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MRCC

Monroe Capital Corp
MRCC

Delisted

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

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82 hedge funds and large institutions have $30.1M invested in Monroe Capital Corp in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $76K | Put options by funds: $21K

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 81 → 82 (+1)

2.03% less ownership

Funds ownership: 20.74% → 18.71% (-2%)

22% less capital invested

Capital invested by funds: $38.3M → $30.1M (-$8.24M)

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
30
Reduced
24
Closed
7
Calls
$76K
Puts
$21K
Net Calls
+$55K
Net Calls Change
+$23K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$312K
2
AWS
Atria Wealth Solutions
New York
+$310K
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$187K
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$183K
5
Osaic Holdings
Osaic Holdings
Arizona
+$168K

Top Sellers

1
C
Cliffwater
California
-$2.22M
2
MCM
McKinley Capital Management
Alaska
-$841K
3
OC
Oppenheimer & Co
New York
-$578K
4
BlackRock
BlackRock
New York
-$382K
5
Millennium Management
Millennium Management
New York
-$340K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$6.72M +$168K +20,661 +2%
William Blair & Company
2
William Blair & Company
Illinois
$3.33M -$98.3K -12,115 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.9M -$22K -2,706 -1%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.51M +$84.9K +10,456 +6%
SIA
5
Schechter Investment Advisors
Michigan
$1.06M – – –
BlackRock
6
BlackRock
New York
$859K -$382K -47,031 -30%
AAM
7
Advisors Asset Management
Colorado
$736K +$1.74K +214 +0.2%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$686K -$70.6K -8,700 -9%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$643K – – –
Mackenzie Financial
10
Mackenzie Financial
Ontario, Canada
$600K +$183K +22,569 +40%
C
11
Cliffwater
California
$600K -$2.22M -273,526 -78%
Two Sigma Investments
12
Two Sigma Investments
New York
$554K -$183K -22,574 -24%
Millennium Management
13
Millennium Management
New York
$495K -$340K -41,846 -39%
LPL Financial
14
LPL Financial
California
$473K +$45.7K +5,634 +10%
USCWA
15
U.S. Capital Wealth Advisors
Texas
$442K +$690 +85 +0.1%
Cerity Partners
16
Cerity Partners
New York
$434K -$23.7K -2,917 -5%
HWM
17
HB Wealth Management
Georgia
$392K +$3.6K +444 +0.9%
Citadel Advisors
18
Citadel Advisors
Florida
$357K +$28K +3,448 +8%
HighTower Advisors
19
HighTower Advisors
Illinois
$353K +$690 +85 +0.2%
Corient Private Wealth
20
Corient Private Wealth
Florida
$345K – – –
CC
21
Claybrook Capital
Massachusetts
$330K +$27.5K +3,387 +9%
Northern Trust
22
Northern Trust
Illinois
$294K +$312K +38,403 New
AWS
23
Atria Wealth Solutions
New York
$292K +$310K +38,136 New
FG
24
Fiduciary Group
Georgia
$279K +$40.6K +5,000 +16%
Morgan Stanley
25
Morgan Stanley
New York
$277K +$85K +10,471 +41%
1
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MRCC Hedge Fund Activity: Q1 2023 in Review

82 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q1 2023, worth a combined $30.1M — down 22% from $38.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MRCC positions and 7 closed out — a net gain of 1 holder — while 30 added to existing stakes and 24 trimmed.

The largest buyer was Northern Trust, opening a new position worth an estimated $312K. The largest seller was Cliffwater, cutting an estimated $2.22M.

  • 82 institutional investors held Monroe Capital Corp (MRCC) as of Q1 2023, up from 81 in Q4 2022.
  • Funds reported $30.1M of Monroe Capital Corp stock for Q1 2023, down 22% quarter-over-quarter.
  • 8 funds opened new Monroe Capital Corp positions in Q1 2023 and 7 closed out, a net change of +1 holder.
  • The largest Monroe Capital Corp buyer in Q1 2023 was Northern Trust, an estimated $312K added.
  • The largest Monroe Capital Corp seller in Q1 2023 was Cliffwater, an estimated $2.22M sold.

Based on aggregated 13F filings for Q1 2023.