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Monroe Capital Corp
MRCC

Overview Fund Activity

81 hedge funds and large institutions have $27.6M invested in Monroe Capital Corp in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
29
Reduced
18
Closed
11
Calls
$295K
Puts
$167K
Net Calls
+$128K
Net Calls Change
+$87K

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$748K
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$964K
3
QC
3
Quadrature Capital
United Kingdom
$327K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.47M
5
MA
5
MAS Advisors
Florida
$200K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
USCWA
2
U.S. Capital Wealth Advisors
Texas
$0
3
FFM
3
Forum Financial Management
Illinois
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$441K
5
CCM
5
Chiron Capital Management
Florida
$260K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$222K -$107K -14,825 -32%
ODG
27
O'Dell Group
Ohio
$220K +$6.34K +619 +3%
MA
28
MAS Advisors
Florida
$200K +$114K +15,902 +134%
IAIM
29
International Assets Investment Management
Florida
$198K +$44K +6,050 +28%
FAM
30
Family Asset Management
South Carolina
$197K – – –
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$194K +$8.04K +1,114 +4%
CD
32
Chapin Davis
Maryland
$187K +$79.2K +11,000 +73%
GFS
33
GYL Financial Synergies
Connecticut
$180K +$50.3K +6,988 +39%
CCA
34
Cobblestone Capital Advisors
New York
$177K +$3.56K +495 +2%
Lido Advisors
35
Lido Advisors
California
$171K -$155K -21,570 -48%
FCH
36
Freestone Capital Holdings
Washington
$170K +$5.58K +775 +3%
LG
37
LaFleur & Godfrey
Michigan
$157K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$152K -$37.7K -5,222 -20%
SAG
39
Spotlight Asset Group
Illinois
$148K – – –
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$143K -$266K -36,900 -65%
Canada Life
41
Canada Life
Manitoba, Canada
$143K +$20.5K +2,861 +17%
CT
42
Chicago Trust
Illinois
$135K – – –
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$121K -$266 -37 -0.2%
SI
44
Stephens Inc
Arkansas
$119K +$1.44K +200 +1%
SWA
45
Stratos Wealth Advisors
Ohio
$116K +$3.85K +535 +3%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$115K +$95.2K +13,223 +474%
SAA
47
Southeast Asset Advisors
Georgia
$115K – – –
BL
48
Balentine LLC
Georgia
$114K – – –
RWM
49
Ritholtz Wealth Management
New York
$111K +$111K +15,378 New
CAM
50
Cresset Asset Management
Illinois
$109K +$109K +15,125 New
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