Citadel Advisors
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Citadel Advisors’s MidCap Financial Investment MFIC Stock Holding History

Citadel Advisors’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
2026
Q1 		– Sell
-10,500
Closed -$120K – 13728
2025
Q4 		$120K Buy
+10,500
New +$125K ﹤0.01% 11495
2025
Q3 		– Sell
-17,800
Closed -$225K – 13577
2025
Q2 		$225K Buy
17,800
+10,400
+141% +$128K ﹤0.01% 10441
2025
Q1 		$95.2K Buy
7,400
+2,600
+54% +$35.4K ﹤0.01% 11548
2024
Q4 		$64.8K Sell
4,800
-7,000
-59% -$95K ﹤0.01% 12077
2024
Q3 		$158K Sell
11,800
-19,800
-63% -$280K ﹤0.01% 10497
2024
Q2 		$478K Buy
31,600
+18,600
+143% +$285K ﹤0.01% 8140
2024
Q1 		$196K Buy
13,000
+10,100
+348% +$143K ﹤0.01% 10352
2023
Q4 		$39.7K Sell
2,900
-10,600
-79% -$141K ﹤0.01% 12023
2023
Q3 		$186K Sell
13,500
-1,100
-8% -$14.7K ﹤0.01% 10038
2023
Q2 		$183K Buy
14,600
+6,200
+74% +$72.3K ﹤0.01% 10023
2023
Q1 		$95.8K Buy
8,400
+100
+1% +$1.2K ﹤0.01% 11329
2022
Q4 		$94.6K Sell
8,300
-16,800
-67% -$193K ﹤0.01% 11299
2022
Q3 		$257K Sell
25,100
-3,100
-11% -$37.8K ﹤0.01% 9909
2022
Q2 		$304K Buy
28,200
+1,700
+6% +$20.8K ﹤0.01% 9771
2022
Q1 		$350K Sell
26,500
-11,900
-31% -$158K ﹤0.01% 10233
2021
Q4 		$491K Sell
38,400
-41,800
-52% -$549K ﹤0.01% 9740
2021
Q3 		$1.04M Sell
80,200
-77,500
-49% -$1.05M ﹤0.01% 8054
2021
Q2 		$2.15M Buy
157,700
+66,100
+72% +$947K ﹤0.01% 6419
2021
Q1 		$1.26M Buy
91,600
+81,100
+772% +$1.07M ﹤0.01% 7535
2020
Q4 		$112K Sell
10,500
-16,600
-61% -$161K ﹤0.01% 10153
2020
Q3 		$224K Sell
27,100
-26,600
-50% -$246K ﹤0.01% 8632
2020
Q2 		$514K Buy
53,700
+15,100
+39% +$136K ﹤0.01% 7021
2020
Q1 		$261K Buy
38,600
+22,100
+134% +$330K ﹤0.01% 7558
2019
Q4 		$288K Buy
+16,500
New +$272K ﹤0.01% 7643
2019
Q2 		– Sell
-14,800
Closed -$224K – 9585
2019
Q1 		$224K Buy
+14,800
New +$222K ﹤0.01% 8057
2018
Q1 		– Sell
-8,033
Closed -$136K – 8579
2017
Q4 		$136K Buy
+8,033
New +$144K ﹤0.01% 7314
2017
Q2 		– Sell
-4,733
Closed -$93K – 7835
2017
Q1 		$93K Sell
4,733
-2,200
-32% -$40.8K ﹤0.01% 6885
2016
Q4 		$122K Buy
+6,933
New +$124K ﹤0.01% 6595
2016
Q1 		– Sell
-3,933
Closed -$62K – 7489
2015
Q4 		$62K Sell
3,933
-6,634
-63% -$114K ﹤0.01% 7130
2015
Q3 		$174K Buy
10,567
+767
+8% +$15.2K ﹤0.01% 6322
2015
Q2 		$208K Buy
9,800
+6,267
+177% +$145K ﹤0.01% 6269
2015
Q1 		$81K Sell
3,533
-634
-15% -$14.3K ﹤0.01% 7014
2014
Q4 		$93K Buy
4,167
+67
+2% +$1.6K ﹤0.01% 6701
2014
Q3 		$100K Buy
4,100
+1,067
+35% +$27.6K ﹤0.01% 6412
2014
Q2 		$78K Buy
3,033
+666
+28% +$16.4K ﹤0.01% 6420
2014
Q1 		$59K Buy
2,367
+1,567
+196% +$40.4K ﹤0.01% 6635
2013
Q4 		$20K Buy
800
+700
+700% +$18K ﹤0.01% 6451
2013
Q3 		$2K Sell
100
-3,067
-97% -$74.5K ﹤0.01% 6651
2013
Q2 		$74K Buy
+3,167
New +$79K ﹤0.01% 5425

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
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Citadel Advisors's MFIC Position: Q1 2026 in Review

Citadel Advisors opened a new position in MidCap Financial Investment (MFIC) in Q1 2026: 27,998 shares worth $315K. The stake represents ﹤0.01% of the portfolio and ranks #10372 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in MFIC as recently as Q2 2025.

Citadel Advisors first reported a position in MFIC in Q2 2013 and has held it in 42 quarters since. The position peaked at $14.1M in Q2 2019. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

  • Citadel Advisors held 27,998 shares of MidCap Financial Investment worth $315K as of Q1 2026.
  • MidCap Financial Investment was a new Citadel Advisors position in Q1 2026.
  • MidCap Financial Investment made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #10372 holding.
  • Citadel Advisors first reported a position in MidCap Financial Investment in Q2 2013 and has held it in 42 quarters since.
  • Citadel Advisors's MidCap Financial Investment position peaked at $14.1M in Q2 2019.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.