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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
BL
51
Balentine LLC
Georgia
$130K
GFS
52
GYL Financial Synergies
Connecticut
$126K -$1.75K -227 -1%
TI
53
Trexquant Investment
Connecticut
$117K -$40.7K -5,296 -27%
CCA
54
Cobblestone Capital Advisors
New York
$109K +$103K +13,335 New
Citadel Advisors
55
Citadel Advisors
Florida
$108K -$257K -33,378 -72%
AWA
56
Arkadios Wealth Advisors
Georgia
$103K
Wells Fargo
57
Wells Fargo
California
$94.4K -$26.5K -3,439 -23%
AL
58
Aspiriant LLC
California
$90K
Bank of America
59
Bank of America
North Carolina
$89.9K
CFD
60
Creative Financial Designs
Indiana
$89.6K +$1.81K +235 +2%
GWSG
61
GPS Wealth Strategies Group
Colorado
$83.7K
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$83.2K +$78.3K +10,176 New
LC
63
Lindbrook Capital
California
$77.7K
TF
64
Tompkins Financial
New York
$71.3K
CP
65
Castleview Partners
Texas
$39.9K +$37.5K +4,879 New
CA
66
Crewe Advisors
Utah
$22.9K
BCWM
67
Bartlett & Co Wealth Management
Ohio
$16.4K
BC
68
Bartlett & Co
Ohio
$16K
HI
69
Harbour Investments
Wisconsin
$13.8K +$223 +29 +2%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$12.5K
BFEC
71
Benjamin F. Edwards & Company
Missouri
$6K +$2.64K +343 +87%
NSIM
72
North Star Investment Management
Illinois
$5.73K
JWM
73
Janiczek Wealth Management
Colorado
$4.47K
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$2K
CAS
75
Coppell Advisory Solutions
Texas
$955 +$923 +120 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.