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Monroe Capital Corp
MRCC

Overview Fund Activity

75 hedge funds and large institutions have $33M invested in Monroe Capital Corp in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 12 closing their positions.

Holders
75
Holders Change
-6
Holders Change %
-7.41%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
19
Closed
12
Calls
$117K
Puts
$24K
Net Calls
+$93K
Net Calls Change
+$38K

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$517K
2
Millennium Management
2
Millennium Management
New York
$756K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.2M
4
SIA
4
Schechter Investment Advisors
Michigan
$1.28M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.76M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$108K
3
MA
3
MAS Advisors
Florida
$0
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$496K
5
DWT
5
Dorsey & Whitney Trust
South Dakota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
26
Fiduciary Group
Georgia
$299K – – –
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$270K – – –
CAN
28
Cetera Advisor Networks
California
$248K +$17.8K +2,181 +8%
UBS Group
29
UBS Group
Switzerland
$247K -$254 -31 -0.1%
FAM
30
Family Asset Management
South Carolina
$224K – – –
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$219K -$29.9K -3,657 -12%
ODG
32
O'Dell Group
Ohio
$211K +$2.91K +284 +1%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$209K – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$201K -$4.46K -547 -2%
SS
35
Sunbelt Securities
Texas
$197K – – –
VEA
36
Virtus ETF Advisers
New York
$192K -$5.61K -686 -3%
CCM
37
Chiron Capital Management
Florida
$192K +$82 +10 +0%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$180K -$793 -97 -0.4%
LG
39
LaFleur & Godfrey
Michigan
$178K – – –
TWC
40
TD Waterhouse Canada
Ontario, Canada
$177K +$81.4K +10,000 +85%
FCH
41
Freestone Capital Holdings
Washington
$175K +$5.25K +642 +3%
Canada Life
42
Canada Life
Manitoba, Canada
$164K +$4.64K +566 +3%
FFM
43
Forum Financial Management
Illinois
$164K – – –
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$162K -$12.4K -1,511 -7%
CT
45
Chicago Trust
Illinois
$153K – – –
Baird Financial Group
46
Baird Financial Group
Wisconsin
$149K -$14.1K -1,726 -9%
SI
47
Stephens Inc
Arkansas
$134K +$1.09K +133 +0.8%
AIA
48
Alera Investment Advisors
Illinois
$131K – – –
SAA
49
Southeast Asset Advisors
Georgia
$131K +$131K +16,000 New
BL
50
Balentine LLC
Georgia
$130K – – –
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