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Monroe Capital Corp
MRCC

Overview Fund Activity

66 hedge funds and large institutions have $84.5M invested in Monroe Capital Corp in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
27
Reduced
14
Closed
11
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$2K

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$2.06M
2
William Blair & Company
2
William Blair & Company
Illinois
$13M
3
UBS Group
3
UBS Group
Switzerland
$7.11M
4
SMDAM
4
Sumitomo Mitsui DS Asset Management
Japan
$6.62M
5
AR
5
Advisory Research
Illinois
$6.86M

Top Sellers

1
HB
1
Homrich & Berg
Georgia
$0
2
AAM
2
Advisors Asset Management
Colorado
$5.59M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
ACM
4
Ativo Capital Management
Illinois
$0
5
AG
5
Advisor Group
Arizona
$133K
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
51
Liberty Capital Management
Michigan
$99K – – –
Macquarie Group
52
Macquarie Group
Australia
$97K +$97K +6,800 New
IWM
53
IHT Wealth Management
Illinois
$35K – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$28K – – –
VCM
55
Versant Capital Management
Arizona
$25K +$25K +1,764 New
SIA
56
SeaBridge Investment Advisors
New Jersey
$14K -$19.1K -1,350 -58%
IA
57
IFP Advisors
Florida
$14K +$2.79K +197 +25%
CG
58
Cutler Group
California
$12K -$4.13K -310 -26%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K -$85.2K -5,713 -89%
TRCT
60
Tower Research Capital (TRC)
New York
$11K +$11K +738 New
Deutsche Bank
61
Deutsche Bank
Germany
$10K – – –
US Bancorp
62
US Bancorp
Minnesota
$9K – – –
PCM
63
Penserra Capital Management
California
$3K +$80 +7 +3%
WIM
64
Westside Investment Management
California
$1.42K – – –
WFI
65
West Family Investments
California
$560 +$560 +39,116 New
HB
66
Homrich & Berg
Georgia
– -$2.05M -134,502 Closed
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
– -$1.22M -80,000 Closed
ACM
68
Ativo Capital Management
Illinois
– -$1.01M -66,013 Closed
VAM
69
Verity Asset Management
North Carolina
– -$329K -21,589 Closed
MWNA
70
Marshall Wace North America
New York
– -$225K -15,032 Closed
SPC
71
Sigma Planning Corp
Michigan
– -$209K -13,751 Closed
WSTAM
72
Wilbanks Smith & Thomas Asset Management
Virginia
– -$201K -13,223 Closed
YMRC
73
Yorktown Management & Research Company
Virginia
– -$198K -13,000 Closed
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
– -$114K -7,500 Closed
Creative Planning
75
Creative Planning
Kansas
– -$80K -5,225 Closed
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