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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 $26.3M invested in Monroe Capital Corp in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

5% more capital invested

Capital invested by funds: $25M → $26.3M (+$1.31M)

1.66% more ownership

Funds ownership: 15.19%16.85% (+1.7%)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

2% less funds holding

Funds holding: 8280 (-2)

Holders
80
Holders Change
-2
Holders Change %
-2.44%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
30
Reduced
21
Closed
7
Calls
$115K
Puts
Net Calls
+$115K
Net Calls Change
+$363K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
1
William Blair & Company
Illinois
$3.45M +$17.7K +2,301 +0.5%
HighTower Advisors
2
HighTower Advisors
Illinois
$1.91M -$8.07K -1,049 -0.4%
SIA
3
Schechter Investment Advisors
Michigan
$1.33M +$85.9K +11,158 +7%
Two Sigma Advisers
4
Two Sigma Advisers
New York
$1.29M -$181K -23,500 -13%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.09M -$24.6K -3,200 -2%
Two Sigma Investments
6
Two Sigma Investments
New York
$1.03M -$250K -32,543 -20%
Connor, Clark & Lunn Investment Management (CC&L)
7
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.02M -$140K -18,139 -13%
MCA
8
Magnolia Capital Advisors
Mississippi
$813K +$317K +41,191 +69%
BAMF
9
BI Asset Management Fondsmaeglerselskab
Denmark
$785K +$213K +27,657 +40%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$679K
RJA
11
Raymond James & Associates
Florida
$638K +$517K +67,220 +570%
BlackRock
12
BlackRock
New York
$626K +$51.4K +6,676 +9%
CA
13
Clearstead Advisors
Ohio
$559K +$532K +69,168 New
OSAM
14
O'Shaughnessy Asset Management
Connecticut
$540K +$35.4K +4,601 +8%
UBS Group
15
UBS Group
Switzerland
$520K +$45K +5,846 +10%
VEA
16
Virtus ETF Advisers
New York
$461K -$74.6K -9,696 -15%
Morgan Stanley
17
Morgan Stanley
New York
$444K +$23.4K +3,040 +6%
HWM
18
HB Wealth Management
Georgia
$444K +$12.5K +1,627 +3%
AWS
19
Atria Wealth Solutions
New York
$433K +$1.55K +202 +0.4%
Cerity Partners
20
Cerity Partners
New York
$407K +$554 +72 +0.1%
Corient Private Wealth
21
Corient Private Wealth
Florida
$380K
FG
22
Fiduciary Group
Georgia
$283K +$11.5K +1,500 +4%
RWM
23
Ritholtz Wealth Management
New York
$275K -$48.6K -6,315 -16%
CCM
24
Chiron Capital Management
Florida
$265K +$85 +11 +0%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$265K -$510K -66,284 -67%

MRCC Hedge Fund Activity: Q3 2024 in Review

80 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q3 2024, worth a combined $26.3M — up 5.2% from $25M a quarter earlier.

Fund positioning in MRCC was balanced in Q3 2024: 7 funds opened new positions, 7 closed out, 30 added to existing stakes and 21 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $1.49M. The largest seller was Baird Financial Group, cutting an estimated $510K.

  • 80 institutional investors held Monroe Capital Corp (MRCC) as of Q3 2024, down from 82 in Q2 2024.
  • Funds reported $26.3M of Monroe Capital Corp stock for Q3 2024, up 5.2% quarter-over-quarter.
  • 7 funds opened new Monroe Capital Corp positions in Q3 2024 and 7 closed out, a net change of 0 holders.
  • The largest Monroe Capital Corp buyer in Q3 2024 was International Assets Investment Management, an estimated $1.49M added.
  • The largest Monroe Capital Corp seller in Q3 2024 was Baird Financial Group, an estimated $510K sold.

Based on aggregated 13F filings for Q3 2024.