MRCC icon

Monroe Capital Corp
MRCC

Overview Fund Activity

79 hedge funds and large institutions have $27.3M invested in Monroe Capital Corp in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
24
Reduced
17
Closed
8
Calls
$171K
Puts
$110K
Net Calls
+$61K
Net Calls Change
-$32K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$438K
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$296K
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$825K
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$692K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$796K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$124K
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$0
3
Millennium Management
3
Millennium Management
New York
$145K
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$0
5
CAN
5
Cetera Advisor Networks
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
51
Cobblestone Capital Advisors
New York
$114K +$14.6K +1,960 +15%
SWA
52
Stratos Wealth Advisors
Ohio
$112K +$112K +15,044 New
CD
53
Chapin Davis
Maryland
$112K +$112K +15,000 New
OSAM
54
O'Shaughnessy Asset Management
Connecticut
$106K +$106K +14,228 New
Truist Financial
55
Truist Financial
North Carolina
$95.9K +$95.9K +12,873 New
AWA
56
Arkadios Wealth Advisors
Georgia
$93.7K – – –
WG
57
Winton Group
United Kingdom
$86.9K +$86.9K +11,667 New
EH
58
Equitable Holdings
New York
$86.8K +$86.8K +11,650 New
Wells Fargo
59
Wells Fargo
California
$86K – – –
SS
60
Sunbelt Securities
Texas
$86K -$93.1K -12,500 -52%
CFD
61
Creative Financial Designs
Indiana
$83.6K +$2K +269 +2%
AL
62
Aspiriant LLC
California
$82K – – –
Bank of America
63
Bank of America
North Carolina
$81.9K – – –
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$77.5K +$77.5K +10,403 New
GWSG
65
GPS Wealth Strategies Group
Colorado
$76.2K – – –
RIL
66
Rothschild Investment LLC
Illinois
$75K +$75K +10,000 New
LC
67
Lindbrook Capital
California
$70.8K – – –
TF
68
Tompkins Financial
New York
$64.9K – – –
CA
69
Crewe Advisors
Utah
$20.9K – – –
BC
70
Bartlett & Co
Ohio
$15K – – –
BCWM
71
Bartlett & Co Wealth Management
Ohio
$14.9K – – –
HI
72
Harbour Investments
Wisconsin
$12.6K – – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$11.4K – – –
BFEC
74
Benjamin F. Edwards & Company
Missouri
$6K +$204 +26 +4%
NSIM
75
North Star Investment Management
Illinois
$5.22K – – –
1 2
3
4