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MRCC

Monroe Capital Corp

Delisted

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

71 hedge funds and large institutions have $43.9M invested in Monroe Capital Corp in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

377% more call options, than puts

Call options by funds: $801K | Put options by funds: $168K

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

20% more capital invested

Capital invested by funds: $36.7M → $43.9M (+$7.18M)

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

1% more funds holding

Funds holding: 7071 (+1)

0.88% less ownership

Funds ownership: 21.46%20.59% (-0.88%)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
18
Closed
7
Calls
$801K
Puts
$168K
Net Calls
+$633K
Net Calls Change
+$471K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$8.41M +$1.59M +173,279 +26%
C
2
Cliffwater
California
$6.75M +$370K +40,248 +6%
William Blair & Company
3
William Blair & Company
Illinois
$5.49M -$216K -23,474 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.84M -$104K -11,286 -6%
Two Sigma Investments
5
Two Sigma Investments
New York
$1.57M -$394K -42,908 -22%
AAM
6
Advisors Asset Management
Colorado
$1.47M +$107K +11,668 +9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.42M -$51.3K -5,587 -4%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$1.24M -$409K -44,500 -26%
BlackRock
9
BlackRock
New York
$1.17M +$24.4K +2,650 +2%
MCM
10
McKinley Capital Management
Alaska
$1.04M -$47.7K -5,188 -5%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$843K
SS
12
Sunbelt Securities
Texas
$758K +$76.3K +8,307 +12%
BCM
13
Bridgeway Capital Management
Texas
$740K
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$694K -$298K -32,435 -32%
OC
15
Oppenheimer & Co
New York
$654K -$31.8K -3,461 -5%
Cerity Partners
16
Cerity Partners
New York
$605K -$62.5K -6,796 -10%
ACP
17
Ashfield Capital Partners
California
$532K +$22K +2,397 +5%
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$502K +$459K +49,994 New
BL
19
Balentine LLC
Georgia
$477K
GFS
20
GYL Financial Synergies
Connecticut
$440K +$8.69K +946 +2%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$426K
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$383K -$38.4K -4,181 -10%
Morgan Stanley
23
Morgan Stanley
New York
$363K +$3.58K +390 +1%
SI
24
Stephens Inc
Arkansas
$353K -$11K -1,195 -3%
UBS Group
25
UBS Group
Switzerland
$338K +$132K +14,413 +75%

MRCC Hedge Fund Activity: Q1 2021 in Review

71 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q1 2021, worth a combined $43.9M — up 20% from $36.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MRCC positions and 7 closed out — a net gain of 2 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.59M. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $593K sold.

  • 71 institutional investors held Monroe Capital Corp (MRCC) as of Q1 2021, up from 70 in Q4 2020.
  • Funds reported $43.9M of Monroe Capital Corp stock for Q1 2021, up 20% quarter-over-quarter.
  • 9 funds opened new Monroe Capital Corp positions in Q1 2021 and 7 closed out, a net change of +2 holders.
  • The largest Monroe Capital Corp buyer in Q1 2021 was Osaic Holdings, an estimated $1.59M added.
  • The largest Monroe Capital Corp seller in Q1 2021 was Cetera Investment Advisers, an estimated $593K sold.

Based on aggregated 13F filings for Q1 2021.