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Monroe Capital Corp
MRCC

Overview Fund Activity

78 hedge funds and large institutions have $37.7M invested in Monroe Capital Corp in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 1 closing their positions.

Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
23
Reduced
19
Closed
1
Calls
$7K
Puts
$2K
Net Calls
+$5K
Net Calls Change
-$200K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$751K
2
Citadel Advisors
2
Citadel Advisors
Florida
$433K
3
BlackRock
3
BlackRock
New York
$1.34M
4
CCM
4
Covington Capital Management
California
$179K
5
AWA
5
Arkadios Wealth Advisors
Georgia
$150K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.77M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$693K
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$0
4
AAM
4
Advisors Asset Management
Colorado
$1.5M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$742K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$259K +$1.68K +186 +0.7%
FG
27
Fiduciary Group
Georgia
$258K +$57.5K +6,450 +29%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$236K -$10.8K -1,203 -4%
SI
29
Stephens Inc
Arkansas
$227K +$959 +106 +0.4%
SS
30
Sunbelt Securities
Texas
$223K +$20.8K +2,300 +10%
Wells Fargo
31
Wells Fargo
California
$222K -$135K -14,882 -38%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$215K -$27.1K -2,991 -11%
Canada Life
33
Canada Life
Manitoba, Canada
$201K +$140K +15,769 +228%
LG
34
LaFleur & Godfrey
Michigan
$197K – – –
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$196K -$9.38K -1,043 -5%
FFM
36
Forum Financial Management
Illinois
$181K – – –
CCM
37
Covington Capital Management
California
$179K +$179K +19,816 New
FCH
38
Freestone Capital Holdings
Washington
$172K -$23.3K -2,584 -12%
CT
39
Chicago Trust
Illinois
$169K – – –
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$160K – – –
Cerity Partners
41
Cerity Partners
New York
$159K -$24K -2,661 -13%
ODG
42
O'Dell Group
Ohio
$151K +$50.4K +4,954 +50%
AWA
43
Arkadios Wealth Advisors
Georgia
$150K +$150K +16,569 New
RJA
44
Raymond James & Associates
Florida
$148K -$68.9K -7,616 -32%
AIA
45
Alera Investment Advisors
Illinois
$145K – – –
SAA
46
Southeast Asset Advisors
Georgia
$144K – – –
CCM
47
Chiron Capital Management
Florida
$143K +$22.1K +2,445 +18%
GFS
48
GYL Financial Synergies
Connecticut
$141K +$434 +48 +0.3%
CFD
49
Creative Financial Designs
Indiana
$136K +$2.7K +299 +2%
LC
50
Lindbrook Capital
California
$131K – – –
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