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MRCC

Monroe Capital Corp
MRCC

Delisted

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

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65 hedge funds and large institutions have $46.9M invested in Monroe Capital Corp in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

10% more call options, than puts

Call options by funds: $132K | Put options by funds: $120K

7% more funds holding

Funds holding: 61 → 65 (+4)

0.1% more ownership

Funds ownership: 23.73% → 23.83% (+0.1%)

29% less capital invested

Capital invested by funds: $65.7M → $46.9M (-$18.9M)

44% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 27

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
15
Reduced
27
Closed
9
Calls
$132K
Puts
$120K
Net Calls
+$12K
Net Calls Change
-$182K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$7.18M
2
FCH
Freestone Capital Holdings
Washington
+$501K
3
WFI
West Family Investments
California
+$385K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$316K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$293K

Top Sellers

Rank Fund Capital Flow
1
William Blair & Company
William Blair & Company
Illinois
-$1.98M
2
OCG
Opus Capital Group
Ohio
-$1.66M
3
BA
Bard Associates
Illinois
-$1.54M
4
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
-$1.25M
5
RJA
Raymond James & Associates
Florida
-$626K
Name Holding Trade Value Shares
Change 		Change in
Stake
Marshall Wace
51
Marshall Wace
United Kingdom
$80K +$98.1K +8,385 New
Canada Life
52
Canada Life
Manitoba, Canada
$55K +$5.26K +450 +8%
TRCT
53
Tower Research Capital (TRC)
New York
$50K +$60.4K +5,166 New
AIA
54
Alera Investment Advisors
Illinois
$31K +$38.1K +3,255 New
CIAS
55
Capital Investment Advisory Services
North Carolina
$27K +$33.3K +2,850 New
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$20K -$67.5K -5,768 -74%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
SIS
58
Sound Income Strategies
Florida
$7K -$6.96K -595 -45%
RCAG
59
Rehmann Capital Advisory Group
Michigan
$5.78K – – –
CFGS
60
Concourse Financial Group Securities
Alabama
$5K +$7.02K +600 New
Barclays
61
Barclays
United Kingdom
$2K +$2.44K +209 +410%
CFD
62
Creative Financial Designs
Indiana
$1K – – –
QCIG
63
Quad-Cities Investment Group
Iowa
$1K – – –
Fidelity Investments
64
Fidelity Investments
Massachusetts
$1K +$772 +66 New
OCG
65
Opus Capital Group
Ohio
– -$1.66M -121,958 Closed
BA
66
Bard Associates
Illinois
– -$1.54M -113,632 Closed
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$1.25M -91,800 Closed
CHAM
68
Clear Harbor Asset Management
Connecticut
– -$499K -38,989 Closed
WSTAM
69
Wilbanks Smith & Thomas Asset Management
Virginia
– -$63K -4,700 Closed
IA
70
IFP Advisors
Florida
– -$15K -1,120 Closed
GWM
71
Geneos Wealth Management
Colorado
– -$12K -935 Closed
VCM
72
Versant Capital Management
Arizona
– -$6K -500 Closed
Macquarie Group
73
Macquarie Group
Australia
– -$1K -105 Closed
Nordea Investment Management
74
Nordea Investment Management
Sweden
– +$234 +20 New
1 2
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MRCC Hedge Fund Activity: Q4 2018 in Review

65 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q4 2018, worth a combined $46.9M — down 29% from $65.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MRCC positions and 9 closed out — a net gain of 4 holders — while 15 added to existing stakes and 27 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $7.18M. The largest seller was William Blair & Company, cutting an estimated $1.98M.

  • 65 institutional investors held Monroe Capital Corp (MRCC) as of Q4 2018, up from 61 in Q3 2018.
  • Funds reported $46.9M of Monroe Capital Corp stock for Q4 2018, down 29% quarter-over-quarter.
  • 13 funds opened new Monroe Capital Corp positions in Q4 2018 and 9 closed out, a net change of +4 holders.
  • The largest Monroe Capital Corp buyer in Q4 2018 was Invesco, an estimated $7.18M added.
  • The largest Monroe Capital Corp seller in Q4 2018 was William Blair & Company, an estimated $1.98M sold.

Based on aggregated 13F filings for Q4 2018.