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Monroe Capital Corp
MRCC

Overview Fund Activity

81 hedge funds and large institutions have $27.6M invested in Monroe Capital Corp in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
29
Reduced
18
Closed
11
Calls
$295K
Puts
$167K
Net Calls
+$128K
Net Calls Change
+$87K

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$748K
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$964K
3
QC
3
Quadrature Capital
United Kingdom
$327K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.47M
5
MA
5
MAS Advisors
Florida
$200K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
USCWA
2
U.S. Capital Wealth Advisors
Texas
$0
3
FFM
3
Forum Financial Management
Illinois
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$441K
5
CCM
5
Chiron Capital Management
Florida
$260K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$99K -$19.9K -2,750 -17%
LC
52
Lindbrook Capital
California
$97.2K +$43.2K +6,000 +80%
Ameriprise
53
Ameriprise
Minnesota
$95.9K +$95.9K +13,315 New
AIA
54
Alera Investment Advisors
Illinois
$92.2K – – –
AWA
55
Arkadios Wealth Advisors
Georgia
$90.6K – – –
EH
56
Equitable Holdings
New York
$86K +$2.17K +301 +3%
SS
57
Sunbelt Securities
Texas
$83.1K – – –
CFD
58
Creative Financial Designs
Indiana
$82.9K – – –
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$82.7K +$82.7K +11,490 New
RJA
60
Raymond James & Associates
Florida
$79.4K +$79.4K +11,027 New
AL
61
Aspiriant LLC
California
$79.2K – – –
Bank of America
62
Bank of America
North Carolina
$79.1K – – –
GWSG
63
GPS Wealth Strategies Group
Colorado
$73.6K – – –
RIL
64
Rothschild Investment LLC
Illinois
$72K – – –
TF
65
Tompkins Financial
New York
$62.7K – – –
TWC
66
TD Waterhouse Canada
Ontario, Canada
$34.7K – – –
Simplex Trading
67
Simplex Trading
Illinois
$34K +$34K +4,747 New
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$31.8K +$31.8K +4,380 New
Acadian Asset Management
69
Acadian Asset Management
Massachusetts
$24K +$24K +3,343 New
FIM
70
Fernwood Investment Management
Massachusetts
$21.6K +$21.6K +3,000 New
CA
71
Crewe Advisors
Utah
$20.2K – – –
Wells Fargo
72
Wells Fargo
California
$11.1K -$7 -1 -0.1%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$11K – – –
HI
74
Harbour Investments
Wisconsin
$9.74K -$2.63K -365 -21%
NSIM
75
North Star Investment Management
Illinois
$5.04K -$7.2K -1,000 -59%
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