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Monroe Capital Corp
MRCC

Overview Fund Activity

70 hedge funds and large institutions have $48.2M invested in Monroe Capital Corp in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
20
Reduced
21
Closed
7
Calls
$354K
Puts
$160K
Net Calls
+$194K
Net Calls Change
+$100K

Top Buyers

1
USCWA
1
U.S. Capital Wealth Advisors
Texas
$650K
2
QC
2
Quadrature Capital
United Kingdom
$411K
3
VEA
3
Virtus ETF Advisers
New York
$658K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$299K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.53M

Top Sellers

1
C
1
Cliffwater
California
$3.61M
2
BCM
2
Bridgeway Capital Management
Texas
$227K
3
SS
3
Sunbelt Securities
Texas
$538K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$9.53M
5
SWM
5
Spire Wealth Management
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$409K 36,421 – –
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$401K 35,773 -11,926 -25%
RJA
28
Raymond James & Associates
Florida
$386K 34,435 +1,520 +5%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$369K 32,867 -2,730 -8%
UBS Group
30
UBS Group
Switzerland
$361K 32,149 -4,979 -13%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$361K 32,198 +53 +0.2%
SI
32
Stephens Inc
Arkansas
$359K 31,958 -1,263 -4%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$300K 26,741 -903 -3%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$299K 26,656 +26,656 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$269K 23,981 -25 -0.1%
Cerity Partners
36
Cerity Partners
New York
$254K 22,615 -1,084 -5%
LG
37
LaFleur & Godfrey
Michigan
$245K 21,800 – –
FCH
38
Freestone Capital Holdings
Washington
$238K 21,249 +418 +2%
BCM
39
Bridgeway Capital Management
Texas
$227K 20,234 -27,875 -58%
FG
40
Fiduciary Group
Georgia
$224K 20,000 +7,000 +54%
CT
41
Chicago Trust
Illinois
$211K 18,765 – –
LC
42
Lindbrook Capital
California
$199K 17,745 – –
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$198K 17,676 – –
SAA
44
Southeast Asset Advisors
Georgia
$180K 16,000 – –
AIA
45
Alera Investment Advisors
Illinois
$180K 16,026 – –
CAAS
46
Capital Asset Advisory Services
Michigan
$166K 14,785 +320 +2%
CFD
47
Creative Financial Designs
Indiana
$163K 14,500 +239 +2%
Truist Financial
48
Truist Financial
North Carolina
$163K 14,513 +700 +5%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$162K 14,406 -1,161 -7%
DWT
50
Dorsey & Whitney Trust
South Dakota
$153K 13,605 – –
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