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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
CAM
51
Cresset Asset Management
Illinois
$109K +$110K +15,125 New
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$99K -$19.9K -2,750 -17%
LC
53
Lindbrook Capital
California
$97.2K +$43.5K +6,000 +80%
Ameriprise
54
Ameriprise
Minnesota
$95.9K +$96.5K +13,315 New
AIA
55
Alera Investment Advisors
Illinois
$92.2K
AWA
56
Arkadios Wealth Advisors
Georgia
$90.6K
EH
57
Equitable Holdings
New York
$86K +$2.18K +301 +3%
SS
58
Sunbelt Securities
Texas
$83.1K
CFD
59
Creative Financial Designs
Indiana
$82.9K
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$82.7K +$83.3K +11,490 New
RJA
61
Raymond James & Associates
Florida
$79.4K +$79.9K +11,027 New
AL
62
Aspiriant LLC
California
$79.2K
Bank of America
63
Bank of America
North Carolina
$79.1K
GWSG
64
GPS Wealth Strategies Group
Colorado
$73.6K
RIL
65
Rothschild Investment LLC
Illinois
$72K
TF
66
Tompkins Financial
New York
$62.7K
TWC
67
TD Waterhouse Canada
Ontario, Canada
$34.7K
Simplex Trading
68
Simplex Trading
Illinois
$34K +$34.4K +4,747 New
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$31.8K +$31.8K +4,380 New
Acadian Asset Management
70
Acadian Asset Management
Massachusetts
$24K +$24.2K +3,343 New
FIM
71
Fernwood Investment Management
Massachusetts
$21.6K +$21.7K +3,000 New
CA
72
Crewe Advisors
Utah
$20.2K
Wells Fargo
73
Wells Fargo
California
$11.1K -$7 -1 -0.1%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$11K
HI
75
Harbour Investments
Wisconsin
$9.74K -$2.65K -365 -21%

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.