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MRCC

Monroe Capital Corp

Delisted

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

74 hedge funds and large institutions have $29.8M invested in Monroe Capital Corp in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

5% more call options, than puts

Call options by funds: $89K | Put options by funds: $85K

0.39% less ownership

Funds ownership: 19.35%18.95% (-0.39%)

6% less funds holding

Funds holding: 7974 (-5)

21% less capital invested

Capital invested by funds: $37.9M → $29.8M (-$8.07M)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
29
Reduced
15
Closed
10
Calls
$89K
Puts
$85K
Net Calls
+$4K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$6.2M +$75.9K +8,667 +1%
William Blair & Company
2
William Blair & Company
Illinois
$3.3M +$139K +15,863 +4%
C
3
Cliffwater
California
$2.49M +$82.8K +9,459 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.53M +$143K +16,323 +8%
AAM
5
Advisors Asset Management
Colorado
$1.19M -$12.9K -1,476 -0.9%
BlackRock
6
BlackRock
New York
$1.12M +$58.5K +6,679 +5%
SIA
7
Schechter Investment Advisors
Michigan
$999K +$382K +43,673 +46%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$918K +$3.99K +456 +0.4%
MCM
9
McKinley Capital Management
Alaska
$755K -$27.6K -3,154 -3%
OC
10
Oppenheimer & Co
New York
$695K -$43.2K -4,933 -5%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$689K -$148K -16,900 -15%
Two Sigma Investments
12
Two Sigma Investments
New York
$656K -$126K -14,407 -14%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$621K +$31.2K +3,559 +4%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$608K
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$475K -$97.3K -11,112 -14%
USCWA
16
U.S. Capital Wealth Advisors
Texas
$417K +$727 +83 +0.1%
BL
17
Balentine LLC
Georgia
$344K
CC
18
Claybrook Capital
Massachusetts
$288K
Morgan Stanley
19
Morgan Stanley
New York
$285K +$39.1K +4,469 +13%
LPL Financial
20
LPL Financial
California
$276K +$37.8K +4,319 +13%
FG
21
Fiduciary Group
Georgia
$261K +$26.7K +3,050 +11%
ACP
22
Ashfield Capital Partners
California
$237K
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$219K +$1.46K +167 +0.6%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$216K +$32.2K +3,676 +14%
UBS Group
25
UBS Group
Switzerland
$206K -$1.63K -186 -0.6%

MRCC Hedge Fund Activity: Q3 2022 in Review

74 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q3 2022, worth a combined $29.8M — down 21% from $37.9M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of MRCC and 5 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 29 added.

The largest buyer was Schechter Investment Advisors, adding an estimated $382K. The largest seller was Goldman Sachs, exiting entirely with an estimated $751K sold.

  • 74 institutional investors held Monroe Capital Corp (MRCC) as of Q3 2022, down from 79 in Q2 2022.
  • Funds reported $29.8M of Monroe Capital Corp stock for Q3 2022, down 21% quarter-over-quarter.
  • 5 funds opened new Monroe Capital Corp positions in Q3 2022 and 10 closed out, a net change of -5 holders.
  • The largest Monroe Capital Corp buyer in Q3 2022 was Schechter Investment Advisors, an estimated $382K added.
  • The largest Monroe Capital Corp seller in Q3 2022 was Goldman Sachs, an estimated $751K sold.

Based on aggregated 13F filings for Q3 2022.