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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 $48.4M invested in Monroe Capital Corp in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $354K | Put options by funds: $160K

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $44.4M → $48.4M (+$4.01M)

4% more funds holding

Funds holding: 6871 (+3)

0.21% more ownership

Funds ownership: 19.82%20.03% (+0.21%)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
21
Closed
7
Calls
$354K
Puts
$160K
Net Calls
+$194K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$9.53M -$201K -18,567 -2%
William Blair & Company
2
William Blair & Company
Illinois
$5.6M +$42.3K +3,896 +0.8%
C
3
Cliffwater
California
$3.61M -$2.24M -206,580 -39%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.53M +$269K +24,781 +12%
BlackRock
5
BlackRock
New York
$1.7M +$140K +12,952 +9%
AAM
6
Advisors Asset Management
Colorado
$1.68M -$5.58K -514 -0.3%
SIA
7
Schechter Investment Advisors
Michigan
$1.67M +$1.62M +149,236 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.42M +$10K +922 +0.7%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$1.41M +$2.92K +269 +0.2%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$1.29M +$139K +12,800 +13%
MCM
11
McKinley Capital Management
Alaska
$1.2M -$13.9K -1,283 -1%
Two Sigma Investments
12
Two Sigma Investments
New York
$1.14M -$49.7K -4,578 -4%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$997K +$92.3K +8,511 +11%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$943K
OC
15
Oppenheimer & Co
New York
$666K -$19K -1,756 -3%
VEA
16
Virtus ETF Advisers
New York
$658K +$306K +28,223 +93%
USCWA
17
U.S. Capital Wealth Advisors
Texas
$650K +$628K +57,910 New
SS
18
Sunbelt Securities
Texas
$538K -$278K -25,650 -35%
BL
19
Balentine LLC
Georgia
$533K
GFS
20
GYL Financial Synergies
Connecticut
$531K +$21.6K +1,996 +4%
Morgan Stanley
21
Morgan Stanley
New York
$462K +$7.83K +722 +2%
CC
22
Claybrook Capital
Massachusetts
$446K
LPL Financial
23
LPL Financial
California
$443K +$82.6K +7,612 +24%
ACP
24
Ashfield Capital Partners
California
$439K
QC
25
Quadrature Capital
United Kingdom
$411K +$398K +36,670 New

MRCC Hedge Fund Activity: Q4 2021 in Review

71 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q4 2021, worth a combined $48.4M — up 9% from $44.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MRCC positions and 7 closed out — a net gain of 3 holders — while 21 added to existing stakes and 21 trimmed.

The largest buyer was U.S. Capital Wealth Advisors, opening a new position worth an estimated $628K. The largest seller was Cliffwater, cutting an estimated $2.24M.

  • 71 institutional investors held Monroe Capital Corp (MRCC) as of Q4 2021, up from 68 in Q3 2021.
  • Funds reported $48.4M of Monroe Capital Corp stock for Q4 2021, up 9% quarter-over-quarter.
  • 10 funds opened new Monroe Capital Corp positions in Q4 2021 and 7 closed out, a net change of +3 holders.
  • The largest Monroe Capital Corp buyer in Q4 2021 was U.S. Capital Wealth Advisors, an estimated $628K added.
  • The largest Monroe Capital Corp seller in Q4 2021 was Cliffwater, an estimated $2.24M sold.

Based on aggregated 13F filings for Q4 2021.