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MRCC

Monroe Capital Corp
MRCC

Delisted

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

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80 hedge funds and large institutions have $27.5M invested in Monroe Capital Corp in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $171K | Put options by funds: $110K

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

5% more funds holding

Funds holding: 76 → 80 (+4)

1.72% less ownership

Funds ownership: 18.71% → 16.99% (-1.7%)

17% less capital invested

Capital invested by funds: $33.2M → $27.5M (-$5.74M)

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
24
Reduced
17
Closed
8
Calls
$171K
Puts
$110K
Net Calls
+$61K
Net Calls Change
-$32K

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$360K
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$314K
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$246K
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$243K
5
Two Sigma Investments
Two Sigma Investments
New York
+$214K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.76M
3
Millennium Management
Millennium Management
New York
-$577K
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$496K
5
CAN
Cetera Advisor Networks
California
-$248K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
26
Oppenheimer & Co
New York
$258K -$81.9K -10,363 -23%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$246K – – –
UBS Group
28
UBS Group
Switzerland
$224K -$545 -69 -0.2%
ODG
29
O'Dell Group
Ohio
$213K +$2.31K +292 +1%
FAM
30
Family Asset Management
South Carolina
$204K – – –
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$191K -$8.66K -1,096 -4%
CCM
32
Chiron Capital Management
Florida
$175K +$71 +9 +0%
FCH
33
Freestone Capital Holdings
Washington
$164K +$5.04K +637 +3%
LG
34
LaFleur & Godfrey
Michigan
$162K – – –
IFG
35
Independent Financial Group
California
$160K – – –
TWC
36
TD Waterhouse Canada
Ontario, Canada
$159K – – –
GFS
37
GYL Financial Synergies
Connecticut
$154K +$41.5K +5,254 +34%
SAG
38
Spotlight Asset Group
Illinois
$153K +$162K +20,500 New
FFM
39
Forum Financial Management
Illinois
$149K – – –
Canada Life
40
Canada Life
Manitoba, Canada
$149K +$2.02K +256 +1%
Millennium Management
41
Millennium Management
New York
$145K -$577K -72,977 -79%
CT
42
Chicago Trust
Illinois
$140K – – –
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$138K -$10.1K -1,278 -6%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$136K -$8 -1 -0%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$134K -$59.4K -7,521 -29%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$124K -$2M -252,460 -94%
AIA
47
Alera Investment Advisors
Illinois
$119K – – –
SAA
48
Southeast Asset Advisors
Georgia
$119K – – –
BL
49
Balentine LLC
Georgia
$118K – – –
Squarepoint
50
Squarepoint
New York
$117K +$124K +15,740 New
1
2
3 4

MRCC Hedge Fund Activity: Q3 2023 in Review

80 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q3 2023, worth a combined $27.5M — down 17% from $33.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MRCC positions and 8 closed out — a net gain of 4 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $360K. The largest seller was Envestnet Asset Management, cutting an estimated $2M.

  • 80 institutional investors held Monroe Capital Corp (MRCC) as of Q3 2023, up from 76 in Q2 2023.
  • Funds reported $27.5M of Monroe Capital Corp stock for Q3 2023, down 17% quarter-over-quarter.
  • 12 funds opened new Monroe Capital Corp positions in Q3 2023 and 8 closed out, a net change of +4 holders.
  • The largest Monroe Capital Corp buyer in Q3 2023 was Citadel Advisors, an estimated $360K added.
  • The largest Monroe Capital Corp seller in Q3 2023 was Envestnet Asset Management, an estimated $2M sold.

Based on aggregated 13F filings for Q3 2023.