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MRCC

Monroe Capital Corp

Delisted

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

22 hedge funds and large institutions have $28.5M invested in Monroe Capital Corp in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $23.4M → $28.5M (+$5.11M)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

4% less funds holding

Funds holding: 2322 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
1
William Blair & Company
Illinois
$6.75M -$169K -13,026 -3%
YMRC
2
Yorktown Management & Research Company
Virginia
$3.96M +$3.64M +280,000 +2,154%
BTS
3
BB&T Securities
Virginia
$3.11M -$264K -20,328 -47%
U
4
UBS
Switzerland
$2.33M +$259K +19,934 +13%
BA
5
Bard Associates
Illinois
$1.83M -$20.8K -1,600 -1%
FCH
6
Freestone Capital Holdings
Washington
$1.45M +$531K +40,818 +62%
B
7
Baird
Wisconsin
$1.42M +$59.5K +4,573 +5%
SI
8
Stephens Inc
Arkansas
$1.4M +$185K +14,221 +16%
AR
9
Advisory Research
Illinois
$1.32M +$899K +69,115 +244%
SMDAM
10
Sumitomo Mitsui DS Asset Management
Japan
$1.32M +$899K +69,115 +244%
RA
11
Royce & Associates
New York
$1.11M
CIM
12
Confluence Investment Management
Missouri
$515K
NSIM
13
North Star Investment Management
Illinois
$479K
Deutsche Bank
14
Deutsche Bank
Germany
$399K
AIM
15
Allen Investment Management
New York
$352K +$339K +26,033 New
BRWM
16
B. Riley Wealth Management
Tennessee
$250K +$241K +18,500 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$233K -$28.9K -2,225 -11%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$125K +$13.3K +1,026 +13%
Morgan Stanley
19
Morgan Stanley
New York
$108K +$104K +7,966 New
Bank of America
20
Bank of America
North Carolina
$14K -$520 -40 -4%
Wells Fargo
21
Wells Fargo
California
$14K -$13 -1 -0.1%
TRCT
22
Tower Research Capital (TRC)
New York
$9K -$45.5K -3,497 -84%
MCA
23
Mendon Capital Advisors
Florida
-$568K -46,503 Closed
OC
24
Oppenheimer & Co
New York
-$520K -42,600 Closed
BI
25
Bulldog Investors
New Jersey
-$464K -38,030 Closed

MRCC Hedge Fund Activity: Q1 2014 in Review

22 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q1 2014, worth a combined $28.5M — up 22% from $23.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of MRCC and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 8 added.

The largest buyer was Yorktown Management & Research Company, adding an estimated $3.64M. The largest seller was Mendon Capital Advisors, exiting entirely with an estimated $568K sold.

  • 22 institutional investors held Monroe Capital Corp (MRCC) as of Q1 2014, down from 23 in Q4 2013.
  • Funds reported $28.5M of Monroe Capital Corp stock for Q1 2014, up 22% quarter-over-quarter.
  • 3 funds opened new Monroe Capital Corp positions in Q1 2014 and 4 closed out, a net change of -1 holder.
  • The largest Monroe Capital Corp buyer in Q1 2014 was Yorktown Management & Research Company, an estimated $3.64M added.
  • The largest Monroe Capital Corp seller in Q1 2014 was Mendon Capital Advisors, an estimated $568K sold.

Based on aggregated 13F filings for Q1 2014.