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Monroe Capital Corp
MRCC

Overview Fund Activity

65 hedge funds and large institutions have $68.6M invested in Monroe Capital Corp in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
25
Closed
2
Calls
$11K
Puts
$194K
Net Calls
-$183K
Net Calls Change
-$183K

Top Buyers

1
FCH
1
Freestone Capital Holdings
Washington
$1.3M
2
ACP
2
Ashfield Capital Partners
California
$279K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$192K
4
BF
4
BOK Financial
Oklahoma
$350K
5
UBS Group
5
UBS Group
Switzerland
$5.59M

Top Sellers

1
MC
1
Muzinich & Co
New York
$6.19M
2
AR
2
Advisory Research
Illinois
$1.58M
3
SMDAM
3
Sumitomo Mitsui DS Asset Management
Japan
$1.47M
4
AAM
4
Advisors Asset Management
Colorado
$4.25M
5
William Blair & Company
5
William Blair & Company
Illinois
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$826K +$16.6K +1,231 +2%
SM
27
Salzhauer Michael
$707K – – –
CHAM
28
Clear Harbor Asset Management
Connecticut
$691K +$69.1K +5,125 +11%
WA
29
WESPAC Advisors
California
$540K -$335K -24,845 -38%
WFI
30
West Family Investments
California
$527K – – –
VCM
31
Versant Capital Management
Arizona
$499K -$105K -7,830 -17%
Two Sigma Investments
32
Two Sigma Investments
New York
$473K -$14.3K -1,058 -3%
Morgan Stanley
33
Morgan Stanley
New York
$452K +$43.4K +3,226 +11%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$431K +$140K +10,370 +48%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$369K -$16.6K -1,233 -4%
BF
36
BOK Financial
Oklahoma
$350K +$175K +13,000 +100%
NSIM
37
North Star Investment Management
Illinois
$323K – – –
WA
38
Wealthstar Advisors
Texas
$286K – – –
Mackenzie Financial
39
Mackenzie Financial
Ontario, Canada
$283K – – –
ACP
40
Ashfield Capital Partners
California
$279K +$279K +20,672 New
BTS
41
BB&T Securities
Virginia
$261K +$100K +7,440 +62%
NFA
42
Nuveen Fund Advisors
Illinois
$253K -$17.1K -1,264 -6%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$192K +$192K +14,224 New
Stifel Financial
44
Stifel Financial
Missouri
$188K +$53.1K +3,949 +39%
FCI
45
Financial Counselors Inc
Kansas
$171K +$18.5K +1,370 +12%
PC
46
Palo Capital
California
$166K -$10.8K -800 -6%
SCI
47
Stableford Capital II
Arizona
$158K – – –
Bank of America
48
Bank of America
North Carolina
$148K -$1.09K -81 -0.7%
Wells Fargo
49
Wells Fargo
California
$145K -$37.1K -2,752 -20%
AG
50
Advisor Group
Arizona
$115K – – –
1
2
3