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Monroe Capital Corp
MRCC

Overview Fund Activity

73 hedge funds and large institutions have $29.7M invested in Monroe Capital Corp in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
73
Holders Change
-5
Holders Change %
-6.41%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
29
Reduced
15
Closed
10
Calls
$89K
Puts
$85K
Net Calls
+$4K
Net Calls Change
-$1K

Top Buyers

1
SIA
1
Schechter Investment Advisors
Michigan
$999K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.53M
3
William Blair & Company
3
William Blair & Company
Illinois
$3.3M
4
TI
4
Trexquant Investment
Connecticut
$202K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$103K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Cerity Partners
3
Cerity Partners
New York
$0
4
WANY
4
Wealthspire Advisors (New York)
New York
$0
5
QC
5
Quadrature Capital
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$6.2M 856,580 +8,667 +1%
William Blair & Company
2
William Blair & Company
Illinois
$3.3M 456,281 +15,863 +4%
C
3
Cliffwater
California
$2.49M 343,568 +9,459 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.53M 211,789 +16,323 +8%
AAM
5
Advisors Asset Management
Colorado
$1.19M 164,664 -1,476 -0.9%
BlackRock
6
BlackRock
New York
$1.12M 154,897 +6,679 +5%
SIA
7
Schechter Investment Advisors
Michigan
$999K 138,025 +43,673 +46%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$918K 126,812 +456 +0.4%
MCM
9
McKinley Capital Management
Alaska
$755K 104,265 -3,154 -3%
OC
10
Oppenheimer & Co
New York
$695K 96,041 -4,933 -5%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$689K 95,200 -16,900 -15%
Two Sigma Investments
12
Two Sigma Investments
New York
$656K 90,632 -14,407 -14%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$621K 85,784 +3,559 +4%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$608K 84,004 – –
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$475K 65,648 -11,112 -14%
USCWA
16
U.S. Capital Wealth Advisors
Texas
$417K 57,563 +83 +0.1%
BL
17
Balentine LLC
Georgia
$344K 47,541 – –
CC
18
Claybrook Capital
Massachusetts
$288K 39,753 – –
Morgan Stanley
19
Morgan Stanley
New York
$285K 39,375 +4,469 +13%
LPL Financial
20
LPL Financial
California
$276K 38,061 +4,319 +13%
FG
21
Fiduciary Group
Georgia
$261K 32,000 +3,050 +11%
ACP
22
Ashfield Capital Partners
California
$237K 32,678 – –
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$219K 30,229 +167 +0.6%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$216K 29,884 +3,676 +14%
UBS Group
25
UBS Group
Switzerland
$206K 28,498 -186 -0.6%
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