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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
SWA
51
Stratos Wealth Advisors
Ohio
$110K +$3.81K +538 +4%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$106K -$21.6K -3,046 -17%
CD
53
Chapin Davis
Maryland
$106K
Millennium Management
54
Millennium Management
New York
$92.7K -$45K -6,347 -33%
Truist Financial
55
Truist Financial
North Carolina
$90.9K
AIA
56
Alera Investment Advisors
Illinois
$90.5K -$22.8K -3,221 -20%
AWA
57
Arkadios Wealth Advisors
Georgia
$88.9K
MA
58
MAS Advisors
Florida
$83.5K +$83.9K +11,825 New
WG
59
Winton Group
United Kingdom
$82.5K +$113 +16 +0.1%
EH
60
Equitable Holdings
New York
$82.3K
SS
61
Sunbelt Securities
Texas
$81.5K
CFD
62
Creative Financial Designs
Indiana
$81.4K +$2.05K +289 +3%
AL
63
Aspiriant LLC
California
$77.7K
Bank of America
64
Bank of America
North Carolina
$77.6K
GWSG
65
GPS Wealth Strategies Group
Colorado
$72.3K
RIL
66
Rothschild Investment LLC
Illinois
$70.7K
TF
67
Tompkins Financial
New York
$61.5K
LC
68
Lindbrook Capital
California
$53K -$14.2K -2,000 -21%
CIA
69
Cape Investment Advisory
Georgia
$40.2K +$40.4K +5,697 New
TWC
70
TD Waterhouse Canada
Ontario, Canada
$34.4K -$121K -17,000 -78%
CA
71
Crewe Advisors
Utah
$19.8K
JP Morgan Chase
72
JP Morgan Chase
New York
$19.7K +$19.8K +2,787 New
TRCT
73
Tower Research Capital (TRC)
New York
$12.9K +$12.9K +1,825 New
HI
74
Harbour Investments
Wisconsin
$12.1K +$234 +33 +2%
NSIM
75
North Star Investment Management
Illinois
$12K +$7.09K +1,000 +143%

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.