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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 %
JWM
76
Janiczek Wealth Management
Colorado
$4.36K 547 +17 +3%
ASN
77
Advisory Services Network
Georgia
$3.44K 450 +20 +5%
BFEC
78
Benjamin F. Edwards & Company
Missouri
$3K 396 +13 +3%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$2K 200 – –
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$1.01K 131,435 +1,496 +1%
MCM
81
McKinley Capital Management
Alaska
– – -98,423 Closed
SAA
82
Southeast Asset Advisors
Georgia
– – -16,000 Closed
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
– – -12,685 Closed
Simplex Trading
84
Simplex Trading
Illinois
$0 1 -525 -100%
1832 Asset Management
85
1832 Asset Management
Ontario, Canada
– – -400 Closed
CAS
86
Coppell Advisory Solutions
Texas
– – -144 Closed
CASC
87
Coppell Advisory Solutions Corp
Texas
– – -144 Closed
Fidelity Investments
88
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
89
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4