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Monroe Capital Corp
MRCC

Overview Fund Activity

75 hedge funds and large institutions have $33M invested in Monroe Capital Corp in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 12 closing their positions.

Holders
75
Holders Change
-6
Holders Change %
-7.41%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
19
Closed
12
Calls
$117K
Puts
$24K
Net Calls
+$93K
Net Calls Change
+$38K

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$517K
2
Millennium Management
2
Millennium Management
New York
$756K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.2M
4
SIA
4
Schechter Investment Advisors
Michigan
$1.28M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.76M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$108K
3
MA
3
MAS Advisors
Florida
$0
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$496K
5
DWT
5
Dorsey & Whitney Trust
South Dakota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GFS
51
GYL Financial Synergies
Connecticut
$126K -$1.86K -227 -1%
TI
52
Trexquant Investment
Connecticut
$117K -$43.3K -5,296 -27%
CCA
53
Cobblestone Capital Advisors
New York
$109K +$109K +13,335 New
Citadel Advisors
54
Citadel Advisors
Florida
$108K -$273K -33,378 -72%
AWA
55
Arkadios Wealth Advisors
Georgia
$103K – – –
Wells Fargo
56
Wells Fargo
California
$94.4K -$28.1K -3,439 -23%
AL
57
Aspiriant LLC
California
$90K – – –
Bank of America
58
Bank of America
North Carolina
$89.9K – – –
CFD
59
Creative Financial Designs
Indiana
$89.6K +$1.92K +235 +2%
GWSG
60
GPS Wealth Strategies Group
Colorado
$83.7K – – –
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$83.2K +$83.2K +10,176 New
LC
62
Lindbrook Capital
California
$77.7K – – –
TF
63
Tompkins Financial
New York
$71.3K – – –
CP
64
Castleview Partners
Texas
$39.9K +$39.9K +4,879 New
CA
65
Crewe Advisors
Utah
$22.9K – – –
BCWM
66
Bartlett & Co Wealth Management
Ohio
$16.4K – – –
BC
67
Bartlett & Co
Ohio
$16K – – –
HI
68
Harbour Investments
Wisconsin
$13.8K +$237 +29 +2%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$12.5K – – –
BFEC
70
Benjamin F. Edwards & Company
Missouri
$6K +$2.79K +343 +87%
NSIM
71
North Star Investment Management
Illinois
$5.73K – – –
JWM
72
Janiczek Wealth Management
Colorado
$4.47K – – –
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
CAS
74
Coppell Advisory Solutions
Texas
$955 +$955 +120 New
VWM
75
Venturi Wealth Management
Texas
$213 +$213 +26 New
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