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MRCC

Monroe Capital Corp

Delisted

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

76 hedge funds and large institutions have $33.2M invested in Monroe Capital Corp in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more call options, than puts

Call options by funds: $117K | Put options by funds: $24K

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

10% more capital invested

Capital invested by funds: $30.1M → $33.2M (+$3.13M)

0.01% less ownership

Funds ownership: 18.71%18.71% (-0.01%)

7% less funds holding

Funds holding: 8276 (-6)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
76
Holders Change
-6
Holders Change %
-7.32%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
22
Reduced
19
Closed
12
Calls
$117K
Puts
$24K
Net Calls
+$93K
Net Calls Change
+$38K
Name Holding Trade Value Shares
Change
Change in
Stake
FG
26
Fiduciary Group
Georgia
$299K
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$270K
CAN
28
Cetera Advisor Networks
California
$248K +$16.8K +2,181 +8%
UBS Group
29
UBS Group
Switzerland
$247K -$239 -31 -0.1%
FAM
30
Family Asset Management
South Carolina
$224K
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$219K -$28.1K -3,657 -12%
ODG
32
O'Dell Group
Ohio
$211K +$2.19K +284 +1%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$209K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$201K -$4.21K -547 -2%
SS
35
Sunbelt Securities
Texas
$197K
VEA
36
Virtus ETF Advisers
New York
$192K -$5.28K -686 -3%
CCM
37
Chiron Capital Management
Florida
$192K +$77 +10 +0%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$180K -$746 -97 -0.4%
LG
39
LaFleur & Godfrey
Michigan
$178K
TWC
40
TD Waterhouse Canada
Ontario, Canada
$177K +$76.9K +10,000 +85%
IFG
41
Independent Financial Group
California
$176K
FCH
42
Freestone Capital Holdings
Washington
$175K +$4.94K +642 +3%
Canada Life
43
Canada Life
Manitoba, Canada
$164K +$4.36K +566 +3%
FFM
44
Forum Financial Management
Illinois
$164K
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$162K -$11.6K -1,511 -7%
CT
46
Chicago Trust
Illinois
$153K
Baird Financial Group
47
Baird Financial Group
Wisconsin
$149K -$13.3K -1,726 -9%
SI
48
Stephens Inc
Arkansas
$134K +$1.02K +133 +0.8%
AIA
49
Alera Investment Advisors
Illinois
$131K
SAA
50
Southeast Asset Advisors
Georgia
$131K +$123K +16,000 New

MRCC Hedge Fund Activity: Q2 2023 in Review

76 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q2 2023, worth a combined $33.2M — up 10% from $30.1M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of MRCC and 7 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 22 added.

The largest buyer was National Bank of Canada, opening a new position worth an estimated $491K. The largest seller was Northern Trust, exiting entirely with an estimated $294K sold.

  • 76 institutional investors held Monroe Capital Corp (MRCC) as of Q2 2023, down from 82 in Q1 2023.
  • Funds reported $33.2M of Monroe Capital Corp stock for Q2 2023, up 10% quarter-over-quarter.
  • 7 funds opened new Monroe Capital Corp positions in Q2 2023 and 12 closed out, a net change of -5 holders.
  • The largest Monroe Capital Corp buyer in Q2 2023 was National Bank of Canada, an estimated $491K added.
  • The largest Monroe Capital Corp seller in Q2 2023 was Northern Trust, an estimated $294K sold.

Based on aggregated 13F filings for Q2 2023.