MIDCAP FINANCIAL INVSTMNT CO COM NEW

MIDCAP FINANCIAL INVSTMNT CO COM NEW is a security (CUSIP 03761U502) tracked across SEC portfolio filings. 183 institutional managers reported $328.7M on Form 13F as of 2026-06-30; 5 registered fund positions totaling $2.8M via N-PORT as of 2026-04-30.

Summary

Top institutional holders (Form 13F)

Showing 15 of 183 managers by value.

ManagerLocationValueShares
THORNBURG INVESTMENT MANAGEMENT INCSANTA FE, NM$36.4M3,237,783
Apollo Management Holdings, L.P.New York, NY$26.4M2,348,747
SOROS FUND MANAGEMENT LLCNew York, NY$21.9M1,944,500
UBS Group AGZurich, V8$20.4M1,818,285
Next Capital Management LLCNEW YORK, NY$19.1M1,899,667
MORGAN STANLEYNEW YORK, NY$18.1M1,614,619
Russell Investments Group, Ltd.Seattle, WA$11.5M1,141,719
Legal & General Group PlcLondon, X0$8.2M725,413
Muzinich & Co., Inc.NEW YORK, NY$7.5M744,421
VICTORY CAPITAL MANAGEMENT INCSan Antonio, TX$7.4M654,211
RAYMOND JAMES FINANCIAL INCST. PETERSBURG, FL$6.8M607,486
ARES MANAGEMENT LLCLos Angeles, CA$6.1M545,532
Sumitomo Mitsui Trust Group, Inc.CHIYODA-KU, TOKYO, M0$5.5M549,575
CURA WEALTH ADVISORS, LLCCHICAGO, IL$5.2M512,823
Callodine Capital Management, LPBoston, MA$5.1M458,108

Top fund holders (N-PORT)

FundRegistrantValue% of fund
First Trust Specialty Finance & Financial Opportunities FundFirst Trust Specialty Finance & Financial Opportunities Fund$1.8M306.94%
Saba Capital Income & Opportunities FundSaba Capital Income & Opportunities Fund$507K12.87%
Saba Capital Income & Opportunities Fund IISaba Capital Income & Opportunities Fund II$219K8.44%
Monachil Credit Income FundMonachil Credit Income Fund$112K53.59%
Virtus Westchester Event-Driven FundVirtus Event Opportunities Trust$87K6.70%

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