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Monroe Capital Corp
MRCC

Overview Fund Activity

65 hedge funds and large institutions have $46.9M invested in Monroe Capital Corp in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
15
Reduced
27
Closed
9
Calls
$132K
Puts
$120K
Net Calls
+$12K
Net Calls Change
-$182K

Top Buyers

1
Invesco
Invesco
Georgia
+$5.89M
2
FCH
Freestone Capital Holdings
Washington
+$411K
3
WFI
West Family Investments
California
+$316K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$260K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$240K

Top Sellers

1
OCG
Opus Capital Group
Ohio
-$1.66M
2
William Blair & Company
William Blair & Company
Illinois
-$1.63M
3
BA
Bard Associates
Illinois
-$1.54M
4
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
-$1.25M
5
RJA
Raymond James & Associates
Florida
-$515K
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
26
Two Sigma Investments
New York
$400K +$127K +13,184 +46%
Morgan Stanley
27
Morgan Stanley
New York
$384K +$142K +14,819 +59%
WA
28
WESPAC Advisors
California
$354K -$308K -32,101 -47%
Mackenzie Financial
29
Mackenzie Financial
Ontario, Canada
$349K – – –
Stifel Financial
30
Stifel Financial
Missouri
$260K +$132K +13,650 +102%
AG
31
Advisor Group
Arizona
$259K +$10.7K +1,123 +4%
BF
32
BOK Financial
Oklahoma
$250K – – –
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$240K +$240K +25,020 New
WAM
34
Wolverine Asset Management
Illinois
$229K +$229K +23,900 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$219K -$82.7K -8,619 -27%
NSIM
36
North Star Investment Management
Illinois
$216K -$14.4K -1,500 -6%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$215K -$52.8K -5,484 -20%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$214K +$80K +8,351 +60%
WA
39
Wealthstar Advisors
Texas
$197K -$8.23K -850 -4%
P
40
&Partners
Tennessee
$186K +$186K +19,325 New
BTS
41
BB&T Securities
Virginia
$178K -$8.03K -837 -4%
NFA
42
Nuveen Fund Advisors
Illinois
$138K -$33.7K -3,505 -20%
AAS
43
Avantax Advisory Services
Texas
$137K +$137K +14,344 New
ACP
44
Ashfield Capital Partners
California
$126K -$134K -13,971 -51%
RJA
45
Raymond James & Associates
Florida
$124K -$515K -53,526 -81%
FCI
46
Financial Counselors Inc
Kansas
$122K – – –
Bank of America
47
Bank of America
North Carolina
$115K -$6.61K -692 -5%
SCI
48
Stableford Capital II
Arizona
$113K – – –
CG
49
CFO4Life Group
Texas
$112K +$112K +11,675 New
Wells Fargo
50
Wells Fargo
California
$105K -$1.56K -162 -1%
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