Marshall Wace
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Marshall Wace’s MidCap Financial Investment MFIC Stock Holding History

Marshall Wace’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
-42,940
Closed -$491K – 3515
2025
Q4 		$491K Buy
42,940
+26,179
+156% +$311K ﹤0.01% 2247
2025
Q3 		$201K Buy
+16,761
New +$214K ﹤0.01% 2574
2022
Q4 		– Sell
-26,684
Closed -$273K – 3223
2022
Q3 		$273K Buy
+26,684
New +$325K ﹤0.01% 2987
2022
Q2 		– Sell
-262,070
Closed -$3.46M – 3685
2022
Q1 		$3.46M Buy
+262,070
New +$3.48M 0.01% 1683
2021
Q4 		– Sell
-20,127
Closed -$261K – 4132
2021
Q3 		$261K Buy
+20,127
New +$274K ﹤0.01% 2705
2019
Q2 		– Sell
-110,247
Closed -$1.67M – 1639
2019
Q1 		$1.67M Buy
+110,247
New +$1.65M 0.02% 800
2016
Q1 		– Sell
-61,634
Closed -$965K – 1129
2015
Q4 		$965K Buy
+61,634
New +$1.05M 0.01% 715
2015
Q1 		– Sell
-4,063
Closed -$90K – 885
2014
Q4 		$90K Buy
+4,063
New +$97.3K ﹤0.01% 777
2014
Q3 		– Sell
-14,567
Closed -$376K – 970
2014
Q2 		$376K Buy
+14,567
New +$359K 0.01% 667

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

Marshall Wace's MFIC Position: Q1 2026 in Review

Marshall Wace sold out of MidCap Financial Investment (MFIC) in Q1 2026, closing a stake of 42,940 shares — an estimated $491K sold.

Marshall Wace first reported a position in MFIC in Q2 2014 and held it in 9 quarters. The position peaked at $3.46M in Q1 2022. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

  • Marshall Wace reported no remaining MidCap Financial Investment position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 42,940 MidCap Financial Investment shares in Q1 2026, an estimated $491K.
  • Marshall Wace first reported a position in MidCap Financial Investment in Q2 2014 and held it in 9 quarters.
  • Marshall Wace's MidCap Financial Investment position peaked at $3.46M in Q1 2022.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.