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 $10.5B AUM 30.38% 1-Year Est. Return

AMH

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

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

SFM

Soros Fund Management New York $8.14B AUM 35.85% 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

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

D.E. Shaw & Co's MFIC Position: Q2 2026 in Review

D.E. Shaw & Co sold out of MidCap Financial Investment (MFIC) in Q2 2026, closing a stake of 123,567 shares — an estimated $1.39M sold.

D.E. Shaw & Co first reported a position in MFIC in Q2 2013 and held it in 40 quarters. The position peaked at $7.95M in Q4 2016. 168 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

D.E. Shaw & Co reported no remaining MidCap Financial Investment position as of Q2 2026 after selling out during the quarter.
D.E. Shaw & Co sold 123,567 MidCap Financial Investment shares in Q2 2026, an estimated $1.39M.
D.E. Shaw & Co first reported a position in MidCap Financial Investment in Q2 2013 and held it in 40 quarters.
D.E. Shaw & Co's MidCap Financial Investment position peaked at $7.95M in Q4 2016.
168 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.