We are live on ! Find out more
MRCC

Monroe Capital Corp
MRCC

Delisted

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

Back to rankings

66 hedge funds and large institutions have $44.4M invested in Monroe Capital Corp in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.05% less ownership

Funds ownership: 20.03% → 18.98% (-1.1%)

7% less funds holding

Funds holding: 71 → 66 (-5)

8% less capital invested

Capital invested by funds: $48.4M → $44.4M (-$4.06M)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
66
Holders Change
-5
Holders Change %
-7.04%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
23
Closed
13
Calls
$205K
Puts
–
Net Calls
+$205K
Net Calls Change
+$11K

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$474K
2
OC
Oppenheimer & Co
New York
+$443K
3
Wells Fargo
Wells Fargo
California
+$381K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$220K
5
FFM
Forum Financial Management
Illinois
+$218K

Top Sellers

Rank Fund Capital Flow
1
William Blair & Company
William Blair & Company
Illinois
-$812K
2
SIA
Schechter Investment Advisors
Michigan
-$489K
3
QC
Quadrature Capital
United Kingdom
-$411K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$358K
5
GFS
GYL Financial Synergies
Connecticut
-$346K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$307K -$39.7K -3,651 -11%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$296K +$7.29K +670 +3%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$289K -$98.3K -9,027 -25%
SI
29
Stephens Inc
Arkansas
$270K -$76K -6,978 -22%
RJA
30
Raymond James & Associates
Florida
$259K -$114K -10,460 -30%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$246K -$12.3K -1,133 -5%
SS
32
Sunbelt Securities
Texas
$239K -$279K -25,622 -53%
LG
33
LaFleur & Godfrey
Michigan
$235K – – –
FCH
34
Freestone Capital Holdings
Washington
$234K +$4.26K +391 +2%
FG
35
Fiduciary Group
Georgia
$226K +$27.2K +2,500 +13%
Cerity Partners
36
Cerity Partners
New York
$219K -$25.3K -2,328 -10%
Citadel Advisors
37
Citadel Advisors
Florida
$215K +$218K +19,995 New
FFM
38
Forum Financial Management
Illinois
$215K +$218K +20,000 New
IFG
39
Independent Financial Group
California
$205K – – –
CT
40
Chicago Trust
Illinois
$202K – – –
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$191K – – –
AIA
42
Alera Investment Advisors
Illinois
$173K – – –
SAA
43
Southeast Asset Advisors
Georgia
$173K – – –
GFS
44
GYL Financial Synergies
Connecticut
$168K -$346K -31,811 -67%
CFD
45
Creative Financial Designs
Indiana
$159K +$2.79K +256 +2%
Truist Financial
46
Truist Financial
North Carolina
$157K – – –
LC
47
Lindbrook Capital
California
$156K -$35.3K -3,245 -18%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$155K -$33 -3 -0%
DWT
49
Dorsey & Whitney Trust
South Dakota
$147K – – –
CCM
50
Chiron Capital Management
Florida
$144K +$145K +13,360 New
1
2
3 4

MRCC Hedge Fund Activity: Q1 2022 in Review

66 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q1 2022, worth a combined $44.4M — down 8.4% from $48.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of MRCC and 8 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 18 added.

The largest buyer was Advisors Asset Management, adding an estimated $474K. The largest seller was William Blair & Company, cutting an estimated $812K.

  • 66 institutional investors held Monroe Capital Corp (MRCC) as of Q1 2022, down from 71 in Q4 2021.
  • Funds reported $44.4M of Monroe Capital Corp stock for Q1 2022, down 8.4% quarter-over-quarter.
  • 8 funds opened new Monroe Capital Corp positions in Q1 2022 and 13 closed out, a net change of -5 holders.
  • The largest Monroe Capital Corp buyer in Q1 2022 was Advisors Asset Management, an estimated $474K added.
  • The largest Monroe Capital Corp seller in Q1 2022 was William Blair & Company, an estimated $812K sold.

Based on aggregated 13F filings for Q1 2022.