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Monroe Capital Corp
MRCC

Overview Fund Activity

81 hedge funds and large institutions have $29.9M invested in Monroe Capital Corp in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
24
Closed
7
Calls
$76K
Puts
$21K
Net Calls
+$55K
Net Calls Change
+$23K

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$294K
2
AWS
2
Atria Wealth Solutions
New York
$292K
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$253K
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$600K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.72M

Top Sellers

1
C
1
Cliffwater
California
$600K
2
MCM
2
McKinley Capital Management
Alaska
$0
3
OC
3
Oppenheimer & Co
New York
$227K
4
BlackRock
4
BlackRock
New York
$859K
5
Millennium Management
5
Millennium Management
New York
$495K
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$253K 33,012 +23,012 +230%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$233K 30,408 +95 +0.3%
UBS Group
28
UBS Group
Switzerland
$231K 30,198 -2,246 -7%
OC
29
Oppenheimer & Co
New York
$227K 29,670 -71,166 -71%
CAN
30
Cetera Advisor Networks
California
$215K 28,152 +6,655 +31%
FAM
31
Family Asset Management
South Carolina
$209K 27,340 – –
ODG
32
O'Dell Group
Ohio
$206K 20,300 +251 +1%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$196K 25,569 -515 -2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$193K 25,176 +332 +1%
MA
35
MAS Advisors
Florida
$187K 24,384 -2,067 -8%
VEA
36
Virtus ETF Advisers
New York
$185K 24,166 +2,298 +11%
SS
37
Sunbelt Securities
Texas
$182K 24,040 – –
CCM
38
Chiron Capital Management
Florida
$179K 23,445 +705 +3%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$169K 22,133 +2,572 +13%
LG
40
LaFleur & Godfrey
Michigan
$167K 21,800 – –
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$163K 21,266 -599 -3%
FCH
42
Freestone Capital Holdings
Washington
$159K 20,787 +571 +3%
FFM
43
Forum Financial Management
Illinois
$153K 20,000 – –
Baird Financial Group
44
Baird Financial Group
Wisconsin
$153K 19,945 +2,916 +17%
TI
45
Trexquant Investment
Connecticut
$150K 19,584 -6,315 -24%
Canada Life
46
Canada Life
Manitoba, Canada
$148K 19,426 -4,924 -20%
CT
47
Chicago Trust
Illinois
$144K 18,765 – –
SI
48
Stephens Inc
Arkansas
$124K 16,263 -3,656 -18%
AIA
49
Alera Investment Advisors
Illinois
$123K 16,026 – –
BL
50
Balentine LLC
Georgia
$121K 15,847 -31,694 -67%
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