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MRCC

Monroe Capital Corp

Delisted

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

82 hedge funds and large institutions have $28.1M invested in Monroe Capital Corp in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

39% more call options, than puts

Call options by funds: $145K | Put options by funds: $104K

3% more funds holding

Funds holding: 8082 (+2)

1.32% more ownership

Funds ownership: 16.99%18.31% (+1.3%)

2% more capital invested

Capital invested by funds: $27.5M → $28.1M (+$644K)

Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
33
Reduced
16
Closed
7
Calls
$145K
Puts
$104K
Net Calls
+$41K
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Change in
Stake
VEA
26
Virtus ETF Advisers
New York
$261K -$85K -11,983 -24%
OC
27
Oppenheimer & Co
New York
$256K +$12K +1,687 +5%
ODG
28
O'Dell Group
Ohio
$214K
Baird Financial Group
29
Baird Financial Group
Wisconsin
$209K +$80.5K +11,346 +62%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$199K -$34.5K -4,866 -15%
FAM
31
Family Asset Management
South Carolina
$193K
Squarepoint
32
Squarepoint
New York
$190K +$79.3K +11,176 +71%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$186K -$58.4K -8,230 -24%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$182K +$794 +112 +0.4%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$170K +$70.1K +9,887 +69%
CCA
36
Cobblestone Capital Advisors
New York
$170K +$61.9K +8,733 +57%
IFG
37
Independent Financial Group
California
$170K +$17.7K +2,490 +12%
FCH
38
Freestone Capital Holdings
Washington
$161K +$5.09K +718 +3%
LG
39
LaFleur & Godfrey
Michigan
$154K
SAG
40
Spotlight Asset Group
Illinois
$153K
IAIM
41
International Assets Investment Management
Florida
$150K +$151K +21,252 New
CT
42
Chicago Trust
Illinois
$133K
GFS
43
GYL Financial Synergies
Connecticut
$128K -$18.3K -2,580 -13%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$124K +$125K +17,584 New
Canada Life
45
Canada Life
Manitoba, Canada
$119K -$22.5K -3,171 -16%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$119K +$1.65K +232 +1%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$116K -$14.5K -2,041 -11%
SI
48
Stephens Inc
Arkansas
$115K +$5.08K +716 +5%
SAA
49
Southeast Asset Advisors
Georgia
$113K
BL
50
Balentine LLC
Georgia
$112K

MRCC Hedge Fund Activity: Q4 2023 in Review

82 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q4 2023, worth a combined $28.1M — up 2.3% from $27.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MRCC positions and 7 closed out — a net gain of 3 holders — while 33 added to existing stakes and 16 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $441K. The largest seller was Advisors Asset Management, exiting entirely with an estimated $702K sold.

  • 82 institutional investors held Monroe Capital Corp (MRCC) as of Q4 2023, up from 80 in Q3 2023.
  • Funds reported $28.1M of Monroe Capital Corp stock for Q4 2023, up 2.3% quarter-over-quarter.
  • 10 funds opened new Monroe Capital Corp positions in Q4 2023 and 7 closed out, a net change of +3 holders.
  • The largest Monroe Capital Corp buyer in Q4 2023 was Two Sigma Investments, an estimated $441K added.
  • The largest Monroe Capital Corp seller in Q4 2023 was Advisors Asset Management, an estimated $702K sold.

Based on aggregated 13F filings for Q4 2023.