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MRCC

Monroe Capital Corp

Delisted

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

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: 7680 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
Stephens Inc
Arkansas
$116K -$6.71K -849 -5%
CCA
52
Cobblestone Capital Advisors
New York
$114K +$15.5K +1,960 +15%
SWA
53
Stratos Wealth Advisors
Ohio
$112K +$119K +15,044 New
CD
54
Chapin Davis
Maryland
$112K +$119K +15,000 New
OSAM
55
O'Shaughnessy Asset Management
Connecticut
$106K +$112K +14,228 New
Truist Financial
56
Truist Financial
North Carolina
$95.9K +$102K +12,873 New
AWA
57
Arkadios Wealth Advisors
Georgia
$93.7K
WG
58
Winton Group
United Kingdom
$86.9K +$92.2K +11,667 New
EH
59
Equitable Holdings
New York
$86.8K +$92.1K +11,650 New
Wells Fargo
60
Wells Fargo
California
$86K
SS
61
Sunbelt Securities
Texas
$86K -$98.8K -12,500 -52%
CFD
62
Creative Financial Designs
Indiana
$83.6K +$2.13K +269 +2%
AL
63
Aspiriant LLC
California
$82K
Bank of America
64
Bank of America
North Carolina
$81.9K
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$77.5K +$82.2K +10,403 New
GWSG
66
GPS Wealth Strategies Group
Colorado
$76.2K
RIL
67
Rothschild Investment LLC
Illinois
$75K +$79K +10,000 New
LC
68
Lindbrook Capital
California
$70.8K
TF
69
Tompkins Financial
New York
$64.9K
CA
70
Crewe Advisors
Utah
$20.9K
BC
71
Bartlett & Co
Ohio
$15K
BCWM
72
Bartlett & Co Wealth Management
Ohio
$14.9K
HI
73
Harbour Investments
Wisconsin
$12.6K
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$11.4K
BFEC
75
Benjamin F. Edwards & Company
Missouri
$6K +$205 +26 +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.