Connor, Clark & Lunn Investment Management (CC&L)’s MidCap Financial Investment MFIC Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
2025 Q3	–	Sell	-51,851	Closed	-$654K	–	1634
2025 Q2	$654K	Sell	51,851 -51,845	-50%	-$636K	﹤0.01%	1179
2025 Q1	$1.33M	Buy	103,696 +8,176	+9%	+$111K	0.01%	854
2024 Q4	$1.29M	Buy	+95,520	New	+$1.3M	0.01%	847
2023 Q4	–	Sell	-13,005	Closed	-$179K	–	1494
2023 Q3	$179K	Buy	+13,005	New	+$174K	﹤0.01%	1250
2019 Q2	–	Sell	-20,960	Closed	-$317K	–	1046
2019 Q1	$317K	Buy	+20,960	New	+$315K	﹤0.01%	740

Other funds holding MFIC

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NCM

Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CWA

Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s MFIC Position: Q3 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of MidCap Financial Investment (MFIC) in Q3 2025, closing a stake of 51,851 shares — an estimated $654K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in MFIC in Q1 2019 and held it in 5 quarters. The position peaked at $1.33M in Q1 2025. 174 funds tracked by Wall St. Rank hold MFIC as of Q3 2025.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining MidCap Financial Investment position as of Q3 2025 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 51,851 MidCap Financial Investment shares in Q3 2025, an estimated $654K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in MidCap Financial Investment in Q1 2019 and held it in 5 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s MidCap Financial Investment position peaked at $1.33M in Q1 2025.
174 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q3 2025, filed 13 Nov 2025.