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MRCC

Monroe Capital Corp

Delisted

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

80 hedge funds and large institutions have $27.5M invested in Monroe Capital Corp in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $171K | Put options by funds: $110K

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

5% more funds holding

Funds holding: 7680 (+4)

1.72% less ownership

Funds ownership: 18.71%16.99% (-1.7%)

17% less capital invested

Capital invested by funds: $33.2M → $27.5M (-$5.74M)

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
24
Reduced
17
Closed
8
Calls
$171K
Puts
$110K
Net Calls
+$61K
Net Calls Change
-$32K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$6.53M -$42.5K -5,381 -0.6%
William Blair & Company
2
William Blair & Company
Illinois
$3.17M -$20.5K -2,597 -0.6%
SIA
3
Schechter Investment Advisors
Michigan
$1.14M -$22.9K -2,900 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1M +$13.5K +1,703 +1%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$825K +$243K +30,800 +39%
Two Sigma Investments
6
Two Sigma Investments
New York
$796K +$214K +27,113 +34%
AAM
7
Advisors Asset Management
Colorado
$702K -$1.3K -164 -0.2%
National Bank of Canada
8
National Bank of Canada
Quebec, Canada
$692K +$246K +31,114 +49%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$626K
C
10
Cliffwater
California
$584K
BlackRock
11
BlackRock
New York
$565K -$242K -30,679 -29%
Citadel Advisors
12
Citadel Advisors
Florida
$438K +$360K +45,527 +343%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$431K +$767 +97 +0.2%
HWM
14
HB Wealth Management
Georgia
$405K +$12.7K +1,611 +3%
Morgan Stanley
15
Morgan Stanley
New York
$401K +$122K +15,382 +40%
LPL Financial
16
LPL Financial
California
$376K -$18.1K -2,292 -4%
AWS
17
Atria Wealth Solutions
New York
$367K +$78.2K +9,891 +25%
VEA
18
Virtus ETF Advisers
New York
$365K +$201K +25,463 +108%
Cerity Partners
19
Cerity Partners
New York
$355K -$38.7K -4,898 -9%
Corient Private Wealth
20
Corient Private Wealth
Florida
$351K +$15.8K +2,000 +4%
CC
21
Claybrook Capital
Massachusetts
$321K
FG
22
Fiduciary Group
Georgia
$305K +$35.6K +4,500 +12%
HighTower Advisors
23
HighTower Advisors
Illinois
$298K +$7.9K +1,000 +3%
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$296K +$314K +39,778 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$258K +$78.1K +9,877 +40%

MRCC Hedge Fund Activity: Q3 2023 in Review

80 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q3 2023, worth a combined $27.5M — down 17% from $33.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MRCC positions and 8 closed out — a net gain of 4 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $360K. The largest seller was Envestnet Asset Management, cutting an estimated $2M.

  • 80 institutional investors held Monroe Capital Corp (MRCC) as of Q3 2023, up from 76 in Q2 2023.
  • Funds reported $27.5M of Monroe Capital Corp stock for Q3 2023, down 17% quarter-over-quarter.
  • 12 funds opened new Monroe Capital Corp positions in Q3 2023 and 8 closed out, a net change of +4 holders.
  • The largest Monroe Capital Corp buyer in Q3 2023 was Citadel Advisors, an estimated $360K added.
  • The largest Monroe Capital Corp seller in Q3 2023 was Envestnet Asset Management, an estimated $2M sold.

Based on aggregated 13F filings for Q3 2023.