Atom Investors’s MidCap Financial Investment MFIC Stock Holding History

Atom Investors’s Portfolio MFIC Stock Details MFIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-93,741	Closed	-$1.26M	–	580
2024 Q3	$1.26M	Buy	+93,741	New	+$1.32M	0.13%	223
2019 Q3	–	Sell	-37,272	Closed	-$589K	–	367
2019 Q2	$589K	Buy	+37,272	New	+$586K	0.04%	288

Other funds holding MFIC

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Atom Investors's MFIC Position: Q4 2024 in Review

Atom Investors sold out of MidCap Financial Investment (MFIC) in Q4 2024, closing a stake of 93,741 shares — an estimated $1.26M sold.

Atom Investors first reported a position in MFIC in Q2 2019 and held it in 2 quarters. The position peaked at $1.26M in Q3 2024. 173 funds tracked by Wall St. Rank hold MFIC as of Q4 2024.

Atom Investors reported no remaining MidCap Financial Investment position as of Q4 2024 after selling out during the quarter.
Atom Investors sold 93,741 MidCap Financial Investment shares in Q4 2024, an estimated $1.26M.
Atom Investors first reported a position in MidCap Financial Investment in Q2 2019 and held it in 2 quarters.
Atom Investors's MidCap Financial Investment position peaked at $1.26M in Q3 2024.
173 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2024.

Based on Atom Investors's 13F filing for Q4 2024, filed 14 Feb 2025.