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MRCC

Monroe Capital Corp

Delisted

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

82 hedge funds and large institutions have $28.1M invested in Monroe Capital Corp in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

39% more call options, than puts

Call options by funds: $145K | Put options by funds: $104K

3% more funds holding

Funds holding: 8082 (+2)

1.32% more ownership

Funds ownership: 16.99%18.31% (+1.3%)

2% more capital invested

Capital invested by funds: $27.5M → $28.1M (+$644K)

Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
33
Reduced
16
Closed
7
Calls
$145K
Puts
$104K
Net Calls
+$41K
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$6.24M +$46.5K +6,550 +0.7%
William Blair & Company
2
William Blair & Company
Illinois
$3.05M +$36.2K +5,104 +1%
Two Sigma Investments
3
Two Sigma Investments
New York
$1.19M +$441K +62,225 +58%
Two Sigma Advisers
4
Two Sigma Advisers
New York
$1.1M +$316K +44,500 +40%
SIA
5
Schechter Investment Advisors
Michigan
$1.08M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$939K -$11.8K -1,661 -1%
Morgan Stanley
7
Morgan Stanley
New York
$784K +$405K +57,124 +106%
HighTower Advisors
8
HighTower Advisors
Illinois
$701K +$418K +58,950 +147%
BlackRock
9
BlackRock
New York
$606K +$70.1K +9,886 +13%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$593K
Connor, Clark & Lunn Investment Management (CC&L)
11
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$583K +$303K +42,723 +107%
CCM
12
Chiron Capital Management
Florida
$547K +$383K +53,971 +230%
Citadel Advisors
13
Citadel Advisors
Florida
$535K +$120K +16,949 +29%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$433K +$435K +61,335 New
USCWA
15
U.S. Capital Wealth Advisors
Texas
$410K +$738 +104 +0.2%
Koshinski Asset Management
16
Koshinski Asset Management
Illinois
$401K +$403K +56,800 New
UBS Group
17
UBS Group
Switzerland
$388K +$176K +24,822 +82%
FFM
18
Forum Financial Management
Illinois
$387K +$246K +34,747 +174%
Cerity Partners
19
Cerity Partners
New York
$373K +$36.8K +5,185 +11%
AWS
20
Atria Wealth Solutions
New York
$349K +$1.5K +211 +0.4%
HWM
21
HB Wealth Management
Georgia
$341K -$43.5K -6,138 -11%
Corient Private Wealth
22
Corient Private Wealth
Florida
$332K
LPL Financial
23
LPL Financial
California
$323K -$33.7K -4,759 -9%
Lido Advisors
24
Lido Advisors
California
$321K +$322K +45,382 New
FG
25
Fiduciary Group
Georgia
$307K +$17.7K +2,500 +6%

MRCC Hedge Fund Activity: Q4 2023 in Review

82 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q4 2023, worth a combined $28.1M — up 2.3% from $27.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MRCC positions and 7 closed out — a net gain of 3 holders — while 33 added to existing stakes and 16 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $441K. The largest seller was Advisors Asset Management, exiting entirely with an estimated $702K sold.

  • 82 institutional investors held Monroe Capital Corp (MRCC) as of Q4 2023, up from 80 in Q3 2023.
  • Funds reported $28.1M of Monroe Capital Corp stock for Q4 2023, up 2.3% quarter-over-quarter.
  • 10 funds opened new Monroe Capital Corp positions in Q4 2023 and 7 closed out, a net change of +3 holders.
  • The largest Monroe Capital Corp buyer in Q4 2023 was Two Sigma Investments, an estimated $441K added.
  • The largest Monroe Capital Corp seller in Q4 2023 was Advisors Asset Management, an estimated $702K sold.

Based on aggregated 13F filings for Q4 2023.