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Monroe Capital Corp
MRCC

Overview Fund Activity

70 hedge funds and large institutions have $48.2M invested in Monroe Capital Corp in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
20
Reduced
21
Closed
7
Calls
$354K
Puts
$160K
Net Calls
+$194K
Net Calls Change
+$100K

Top Buyers

1
USCWA
1
U.S. Capital Wealth Advisors
Texas
$650K
2
QC
2
Quadrature Capital
United Kingdom
$411K
3
VEA
3
Virtus ETF Advisers
New York
$658K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$299K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.53M

Top Sellers

1
C
1
Cliffwater
California
$3.61M
2
BCM
2
Bridgeway Capital Management
Texas
$227K
3
SS
3
Sunbelt Securities
Texas
$538K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$9.53M
5
SWM
5
Spire Wealth Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
51
Jump Financial
Illinois
$148K +$148K +13,171 New
AMC
52
Asset Management Corp
Illinois
$133K +$2.8K +250 +2%
CA
53
Calton & Associates
Florida
$131K -$746 -67 -0.6%
Bank of America
54
Bank of America
North Carolina
$123K – – –
CPIG
55
Chicago Partners Investment Group
Illinois
$121K +$1.49K +135 +1%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$112K +$112K +10,000 New
LWA
57
Lenox Wealth Advisors
New York
$91K – – –
GWSG
58
GPS Wealth Strategies Group
Colorado
$84K – – –
Canada Life
59
Canada Life
Manitoba, Canada
$75K -$864 -77 -1%
Wells Fargo
60
Wells Fargo
California
$50K -$9.06K -802 -15%
Acadian Asset Management
61
Acadian Asset Management
Massachusetts
$39K -$80.9K -7,257 -67%
CA
62
Crewe Advisors
Utah
$31K – – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$28K – – –
CBT
64
CoreFirst Bank & Trust
Kansas
$27K – – –
TWC
65
TD Waterhouse Canada
Ontario, Canada
$21.1K +$21.1K +1,900 New
ACM
66
Aquatic Capital Management
Illinois
$18K +$18K +1,616 New
NSIM
67
North Star Investment Management
Illinois
$8K – – –
SWM
68
Spire Wealth Management
Virginia
– -$197K -19,000 Closed
ZIG
69
Zuckerman Investment Group
Illinois
– -$177K -17,000 Closed
WANY
70
Wealthspire Advisors (New York)
New York
– -$134K -12,905 Closed
HI
71
Harbour Investments
Wisconsin
– -$23K -2,171 Closed
TVWM
72
Tower View Wealth Management
Wisconsin
– -$10K -1,000 Closed
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