MRCC icon

Monroe Capital Corp
MRCC

Overview Fund Activity

81 hedge funds and large institutions have $29.9M invested in Monroe Capital Corp in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
24
Closed
7
Calls
$76K
Puts
$21K
Net Calls
+$55K
Net Calls Change
+$23K

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$294K
2
AWS
2
Atria Wealth Solutions
New York
$292K
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$253K
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$600K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.72M

Top Sellers

1
C
1
Cliffwater
California
$600K
2
MCM
2
McKinley Capital Management
Alaska
$0
3
OC
3
Oppenheimer & Co
New York
$227K
4
BlackRock
4
BlackRock
New York
$859K
5
Millennium Management
5
Millennium Management
New York
$495K
Name Market Value Shares Shares
Change 		Shares
Change %
GFS
51
GYL Financial Synergies
Connecticut
$119K 15,608 +566 +4%
Wells Fargo
52
Wells Fargo
California
$115K 14,980 -2 -0%
AMC
53
Asset Management Corp
Illinois
$112K 14,611 +14,611 New
DWT
54
Dorsey & Whitney Trust
South Dakota
$104K 13,605 – –
AWA
55
Arkadios Wealth Advisors
Georgia
$96.2K 12,579 -3,677 -23%
TWC
56
TD Waterhouse Canada
Ontario, Canada
$92K 11,800 – –
VF
57
Virtu Financial
New York
$85K 11,104 +11,104 New
AL
58
Aspiriant LLC
California
$84.2K 11,000 – –
Bank of America
59
Bank of America
North Carolina
$84.1K 10,988 -22 -0.2%
QC
60
Quadrature Capital
United Kingdom
$82.9K 10,898 +10,898 New
CFD
61
Creative Financial Designs
Indiana
$82K 10,722 -5,059 -32%
Truist Financial
62
Truist Financial
North Carolina
$78.9K 10,313 – –
GWSG
63
GPS Wealth Strategies Group
Colorado
$78.2K 10,227 – –
LC
64
Lindbrook Capital
California
$72.7K 9,500 -9,000 -49%
TF
65
Tompkins Financial
New York
$66.6K 8,712 – –
CA
66
Crewe Advisors
Utah
$21.4K 2,800 – –
BCWM
67
Bartlett & Co Wealth Management
Ohio
$15.3K 2,000 – –
BC
68
Bartlett & Co
Ohio
$15K 2,000 – –
HI
69
Harbour Investments
Wisconsin
$12.7K 1,656 +30 +2%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$11.7K 1,533 -1,000 -39%
BAM
71
Belpointe Asset Management
Nevada
$11.6K 1,513 +25 +2%
TRCT
72
Tower Research Capital (TRC)
New York
$8K 1,088 +1,088 New
KM
73
Kalos Management
Georgia
$7.65K 1,000 +1,000 New
NSIM
74
North Star Investment Management
Illinois
$5.36K 700 – –
AAS
75
Ameritas Advisory Services
Nebraska
$4.68K 606 +606 New
1 2
3
4