§ FINANCIAL SERVICES
USD · Financial ServicesMFIC
MIDCAP FINANCIAL INVESTMENT
USDSector · Financial ServicesBeta · 0.69
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
77 increased/new, 63 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 137.6 | P/B | 0.81 |
| EPS (TTM) | 0.06 | Dividend | 12.44% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| THORNBURG INVESTMENT MANAGEMENT INC | 3.2M | 0.4% | +3% |
| Apollo Management Holdings, L.P. | 2.3M | 0.3% | −2% |
| Soros Fund Management | 1.9M | 0.2% | n/a |
| Next Capital Management LLC | 1.9M | 6.4% | +26% |
| UBS Group AG | 1.8M | 0.0% | −10% |
| Morgan Stanley | 1.6M | 0.0% | −51% |
◇ AC INTELLIGENCE
Top institutional owners for MFIC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER96.0% · 0 holders
OTHER2.6% · 144 holders
DEALER / BANK0.5% · 16 holders
QUALITY / COMPOUNDER0.3% · 7 holders
PASSIVE / INDEX0.3% · 4 holders
TACTICAL / MACRO0.3% · 3 holders
ACTIVIST0.0% · 1 holder
INCOME / DEFENSIVE0.0% · 2 holders
SYSTEMATIC / QUANT0.0% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for MFIC in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention MFIC yet.