MFIC

Midcap Financial Investment

Latest period2024 - Q4Total superinvestors13

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 13 superinvestors own shares of Midcap Financial Investment (MFIC), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Midcap Financial Investment (MFIC), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Midcap Financial Investment (MFIC) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Midcap Financial Investment (MFIC) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 11%
0.22%
$4.811M
356,657 shares@ 13.5 avg price
Steven Pardo@Graypoint Llc
Recent Activity
Increased 2.79%
0.15%
$2.376M
176,154 shares@ 13.49 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -8.87%
0.08%
$1.424M
105,587 shares@ 13.49 avg price
Steven Farer@Confluence Investment Management Llc
Recent Activity
Increased 0.65%
0.02%
$1.196M
88,644 shares@ 13.5 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -6.98%
0.03%
$1.076M
79,754 shares@ 13.49 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -1.87%
0.01%
$838,000
62,104 shares@ 13.5 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -91.22%
0.03%
$336,176
24,719 shares@ 13.6 avg price
Victor Melfa Jr.@Melfa Wealth Management, Inc.
Recent Activity
0.13%
$185,058
13,718 shares@ 13.5 avg price
James Langer@Redmont Wealth Advisors Llc
Recent Activity
0.31%
$176,098
13,054 shares@ 13.49 avg price
Deanna Hutchinson@Sovereign Financial Group, Inc.
Recent Activity
Increased 0.29%
0.04%
$163,404
12,113 shares@ 13.49 avg price