 132,623 $1.5M
18 MRA Advisory Group 0.05% 10,844 $122K
19 Advocate Investing Services LLC 0.03% 3,133 $35K
20 BI Asset Management Fondsmaeglerselskab A/S 0.03% 249,306 $3K
21 D.A. DAVIDSON & CO. 0.02% 360,807 $4.1M
22 Sigma Planning Corp 0.02% 73,561 $827K
23 Onyx Bridge Wealth Group LLC 0.02% 18,341 $206K
24 Sovereign Financial Group, Inc. 0.02% 11,112 $125K
25 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.02% 117,182 $1.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — MIDCAP FINANCIAL INVSTMNT CO (MFIC)

What does the Smart Money Trend signal show for MFIC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added MFIC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MFIC?

Slight buying edge — 51% buying: Last quarter: 89 funds bought or added vs 86 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MFIC holders?

Elite ownership — 45% AUM from top-100 funds: 17 of 188 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in MFIC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MFIC?

47% of holders stayed for 2+ years: 88 out of 188 hedge funds have held MFIC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.