Dmitry Balyasny’s MidCap Financial Investment MFIC Stock Holding History

Dmitry Balyasny’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 Q2	$976K	Buy	96,801 +12,024	+14%	+$132K	﹤0.01%	2227
2026 Q1	$953K	Buy	+84,777	New	+$934K	﹤0.01%	2097
2022 Q4	–	Sell	-14,401	Closed	-$147K	–	3049
2022 Q3	$147K	Buy	+14,401	New	+$175K	﹤0.01%	2359
2020 Q1	–	Sell	-56,843	Closed	-$992K	–	1382
2019 Q4	$992K	Buy	56,843 +42,558	+298%	+$702K	0.01%	883
2019 Q3	$230K	Buy	+14,285	New	+$233K	﹤0.01%	1064
2018 Q2	–	Sell	-7,578	Closed	-$119K	–	2007
2018 Q1	$119K	Sell	7,578 -8,742	-54%	-$145K	﹤0.01%	1817
2017 Q4	$277K	Buy	+16,320	New	+$293K	﹤0.01%	1779
2017 Q3	–	Sell	-4,100	Closed	-$79K	–	2008
2017 Q2	$79K	Sell	4,100 -1,893	-32%	-$36.8K	﹤0.01%	1418
2017 Q1	$118K	Buy	+5,993	New	+$111K	﹤0.01%	1520
2015 Q3	–	Sell	-3,917	Closed	-$83K	–	1291
2015 Q2	$83K	Buy	+3,917	New	+$90.7K	﹤0.01%	1084

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

Dmitry Balyasny's MFIC Position: Q2 2026 in Review

Dmitry Balyasny increased its MidCap Financial Investment (MFIC) stake by 14% in Q2 2026, buying an estimated $132K and bringing the position to 96,801 shares worth $976K. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

Dmitry Balyasny first reported a position in MFIC in Q2 2015 and has held it in 10 quarters since. The position peaked at $992K in Q4 2019. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Dmitry Balyasny held 96,801 shares of MidCap Financial Investment worth $976K as of Q2 2026.
Dmitry Balyasny bought 12,024 MidCap Financial Investment shares in Q2 2026, an estimated $132K.
MidCap Financial Investment made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2227 holding.
Dmitry Balyasny first reported a position in MidCap Financial Investment in Q2 2015 and has held it in 10 quarters since.
Dmitry Balyasny's MidCap Financial Investment position peaked at $992K in Q4 2019.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.