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MRCC

Monroe Capital Corp
MRCC

Delisted

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

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82 hedge funds and large institutions have $30.1M invested in Monroe Capital Corp in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $76K | Put options by funds: $21K

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 81 → 82 (+1)

2.03% less ownership

Funds ownership: 20.74% → 18.71% (-2%)

22% less capital invested

Capital invested by funds: $38.3M → $30.1M (-$8.24M)

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
30
Reduced
24
Closed
7
Calls
$76K
Puts
$21K
Net Calls
+$55K
Net Calls Change
+$23K

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$312K
2
AWS
Atria Wealth Solutions
New York
+$310K
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$187K
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$183K
5
Osaic Holdings
Osaic Holdings
Arizona
+$168K

Top Sellers

Rank Fund Capital Flow
1
C
Cliffwater
California
-$2.22M
2
MCM
McKinley Capital Management
Alaska
-$841K
3
OC
Oppenheimer & Co
New York
-$578K
4
BlackRock
BlackRock
New York
-$382K
5
Millennium Management
Millennium Management
New York
-$340K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
76
Ameritas Advisory Services
Nebraska
$4.68K +$4.92K +606 New
JWM
77
Janiczek Wealth Management
Colorado
$4.36K +$138 +17 +3%
ASN
78
Advisory Services Network
Georgia
$3.44K +$162 +20 +5%
BFEC
79
Benjamin F. Edwards & Company
Missouri
$3K +$106 +13 +3%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$1K +$12.1K +1,496 +1%
MCM
82
McKinley Capital Management
Alaska
– -$841K -98,423 Closed
SAA
83
Southeast Asset Advisors
Georgia
– -$137K -16,000 Closed
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
– -$108 -12,685 Closed
Simplex Trading
85
Simplex Trading
Illinois
– -$4.26K -525 -100%
1832 Asset Management
86
1832 Asset Management
Ontario, Canada
– -$3.42K -400 Closed
CAS
87
Coppell Advisory Solutions
Texas
– -$1.23K -144 Closed
CASC
88
Coppell Advisory Solutions Corp
Texas
– -$1.23K -144 Closed
Fidelity Investments
89
Fidelity Investments
Massachusetts
– -$9 -1 Closed
1 2 3
4

MRCC Hedge Fund Activity: Q1 2023 in Review

82 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q1 2023, worth a combined $30.1M — down 22% from $38.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MRCC positions and 7 closed out — a net gain of 1 holder — while 30 added to existing stakes and 24 trimmed.

The largest buyer was Northern Trust, opening a new position worth an estimated $312K. The largest seller was Cliffwater, cutting an estimated $2.22M.

  • 82 institutional investors held Monroe Capital Corp (MRCC) as of Q1 2023, up from 81 in Q4 2022.
  • Funds reported $30.1M of Monroe Capital Corp stock for Q1 2023, down 22% quarter-over-quarter.
  • 8 funds opened new Monroe Capital Corp positions in Q1 2023 and 7 closed out, a net change of +1 holder.
  • The largest Monroe Capital Corp buyer in Q1 2023 was Northern Trust, an estimated $312K added.
  • The largest Monroe Capital Corp seller in Q1 2023 was Cliffwater, an estimated $2.22M sold.

Based on aggregated 13F filings for Q1 2023.