Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Midcap Financial Invstmnt Co (MFIC)

175 + 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
↓ -18
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — MFIC

Based on 176 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MFIC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
176 funds currently hold this stock — 91% of the 3.0-year high of 194 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

83 buying98 selling
Last quarter: 98 funds reduced or exited vs 83 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 21 → 29 → 34 → 23. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 28% medium ■ 26% new
80 out of 176 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.
💎

Buying through price weakness — shares -12%, value -35%

Value
-35%
Shares
-11%
Last quarter: funds added -12% more shares while total portfolio value only changed -35%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

20 → 21 → 29 → 34 → 23 new funds/Q
New funds entering each quarter: 21 → 29 → 34 → 23. A growing number of institutions are discovering MFIC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 50% veterans vs 30% newcomers

■ 50% veterans ■ 20% 1-2yr ■ 30% new
Entry-cohort mix of 179 holders: 90 (50%) are 2+ year veterans, 35 entered 1–2 years ago, and 54 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
23 of 174 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — MFIC

In 2026 Q1, 83 hedge funds were net buyers of MFIC (23 opened a new position, 60 added to an existing one), while 98 reduced or exited (57 trimmed, 41 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 29% of total institutional value in MFIC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -18 funds (more exits than new entries). Total institutional holders: 176.

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.

Is It Too Late to Buy Midcap Financial Invstmnt Co (MFIC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MFIC has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
MFIC
-11.7%
XLF
+8.5%

MFIC outperformed XLF by -20.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
MFIC
-7.2%
XLF
+4.8%

Since the filing became public, MFIC outperformed XLF by -12.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 2 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: MFIC
175 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 175 194 -9.79%
13F Shares 32M 36M -11.66%
Total Value $337M $521M -35.35%
New Positions 23 34 -11
Increased Positions 59 59 -
Closed Positions 42 17 +25
Reduced Positions 56 69 -13
Total Calls 2 2 -
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.5 2.0 Bearish

Statistics: MFIC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

175 + investors

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

QUARTER:
Top 25 MFIC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Next Capital Management LLC 6.37% 1,871,652 $21.0M
2 Cura Wealth Advisors, LLC 3.09% 613,918 $6.9M
3 Muzinich & Co., Inc. 2.82% 716,498 $8.1M
4 Castlekeep Investment Advisors LLC 2.42% 396,173 $4.5M
5 Sharpepoint LLC 0.83% 124,177 $1.4M
6 VARCOV Co. 0.75% 178,913 $2.0M
7 Camelot Portfolios, LLC 0.48% 57,685 $648K
8 Millennium Capital Advisors, LLC 0.43% 61,823 $695K
9 Condor Capital Management 0.41% 434,228 $4.9M
10 Ares Management LLC 0.40% 545,532 $6.1M
11 Crawford Fund Management, LLC 0.40% 185,000 $2.1M
12 Closed-End Fund Advisors, Inc. 0.39% 33,873 $381K
13 Garner Asset Management Corp 0.38% 86,575 $973K
14 Thornburg Investment Management Inc 0.38% 3,237,783 $36.4M
15 United Advisor Group, LLC 0.37% 270,052 $3.0M
16 Callodine Capital Management, LP 0.36% 458,108 $5.1M
17 Almitas Capital LLC 0.36% 140,477 $1.6M
18 Apollo Management Holdings, L.P. 0.35% 2,348,747 $26.4M
19 Ethos Financial Group, LLC 0.33% 393,598 $4.5M
20 Naviter Wealth, LLC 0.28% 197,475 $2.2M
21 Soros Fund Management LLC 0.24% 1,944,500 $21.9M
22 Global Wealth Management Investment Advisory, Inc. 0.20% 112,373 $1.3M
23 DKM Wealth Management, Inc. 0.19% 23,500 $264K
24 Bayshore Capital Advisors, LLC 0.19% 40,000 $450K
25 Tcfg Wealth Management, LLC 0.18% 42,349 $476K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MFIC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MFIC?

More sellers than buyers — 46% buying: Last quarter: 98 funds reduced or exited vs 83 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MFIC holders?

Strong quality — 29% AUM from major funds: 23 of 174 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MFIC?

45% of holders stayed for 2+ years: 80 out of 176 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.

Is it too late to buy Midcap Financial Invstmnt Co (MFIC) following the 2026 Q1 hedge fund 13F filings?

As of today, MFIC has moved -7.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -12.0%. Since the quarter end (March 31, 2026), MFIC has gained -11.7% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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