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MRCC

Monroe Capital Corp

Delisted

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

66 hedge funds and large institutions have $44.4M invested in Monroe Capital Corp in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.05% less ownership

Funds ownership: 20.03%18.98% (-1.1%)

7% less funds holding

Funds holding: 7166 (-5)

8% less capital invested

Capital invested by funds: $48.4M → $44.4M (-$4.06M)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
66
Holders Change
-5
Holders Change %
-7.04%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
23
Closed
13
Calls
$205K
Puts
Net Calls
+$205K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$9.08M -$80.4K -7,383 -0.9%
William Blair & Company
2
William Blair & Company
Illinois
$4.58M -$812K -74,563 -15%
C
3
Cliffwater
California
$3.53M +$58.6K +5,387 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.65M +$220K +20,256 +9%
AAM
5
Advisors Asset Management
Colorado
$2.08M +$474K +43,550 +29%
BlackRock
6
BlackRock
New York
$1.38M -$258K -23,714 -16%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.35M -$11K -1,015 -0.8%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$1.32M -$27.5K -2,528 -2%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$1.22M -$18.5K -1,700 -1%
Two Sigma Investments
10
Two Sigma Investments
New York
$1.21M +$117K +10,766 +11%
MCM
11
McKinley Capital Management
Alaska
$1.15M +$261 +24 +0%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.14M +$180K +16,540 +19%
SIA
13
Schechter Investment Advisors
Michigan
$1.13M -$489K -44,884 -30%
OC
14
Oppenheimer & Co
New York
$1.08M +$443K +40,718 +69%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$906K
USCWA
16
U.S. Capital Wealth Advisors
Texas
$593K -$31.9K -2,930 -5%
BL
17
Balentine LLC
Georgia
$513K
Morgan Stanley
18
Morgan Stanley
New York
$449K +$4.69K +431 +1%
CC
19
Claybrook Capital
Massachusetts
$429K
Wells Fargo
20
Wells Fargo
California
$426K +$381K +34,999 +791%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$393K
LPL Financial
22
LPL Financial
California
$392K -$34K -3,126 -8%
ACP
23
Ashfield Capital Partners
California
$353K -$69.8K -6,416 -16%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$337K -$10.2K -940 -3%
VEA
25
Virtus ETF Advisers
New York
$317K -$319K -29,297 -50%

MRCC Hedge Fund Activity: Q1 2022 in Review

66 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q1 2022, worth a combined $44.4M — down 8.4% from $48.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of MRCC and 8 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 18 added.

The largest buyer was Advisors Asset Management, adding an estimated $474K. The largest seller was William Blair & Company, cutting an estimated $812K.

  • 66 institutional investors held Monroe Capital Corp (MRCC) as of Q1 2022, down from 71 in Q4 2021.
  • Funds reported $44.4M of Monroe Capital Corp stock for Q1 2022, down 8.4% quarter-over-quarter.
  • 8 funds opened new Monroe Capital Corp positions in Q1 2022 and 13 closed out, a net change of -5 holders.
  • The largest Monroe Capital Corp buyer in Q1 2022 was Advisors Asset Management, an estimated $474K added.
  • The largest Monroe Capital Corp seller in Q1 2022 was William Blair & Company, an estimated $812K sold.

Based on aggregated 13F filings for Q1 2022.