Paloma Partners’s MidCap Financial Investment MFIC Stock Holding History

Paloma Partners’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
2024 Q4	–	Sell	-17,512	Closed	-$234K	–	768
2024 Q3	$234K	Buy	+17,512	New	+$247K	0.01%	914
2021 Q2	–	Sell	-12,462	Closed	-$171K	–	2075
2021 Q1	$171K	Buy	+12,462	New	+$164K	﹤0.01%	1819
2017 Q1	–	Sell	-6,829	Closed	-$120K	–	2134
2016 Q4	$120K	Buy	6,829 +2,252	+49%	+$40.3K	﹤0.01%	1897
2016 Q3	$79K	Buy	+4,577	New	+$80.2K	﹤0.01%	1787
2014 Q3	–	Sell	-322,605	Closed	-$8.33M	–	1193
2014 Q2	$8.33M	Buy	+322,605	New	+$7.95M	0.34%	67
2014 Q1	–	Sell	-32,879	Closed	-$836K	–	882
2013 Q4	$836K	Buy	+32,879	New	+$845K	0.04%	440
2013 Q3	–	Sell	-13,585	Closed	-$315K	–	1086
2013 Q2	$315K	Buy	+13,585	New	+$339K	0.02%	632

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Paloma Partners's MFIC Position: Q4 2024 in Review

Paloma Partners sold out of MidCap Financial Investment (MFIC) in Q4 2024, closing a stake of 17,512 shares — an estimated $234K sold.

Paloma Partners first reported a position in MFIC in Q2 2013 and held it in 7 quarters. The position peaked at $8.33M in Q2 2014. 173 funds tracked by Wall St. Rank hold MFIC as of Q4 2024.

Paloma Partners reported no remaining MidCap Financial Investment position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 17,512 MidCap Financial Investment shares in Q4 2024, an estimated $234K.
Paloma Partners first reported a position in MidCap Financial Investment in Q2 2013 and held it in 7 quarters.
Paloma Partners's MidCap Financial Investment position peaked at $8.33M in Q2 2014.
173 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.