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Monroe Capital Corp
MRCC

Overview Fund Activity

81 hedge funds and large institutions have $27.9M invested in Monroe Capital Corp in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
32
Reduced
16
Closed
7
Calls
$145K
Puts
$104K
Net Calls
+$41K
Net Calls Change
-$20K

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$1.19M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$433K
3
HighTower Advisors
3
HighTower Advisors
Illinois
$701K
4
Morgan Stanley
4
Morgan Stanley
New York
$784K
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$401K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$0
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$0
3
C
3
Cliffwater
California
$0
4
TWC
4
TD Waterhouse Canada
Ontario, Canada
$34.4K
5
VEA
5
Virtus ETF Advisers
New York
$261K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$106K -$21.5K -3,046 -17%
CD
52
Chapin Davis
Maryland
$106K – – –
Millennium Management
53
Millennium Management
New York
$92.7K -$44.8K -6,347 -33%
Truist Financial
54
Truist Financial
North Carolina
$90.9K – – –
AIA
55
Alera Investment Advisors
Illinois
$90.5K -$22.8K -3,221 -20%
AWA
56
Arkadios Wealth Advisors
Georgia
$88.9K – – –
MA
57
MAS Advisors
Florida
$83.5K +$83.5K +11,825 New
WG
58
Winton Group
United Kingdom
$82.5K +$113 +16 +0.1%
EH
59
Equitable Holdings
New York
$82.3K – – –
SS
60
Sunbelt Securities
Texas
$81.5K – – –
CFD
61
Creative Financial Designs
Indiana
$81.4K +$2.04K +289 +3%
AL
62
Aspiriant LLC
California
$77.7K – – –
Bank of America
63
Bank of America
North Carolina
$77.6K – – –
GWSG
64
GPS Wealth Strategies Group
Colorado
$72.3K – – –
RIL
65
Rothschild Investment LLC
Illinois
$70.7K – – –
TF
66
Tompkins Financial
New York
$61.6K – – –
LC
67
Lindbrook Capital
California
$53K -$14.1K -2,000 -21%
CIA
68
Cape Investment Advisory
Georgia
$40.2K +$40.2K +5,697 New
TWC
69
TD Waterhouse Canada
Ontario, Canada
$34.4K -$122K -17,000 -78%
CA
70
Crewe Advisors
Utah
$19.8K – – –
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$19.7K +$19.7K +2,787 New
TRCT
72
Tower Research Capital (TRC)
New York
$12.9K +$12.9K +1,825 New
HI
73
Harbour Investments
Wisconsin
$12.1K +$233 +33 +2%
NSIM
74
North Star Investment Management
Illinois
$12K +$7.07K +1,000 +143%
Wells Fargo
75
Wells Fargo
California
$10.9K -$70.6K -9,999 -87%
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