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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 $25M invested in Monroe Capital Corp in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

0% more funds holding

Funds holding: 8282 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

2.61% less ownership

Funds ownership: 17.79%15.19% (-2.6%)

10% less capital invested

Capital invested by funds: $27.8M → $25M (-$2.83M)

66% less call options, than puts

Call options by funds: $126K | Put options by funds: $374K

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
9
Increased
25
Reduced
21
Closed
9
Calls
$126K
Puts
$374K
Net Calls
-$248K
Net Calls Change
-$376K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
51
Trexquant Investment
Connecticut
$119K +$116K +15,677 New
Ameriprise
52
Ameriprise
Minnesota
$117K +$14.8K +2,004 +15%
CAM
53
Cresset Asset Management
Illinois
$115K
LC
54
Lindbrook Capital
California
$103K
EH
55
Equitable Holdings
New York
$99.3K +$8.14K +1,103 +9%
AIA
56
Alera Investment Advisors
Illinois
$97.4K
AWA
57
Arkadios Wealth Advisors
Georgia
$95.7K
CFD
58
Creative Financial Designs
Indiana
$92K +$4.25K +576 +5%
RJA
59
Raymond James & Associates
Florida
$89.7K +$5.65K +765 +7%
SS
60
Sunbelt Securities
Texas
$87.8K
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$85.2K -$41.3K -5,593 -33%
AL
62
Aspiriant LLC
California
$83.7K
Bank of America
63
Bank of America
North Carolina
$83.6K
GWSG
64
GPS Wealth Strategies Group
Colorado
$77.8K
RIL
65
Rothschild Investment LLC
Illinois
$76.1K
Simplex Trading
66
Simplex Trading
Illinois
$49K +$12.6K +1,712 +36%
TWC
67
TD Waterhouse Canada
Ontario, Canada
$35.8K
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$34.9K +$2.34K +317 +7%
CA
69
Crewe Advisors
Utah
$21.3K
JP Morgan Chase
70
JP Morgan Chase
New York
$20.2K -$98.6K -13,355 -83%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$12.4K +$738 +100 +7%
Wells Fargo
72
Wells Fargo
California
$11.7K
NSIM
73
North Star Investment Management
Illinois
$5.33K
JWM
74
Janiczek Wealth Management
Colorado
$4.89K +$295 +40 +7%
HI
75
Harbour Investments
Wisconsin
$2.28K -$7.77K -1,053 -78%

MRCC Hedge Fund Activity: Q2 2024 in Review

82 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q2 2024, worth a combined $25M — down 10% from $27.8M a quarter earlier.

Fund positioning in MRCC was balanced in Q2 2024: 9 funds opened new positions, 9 closed out, 25 added to existing stakes and 21 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $938K. The largest seller was Osaic Holdings, cutting an estimated $6.04M.

  • 82 institutional investors held Monroe Capital Corp (MRCC) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $25M of Monroe Capital Corp stock for Q2 2024, down 10% quarter-over-quarter.
  • 9 funds opened new Monroe Capital Corp positions in Q2 2024 and 9 closed out, a net change of 0 holders.
  • The largest Monroe Capital Corp buyer in Q2 2024 was HighTower Advisors, an estimated $938K added.
  • The largest Monroe Capital Corp seller in Q2 2024 was Osaic Holdings, an estimated $6.04M sold.

Based on aggregated 13F filings for Q2 2024.