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MRCC

Monroe Capital Corp

Delisted

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

76 hedge funds and large institutions have $33.2M invested in Monroe Capital Corp in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more call options, than puts

Call options by funds: $117K | Put options by funds: $24K

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

10% more capital invested

Capital invested by funds: $30.1M → $33.2M (+$3.13M)

0.01% less ownership

Funds ownership: 18.71%18.71% (-0.01%)

7% less funds holding

Funds holding: 8276 (-6)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
76
Holders Change
-6
Holders Change %
-7.32%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
22
Reduced
19
Closed
12
Calls
$117K
Puts
$24K
Net Calls
+$93K
Net Calls Change
+$38K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$7.21M +$20K +2,600 +0.3%
William Blair & Company
2
William Blair & Company
Illinois
$3.51M -$50.4K -6,554 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.2M +$163K +21,162 +9%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.76M +$130K +16,850 +9%
SIA
5
Schechter Investment Advisors
Michigan
$1.28M +$141K +18,300 +13%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.09M +$11.5K +1,493 +1%
BlackRock
7
BlackRock
New York
$872K -$44.2K -5,751 -5%
AAM
8
Advisors Asset Management
Colorado
$772K -$14K -1,815 -2%
Millennium Management
9
Millennium Management
New York
$756K +$214K +27,795 +43%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$687K
Two Sigma Advisers
11
Two Sigma Advisers
New York
$654K -$74.6K -9,700 -11%
Two Sigma Investments
12
Two Sigma Investments
New York
$652K +$55.9K +7,264 +10%
C
13
Cliffwater
California
$642K
National Bank of Canada
14
National Bank of Canada
Quebec, Canada
$517K +$491K +63,789 New
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$496K -$137K -17,745 -23%
USCWA
16
U.S. Capital Wealth Advisors
Texas
$473K +$654 +85 +0.1%
HWM
17
HB Wealth Management
Georgia
$432K +$12.5K +1,624 +3%
LPL Financial
18
LPL Financial
California
$432K -$69.3K -9,003 -15%
Cerity Partners
19
Cerity Partners
New York
$430K -$31.9K -4,150 -7%
Corient Private Wealth
20
Corient Private Wealth
Florida
$369K
OC
21
Oppenheimer & Co
New York
$368K +$117K +15,265 +51%
CC
22
Claybrook Capital
Massachusetts
$353K
AWS
23
Atria Wealth Solutions
New York
$322K +$9.36K +1,216 +3%
HighTower Advisors
24
HighTower Advisors
Illinois
$321K -$53K -6,890 -15%
Morgan Stanley
25
Morgan Stanley
New York
$315K +$17.4K +2,263 +6%

MRCC Hedge Fund Activity: Q2 2023 in Review

76 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q2 2023, worth a combined $33.2M — up 10% from $30.1M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of MRCC and 7 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 22 added.

The largest buyer was National Bank of Canada, opening a new position worth an estimated $491K. The largest seller was Northern Trust, exiting entirely with an estimated $294K sold.

  • 76 institutional investors held Monroe Capital Corp (MRCC) as of Q2 2023, down from 82 in Q1 2023.
  • Funds reported $33.2M of Monroe Capital Corp stock for Q2 2023, up 10% quarter-over-quarter.
  • 7 funds opened new Monroe Capital Corp positions in Q2 2023 and 12 closed out, a net change of -5 holders.
  • The largest Monroe Capital Corp buyer in Q2 2023 was National Bank of Canada, an estimated $491K added.
  • The largest Monroe Capital Corp seller in Q2 2023 was Northern Trust, an estimated $294K sold.

Based on aggregated 13F filings for Q2 2023.