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Monroe Capital Corp
MRCC

Overview Fund Activity

69 hedge funds and large institutions have $36.6M invested in Monroe Capital Corp in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
28
Closed
5
Calls
$205K
Puts
$43K
Net Calls
+$162K
Net Calls Change
+$163K

Top Buyers

1
AC
1
Almitas Capital
California
$1.39M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.34M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.56M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$593K
5
SS
5
Sunbelt Securities
Texas
$539K

Top Sellers

1
C
1
Cliffwater
California
$5.08M
2
UBS Group
2
UBS Group
Switzerland
$155K
3
William Blair & Company
3
William Blair & Company
Illinois
$4.58M
4
SSA
4
Schonfeld Strategic Advisors
New York
$0
5
BCM
5
Bridgeway Capital Management
Texas
$592K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$292K +$292K +36,421 New
Morgan Stanley
27
Morgan Stanley
New York
$287K -$1.42K -177 -0.5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$257K +$22.7K +2,825 +10%
CC
29
Claybrook Capital
Massachusetts
$245K – – –
VEA
30
Virtus ETF Advisers
New York
$205K -$42K -5,229 -17%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$200K -$43.7K -5,460 -18%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$193K -$29.6K -3,675 -13%
LG
33
LaFleur & Godfrey
Michigan
$175K +$175K +21,800 New
RJA
34
Raymond James & Associates
Florida
$174K -$50.9K -6,347 -23%
LC
35
Lindbrook Capital
California
$161K +$161K +20,000 New
UBS Group
36
UBS Group
Switzerland
$155K -$332K -41,135 -68%
Truist Financial
37
Truist Financial
North Carolina
$155K -$24.1K -3,000 -13%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$142K – – –
CPIG
39
Chicago Partners Investment Group
Illinois
$140K -$28.4K -3,275 -17%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$137K -$3.35K -416 -2%
CWM
41
Centric Wealth Management
Illinois
$137K +$137K +17,000 New
FCH
42
Freestone Capital Holdings
Washington
$133K +$4.47K +557 +3%
AIA
43
Alera Investment Advisors
Illinois
$129K – – –
SAA
44
Southeast Asset Advisors
Georgia
$128K – – –
LPL Financial
45
LPL Financial
California
$122K -$4.63K -575 -4%
WANY
46
Wealthspire Advisors (New York)
New York
$113K +$113K +14,117 New
DWT
47
Dorsey & Whitney Trust
South Dakota
$109K – – –
CFD
48
Creative Financial Designs
Indiana
$109K +$2.44K +303 +2%
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$108K – – –
Citadel Advisors
50
Citadel Advisors
Florida
$107K -$27.1K -3,358 -20%
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2
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