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Monroe Capital Corp
MRCC

Overview Fund Activity

81 hedge funds and large institutions have $27.9M invested in Monroe Capital Corp in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
32
Reduced
16
Closed
7
Calls
$145K
Puts
$104K
Net Calls
+$41K
Net Calls Change
-$20K

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$1.19M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$433K
3
HighTower Advisors
3
HighTower Advisors
Illinois
$701K
4
Morgan Stanley
4
Morgan Stanley
New York
$784K
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$401K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$0
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$0
3
C
3
Cliffwater
California
$0
4
TWC
4
TD Waterhouse Canada
Ontario, Canada
$34.4K
5
VEA
5
Virtus ETF Advisers
New York
$261K
Name Holding Trade Value Shares
Change 		Shares
Change %
VEA
26
Virtus ETF Advisers
New York
$261K -$84.7K -11,983 -24%
OC
27
Oppenheimer & Co
New York
$256K +$11.9K +1,687 +5%
ODG
28
O'Dell Group
Ohio
$214K – – –
Baird Financial Group
29
Baird Financial Group
Wisconsin
$209K +$80.2K +11,346 +62%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$199K -$34.4K -4,866 -15%
FAM
31
Family Asset Management
South Carolina
$193K – – –
Squarepoint
32
Squarepoint
New York
$190K +$79K +11,176 +71%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$186K -$58.3K -8,230 -24%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$182K +$791 +112 +0.4%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$170K +$69.9K +9,887 +69%
CCA
36
Cobblestone Capital Advisors
New York
$170K +$61.7K +8,733 +57%
FCH
37
Freestone Capital Holdings
Washington
$161K +$5.07K +718 +3%
LG
38
LaFleur & Godfrey
Michigan
$154K – – –
SAG
39
Spotlight Asset Group
Illinois
$153K – – –
IAIM
40
International Assets Investment Management
Florida
$150K +$150K +21,252 New
CT
41
Chicago Trust
Illinois
$133K – – –
GFS
42
GYL Financial Synergies
Connecticut
$128K -$18.2K -2,580 -13%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$124K +$124K +17,584 New
Canada Life
44
Canada Life
Manitoba, Canada
$119K -$22.1K -3,171 -16%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$119K +$1.64K +232 +1%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$116K -$14.4K -2,041 -11%
SI
47
Stephens Inc
Arkansas
$115K +$5.06K +716 +5%
SAA
48
Southeast Asset Advisors
Georgia
$113K – – –
BL
49
Balentine LLC
Georgia
$112K – – –
SWA
50
Stratos Wealth Advisors
Ohio
$110K +$3.8K +538 +4%
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