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Monroe Capital Corp
MRCC

Overview Fund Activity

78 hedge funds and large institutions have $37.7M invested in Monroe Capital Corp in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 1 closing their positions.

Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
23
Reduced
19
Closed
1
Calls
$7K
Puts
$2K
Net Calls
+$5K
Net Calls Change
-$200K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$751K
2
Citadel Advisors
2
Citadel Advisors
Florida
$433K
3
BlackRock
3
BlackRock
New York
$1.34M
4
CCM
4
Covington Capital Management
California
$179K
5
AWA
5
Arkadios Wealth Advisors
Georgia
$150K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.77M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$693K
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$0
4
AAM
4
Advisors Asset Management
Colorado
$1.5M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$742K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$7.66M 847,913 +6,243 +0.7%
William Blair & Company
2
William Blair & Company
Illinois
$3.98M 440,418 +15,936 +4%
C
3
Cliffwater
California
$3.02M 334,109 +6,793 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.77M 195,466 -50,075 -20%
AAM
5
Advisors Asset Management
Colorado
$1.5M 166,140 -26,807 -14%
BlackRock
6
BlackRock
New York
$1.34M 148,218 +20,690 +16%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.14M 126,356 +901 +0.7%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$1.01M 112,100 -900 -0.8%
MCM
9
McKinley Capital Management
Alaska
$970K 107,419 +441 +0.4%
Two Sigma Investments
10
Two Sigma Investments
New York
$949K 105,039 -7,078 -6%
OC
11
Oppenheimer & Co
New York
$912K 100,974 +927 +0.9%
SIA
12
Schechter Investment Advisors
Michigan
$852K 94,352 -10,000 -10%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$759K 84,004 – –
Goldman Sachs
14
Goldman Sachs
New York
$751K 83,183 +83,183 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$742K 82,225 -23,163 -22%
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$693K 76,760 -45,953 -37%
USCWA
17
U.S. Capital Wealth Advisors
Texas
$519K 57,480 +2,500 +5%
Citadel Advisors
18
Citadel Advisors
Florida
$433K 47,933 +27,938 +140%
BL
19
Balentine LLC
Georgia
$429K 47,541 – –
CC
20
Claybrook Capital
Massachusetts
$359K 39,753 – –
Morgan Stanley
21
Morgan Stanley
New York
$315K 34,906 -6,743 -16%
LPL Financial
22
LPL Financial
California
$305K 33,742 -2,601 -7%
ACP
23
Ashfield Capital Partners
California
$295K 32,678 – –
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$277K 30,062 -1,196 -4%
VEA
25
Virtus ETF Advisers
New York
$272K 30,172 +789 +3%
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