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Monroe Capital Corp
MRCC

Overview Fund Activity

80 hedge funds and large institutions have $38.1M invested in Monroe Capital Corp in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
18
Closed
4
Calls
$54K
Puts
$22K
Net Calls
+$32K
Net Calls Change
+$28K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$909K
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.6M
3
Cerity Partners
3
Cerity Partners
New York
$509K
4
HWM
4
HB Wealth Management
Georgia
$433K
5
Citadel Advisors
5
Citadel Advisors
Florida
$369K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$820K
2
Morgan Stanley
2
Morgan Stanley
New York
$220K
3
RJA
3
Raymond James & Associates
Florida
$0
4
AMC
4
Asset Management Corp
Illinois
$0
5
CA
5
Calton & Associates
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$277K +$33.7K +3,946 +14%
FG
27
Fiduciary Group
Georgia
$269K -$4.27K -500 -2%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$259K +$718 +84 +0.3%
FAM
29
Family Asset Management
South Carolina
$233K +$233K +27,340 New
MA
30
MAS Advisors
Florida
$226K +$44.5K +5,216 +25%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$223K +$117K +13,713 +111%
TI
32
Trexquant Investment
Connecticut
$221K -$17.3K -2,026 -7%
Morgan Stanley
33
Morgan Stanley
New York
$220K -$116K -13,633 -35%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$212K -$43K -5,040 -17%
Canada Life
35
Canada Life
Manitoba, Canada
$208K +$4.58K +536 +2%
SS
36
Sunbelt Securities
Texas
$205K -$5.55K -650 -3%
ODG
37
O'Dell Group
Ohio
$202K +$51.5K +5,096 +34%
CCM
38
Chiron Capital Management
Florida
$194K -$1.84K -215 -0.9%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$187K -$3.21K -375 -2%
VEA
40
Virtus ETF Advisers
New York
$187K -$46.3K -5,416 -20%
LG
41
LaFleur & Godfrey
Michigan
$186K – – –
CAN
42
Cetera Advisor Networks
California
$184K +$184K +21,497 New
FCH
43
Freestone Capital Holdings
Washington
$173K +$5.53K +648 +3%
FFM
44
Forum Financial Management
Illinois
$171K – – –
SI
45
Stephens Inc
Arkansas
$170K -$41.8K -4,898 -20%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$167K -$18.1K -2,118 -10%
CT
47
Chicago Trust
Illinois
$160K – – –
LC
48
Lindbrook Capital
California
$158K +$26.4K +3,090 +20%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$145K +$24.9K +2,924 +21%
AWA
50
Arkadios Wealth Advisors
Georgia
$139K -$20.7K -2,422 -13%
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