MRCC icon

Monroe Capital Corp
MRCC

Overview Fund Activity

80 hedge funds and large institutions have $38.1M invested in Monroe Capital Corp in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
18
Closed
4
Calls
$54K
Puts
$22K
Net Calls
+$32K
Net Calls Change
+$28K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$909K
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.6M
3
Cerity Partners
3
Cerity Partners
New York
$509K
4
HWM
4
HB Wealth Management
Georgia
$433K
5
Citadel Advisors
5
Citadel Advisors
Florida
$369K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$820K
2
Morgan Stanley
2
Morgan Stanley
New York
$220K
3
RJA
3
Raymond James & Associates
Florida
$0
4
AMC
4
Asset Management Corp
Illinois
$0
5
CA
5
Calton & Associates
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
51
Alera Investment Advisors
Illinois
$137K – – –
SAA
52
Southeast Asset Advisors
Georgia
$137K – – –
CFD
53
Creative Financial Designs
Indiana
$135K +$2.96K +346 +2%
GFS
54
GYL Financial Synergies
Connecticut
$128K -$5.26K -616 -4%
Wells Fargo
55
Wells Fargo
California
$128K +$29.4K +3,441 +30%
DWT
56
Dorsey & Whitney Trust
South Dakota
$116K – – –
TWC
57
TD Waterhouse Canada
Ontario, Canada
$104K +$11.4K +1,300 +12%
Bank of America
58
Bank of America
North Carolina
$94K – – –
AL
59
Aspiriant LLC
California
$93.9K +$8.54K +1,000 +10%
Truist Financial
60
Truist Financial
North Carolina
$88.1K – – –
GWSG
61
GPS Wealth Strategies Group
Colorado
$87.3K +$23.7K +2,777 +37%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$85.4K – – –
TF
63
Tompkins Financial
New York
$74K – – –
CA
64
Crewe Advisors
Utah
$23.9K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$21.6K – – –
BCWM
66
Bartlett & Co Wealth Management
Ohio
$17.1K – – –
BC
67
Bartlett & Co
Ohio
$17K – – –
HI
68
Harbour Investments
Wisconsin
$13.9K +$11.3K +1,326 +442%
BAM
69
Belpointe Asset Management
Nevada
$12.7K +$12.7K +1,488 New
NSIM
70
North Star Investment Management
Illinois
$5.98K – – –
JWM
71
Janiczek Wealth Management
Colorado
$4.52K +$128 +15 +3%
Simplex Trading
72
Simplex Trading
Illinois
$4K -$411 -54 -9%
ASN
73
Advisory Services Network
Georgia
$3.67K +$3.67K +430 New
1832 Asset Management
74
1832 Asset Management
Ontario, Canada
$3.42K +$3.42K +400 New
BFEC
75
Benjamin F. Edwards & Company
Missouri
$3K +$86 +11 +3%
1 2
3
4