D.E. Shaw & Co’s MidCap Financial Investment MFIC Stock Holding History

D.E. Shaw & Co’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
2021 Q4	–	Sell	-40,000	Closed	-$519K	–	5578
2021 Q3	$519K	Hold	40,000	–	–	﹤0.01%	4067
2021 Q2	$546K	Sell	40,000 -10,000	-20%	-$143K	﹤0.01%	3994
2021 Q1	$686K	Sell	50,000 -50,000	-50%	-$660K	﹤0.01%	3356
2020 Q4	$1.06M	Buy	+100,000	New	+$971K	﹤0.01%	2976
2020 Q2	–	Sell	-40,000	Closed	-$270K	–	4158
2020 Q1	$270K	Hold	40,000	–	–	﹤0.01%	3526
2019 Q4	$698K	Buy	+40,000	New	+$660K	﹤0.01%	3219
2019 Q3	–	Sell	-50,000	Closed	-$790K	–	3934
2019 Q2	$790K	Sell	50,000 -25,000	-33%	-$393K	﹤0.01%	2816
2019 Q1	$1.14M	Buy	+75,000	New	+$1.13M	﹤0.01%	2527

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

VanEck Associates New York $133B AUM 72.99% 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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

D.E. Shaw & Co's MFIC Position: Q1 2026 in Review

D.E. Shaw & Co increased its MidCap Financial Investment (MFIC) stake by 3% in Q1 2026, buying an estimated $39.6K and bringing the position to 123,567 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #3183.

D.E. Shaw & Co first reported a position in MFIC in Q2 2013 and has held it in 40 quarters since. The position peaked at $7.95M in Q4 2016. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

D.E. Shaw & Co held 123,567 shares of MidCap Financial Investment worth $1.39M as of Q1 2026.
D.E. Shaw & Co bought 3,590 MidCap Financial Investment shares in Q1 2026, an estimated $39.6K.
MidCap Financial Investment made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q1 2026, its #3183 holding.
D.E. Shaw & Co first reported a position in MidCap Financial Investment in Q2 2013 and has held it in 40 quarters since.
D.E. Shaw & Co's MidCap Financial Investment position peaked at $7.95M in Q4 2016.
176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.