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Monroe Capital Corp
MRCC

Overview Fund Activity

78 hedge funds and large institutions have $294M invested in Monroe Capital Corp in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
34
Reduced
20
Closed
3
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$113K

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$440K
2
LG
2
LaFleur & Godfrey
Michigan
$551K
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$322K
4
SS
4
Sunbelt Securities
Texas
$390K
5
BlackRock
5
BlackRock
New York
$867K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$296K
2
SIA
2
Schechter Investment Advisors
Michigan
$701K
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$1.12M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.77M
5
TI
5
Trexquant Investment
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$401K +$638 +75 +0.2%
SS
27
Sunbelt Securities
Texas
$390K +$295K +35,578 +308%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$322K +$322K +37,936 New
FG
29
Fiduciary Group
Georgia
$315K +$17K +2,000 +6%
RWM
30
Ritholtz Wealth Management
New York
$313K +$23.8K +2,803 +8%
OC
31
Oppenheimer & Co
New York
$310K +$142K +16,699 +84%
GSIAS
32
Garden State Investment Advisory Services
New Jersey
$308K +$87.3K +10,270 +39%
IAIM
33
International Assets Investment Management
Florida
$296K -$1.61M -186,298 -84%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$281K +$2.27K +267 +0.8%
MA
35
MAS Advisors
Florida
$251K +$9.01K +1,060 +4%
ODG
36
O'Dell Group
Ohio
$234K +$3.79K +365 +2%
CCM
37
Chiron Capital Management
Florida
$228K -$51K -6,005 -18%
FCH
38
Freestone Capital Holdings
Washington
$226K +$6.46K +760 +3%
CD
39
Chapin Davis
Maryland
$210K – – –
Lido Advisors
40
Lido Advisors
California
$202K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$192K +$11K +1,295 +6%
CCA
42
Cobblestone Capital Advisors
New York
$192K – – –
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$188K -$36K -4,241 -16%
LPL Financial
44
LPL Financial
California
$161K -$11.8K -1,383 -7%
CT
45
Chicago Trust
Illinois
$160K – – –
Osaic Holdings
46
Osaic Holdings
Arizona
$156K -$13K -1,535 -8%
SWA
47
Stratos Wealth Advisors
Ohio
$150K +$4.39K +516 +3%
Canada Life
48
Canada Life
Manitoba, Canada
$144K -$13K -1,531 -8%
SAA
49
Southeast Asset Advisors
Georgia
$136K – – –
Truist Financial
50
Truist Financial
North Carolina
$134K -$35.6K -4,186 -21%
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