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MRCC

Monroe Capital Corp
MRCC

Delisted

MRCC was delisted on the 14th of April, 2026.

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71 hedge funds and large institutions have $48.4M invested in Monroe Capital Corp in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $354K | Put options by funds: $160K

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $44.4M → $48.4M (+$4.01M)

4% more funds holding

Funds holding: 68 → 71 (+3)

0.21% more ownership

Funds ownership: 19.82% → 20.03% (+0.21%)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
21
Reduced
21
Closed
7
Calls
$354K
Puts
$160K
Net Calls
+$194K
Net Calls Change
+$100K

Top Buyers

Rank Fund Capital Flow
1
USCWA
U.S. Capital Wealth Advisors
Texas
+$628K
2
QC
Quadrature Capital
United Kingdom
+$398K
3
VEA
Virtus ETF Advisers
New York
+$306K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$289K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$269K

Top Sellers

Rank Fund Capital Flow
1
C
Cliffwater
California
-$2.24M
2
BCM
Bridgeway Capital Management
Texas
-$302K
3
SS
Sunbelt Securities
Texas
-$278K
4
Osaic Holdings
Osaic Holdings
Arizona
-$201K
5
SWM
Spire Wealth Management
Virginia
-$197K
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$409K – – –
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$401K -$129K -11,926 -25%
RJA
28
Raymond James & Associates
Florida
$386K +$16.5K +1,520 +5%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$369K -$29.6K -2,730 -8%
UBS Group
30
UBS Group
Switzerland
$361K -$54K -4,979 -13%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$361K +$575 +53 +0.2%
SI
32
Stephens Inc
Arkansas
$359K -$13.7K -1,263 -4%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$300K -$9.79K -903 -3%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$299K +$289K +26,656 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$269K -$271 -25 -0.1%
Cerity Partners
36
Cerity Partners
New York
$254K -$11.8K -1,084 -5%
LG
37
LaFleur & Godfrey
Michigan
$245K – – –
FCH
38
Freestone Capital Holdings
Washington
$238K +$4.53K +418 +2%
BCM
39
Bridgeway Capital Management
Texas
$227K -$302K -27,875 -58%
FG
40
Fiduciary Group
Georgia
$224K +$75.9K +7,000 +54%
IFG
41
Independent Financial Group
California
$214K +$72.2K +6,658 +54%
CT
42
Chicago Trust
Illinois
$211K – – –
LC
43
Lindbrook Capital
California
$199K – – –
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$198K – – –
AIA
45
Alera Investment Advisors
Illinois
$180K – – –
SAA
46
Southeast Asset Advisors
Georgia
$180K – – –
CAAS
47
Capital Asset Advisory Services
Michigan
$166K +$3.47K +320 +2%
CFD
48
Creative Financial Designs
Indiana
$163K +$2.59K +239 +2%
Truist Financial
49
Truist Financial
North Carolina
$163K +$7.59K +700 +5%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$162K -$12.6K -1,161 -7%
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MRCC Hedge Fund Activity: Q4 2021 in Review

71 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q4 2021, worth a combined $48.4M — up 9% from $44.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MRCC positions and 7 closed out — a net gain of 3 holders — while 21 added to existing stakes and 21 trimmed.

The largest buyer was U.S. Capital Wealth Advisors, opening a new position worth an estimated $628K. The largest seller was Cliffwater, cutting an estimated $2.24M.

  • 71 institutional investors held Monroe Capital Corp (MRCC) as of Q4 2021, up from 68 in Q3 2021.
  • Funds reported $48.4M of Monroe Capital Corp stock for Q4 2021, up 9% quarter-over-quarter.
  • 10 funds opened new Monroe Capital Corp positions in Q4 2021 and 7 closed out, a net change of +3 holders.
  • The largest Monroe Capital Corp buyer in Q4 2021 was U.S. Capital Wealth Advisors, an estimated $628K added.
  • The largest Monroe Capital Corp seller in Q4 2021 was Cliffwater, an estimated $2.24M sold.

Based on aggregated 13F filings for Q4 2021.