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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 $27.8M invested in Monroe Capital Corp in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $295K | Put options by funds: $167K

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 8282 (0)

0.51% less ownership

Funds ownership: 18.31%17.79% (-0.51%)

1% less capital invested

Capital invested by funds: $28.1M → $27.8M (-$294K)

Holders
82
Holders Change
Holders Change %
0%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
30
Reduced
18
Closed
11
Calls
$295K
Puts
$167K
Net Calls
+$128K
Net Calls Change
+$87K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$222K -$107K -14,825 -32%
ODG
27
O'Dell Group
Ohio
$220K +$4.49K +619 +3%
MA
28
MAS Advisors
Florida
$200K +$115K +15,902 +134%
IAIM
29
International Assets Investment Management
Florida
$198K +$43.9K +6,050 +28%
FAM
30
Family Asset Management
South Carolina
$197K
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$194K +$8.08K +1,114 +4%
CD
32
Chapin Davis
Maryland
$187K +$79.7K +11,000 +73%
GFS
33
GYL Financial Synergies
Connecticut
$180K +$50.7K +6,988 +39%
CCA
34
Cobblestone Capital Advisors
New York
$177K +$3.59K +495 +2%
IFG
35
Independent Financial Group
California
$176K +$3.04K +420 +2%
Lido Advisors
36
Lido Advisors
California
$171K -$156K -21,570 -48%
FCH
37
Freestone Capital Holdings
Washington
$170K +$5.62K +775 +3%
LG
38
LaFleur & Godfrey
Michigan
$157K
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$152K -$37.9K -5,222 -20%
SAG
40
Spotlight Asset Group
Illinois
$148K
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$143K -$268K -36,900 -65%
Canada Life
42
Canada Life
Manitoba, Canada
$143K +$20.7K +2,861 +17%
CT
43
Chicago Trust
Illinois
$135K
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$121K -$268 -37 -0.2%
SI
45
Stephens Inc
Arkansas
$119K +$1.45K +200 +1%
SWA
46
Stratos Wealth Advisors
Ohio
$116K +$3.88K +535 +3%
JP Morgan Chase
47
JP Morgan Chase
New York
$115K +$95.9K +13,223 +474%
SAA
48
Southeast Asset Advisors
Georgia
$115K
BL
49
Balentine LLC
Georgia
$114K
RWM
50
Ritholtz Wealth Management
New York
$111K +$111K +15,378 New

MRCC Hedge Fund Activity: Q1 2024 in Review

82 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q1 2024, worth a combined $27.8M — down 1% from $28.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MRCC positions and 11 closed out — a net gain of 1 holder — while 30 added to existing stakes and 18 trimmed.

The largest buyer was Baird Financial Group, adding an estimated $539K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $445K sold.

  • 82 institutional investors held Monroe Capital Corp (MRCC) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $27.8M of Monroe Capital Corp stock for Q1 2024, down 1% quarter-over-quarter.
  • 12 funds opened new Monroe Capital Corp positions in Q1 2024 and 11 closed out, a net change of +1 holder.
  • The largest Monroe Capital Corp buyer in Q1 2024 was Baird Financial Group, an estimated $539K added.
  • The largest Monroe Capital Corp seller in Q1 2024 was Susquehanna International Group, an estimated $445K sold.

Based on aggregated 13F filings for Q1 2024.