MFS Mid Cap Growth Fund-IOTCIX
13F holders, Q4 2024 (December 31)4holders +2
1new positions
0sold out
$30.92avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding MFS Mid Cap Growth Fund-I (OTCIX) in their 13F filings, up 2 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were NORTHSTAR ASSET MANAGEMENT Co ($535K), Brooklyn Investment Group ($37K) and Anderson Financial Strategies, LLC ($1K).
- Company
- MFS Mid Cap Growth Fund-I
- CUSIP
- 552987877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $37K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 2,296 shares bought, net +2,296 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| NORTHSTAR ASSET MANAGEMENT Co | 0.12% | Add +6.9% | 17,263 | $535K |
| Brooklyn Investment Group | 0.01% | New | 1,186 | $37K |
| Anderson Financial Strategies, LLC | 0.00% | — | 41 | $1K |
| Coston, McIsaac & Partners | 0.00% | Add +7.7% | 28 | $0 |
"% of holder's portfolio" is OTCIX's weight in each manager's 13F, not the share of MFS Mid Cap Growth Fund-I the manager owns.