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Monroe Capital Corp
MRCC

Overview Fund Activity

78 hedge funds and large institutions have $37.7M invested in Monroe Capital Corp in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
23
Reduced
19
Closed
1
Calls
$7K
Puts
$2K
Net Calls
+$5K
Net Calls Change
-$200K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$751K
2
Citadel Advisors
2
Citadel Advisors
Florida
$433K
3
BlackRock
3
BlackRock
New York
$1.34M
4
CCM
4
Covington Capital Management
California
$179K
5
AWA
5
Arkadios Wealth Advisors
Georgia
$150K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.77M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$693K
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$0
4
AAM
4
Advisors Asset Management
Colorado
$1.5M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$742K
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$131K – – –
Baird Financial Group
52
Baird Financial Group
Wisconsin
$129K -$775 -86 -0.6%
WANY
53
Wealthspire Advisors (New York)
New York
$126K +$126K +13,947 New
QC
54
Quadrature Capital
United Kingdom
$125K +$125K +13,851 New
DWT
55
Dorsey & Whitney Trust
South Dakota
$123K – – –
AMC
56
Asset Management Corp
Illinois
$121K +$3.03K +334 +3%
MA
57
MAS Advisors
Florida
$121K +$121K +13,496 New
TI
58
Trexquant Investment
Connecticut
$116K +$116K +12,881 New
VF
59
Virtu Financial
New York
$114K +$114K +12,642 New
CA
60
Calton & Associates
Florida
$104K +$207 +23 +0.2%
Bank of America
61
Bank of America
North Carolina
$99K -$2.99K -333 -3%
TWC
62
TD Waterhouse Canada
Ontario, Canada
$97K +$97K +10,500 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$90K – – –
AL
64
Aspiriant LLC
California
$90K +$90K +10,000 New
TF
65
Tompkins Financial
New York
$79K – – –
Acadian Asset Management
66
Acadian Asset Management
Massachusetts
$68K +$68K +7,531 New
GWSG
67
GPS Wealth Strategies Group
Colorado
$67K – – –
CA
68
Crewe Advisors
Utah
$25K – – –
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$23K – – –
BCWM
70
Bartlett & Co Wealth Management
Ohio
$18.1K – – –
BC
71
Bartlett & Co
Ohio
$18K – – –
TRCT
72
Tower Research Capital (TRC)
New York
$11K +$5.98K +640 +119%
AW
73
ACG Wealth
Georgia
$9K +$9K +1,000 New
NSIM
74
North Star Investment Management
Illinois
$6K – – –
ACM
75
Aquatic Capital Management
Illinois
$5K +$5K +500 New
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