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Monroe Capital Corp
MRCC

Overview Fund Activity

80 hedge funds and large institutions have $38.1M invested in Monroe Capital Corp in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
18
Closed
4
Calls
$54K
Puts
$22K
Net Calls
+$32K
Net Calls Change
+$28K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$909K
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.6M
3
Cerity Partners
3
Cerity Partners
New York
$509K
4
HWM
4
HB Wealth Management
Georgia
$433K
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$385K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$820K
2
Morgan Stanley
2
Morgan Stanley
New York
$220K
3
RJA
3
Raymond James & Associates
Florida
$0
4
AMC
4
Asset Management Corp
Illinois
$0
5
CA
5
Calton & Associates
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$7.33M 858,322 +1,742 +0.2%
William Blair & Company
2
William Blair & Company
Illinois
$3.82M 447,323 -8,958 -2%
C
3
Cliffwater
California
$3.01M 351,966 +8,398 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.14M 250,595 +38,806 +18%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.6M 187,278 +101,494 +118%
BlackRock
6
BlackRock
New York
$1.36M 159,352 +4,455 +3%
SIA
7
Schechter Investment Advisors
Michigan
$1.18M 138,025 – –
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.11M 129,939 +3,127 +2%
Millennium Management
9
Millennium Management
New York
$909K 106,494 +106,494 New
OC
10
Oppenheimer & Co
New York
$861K 100,836 +4,795 +5%
MCM
11
McKinley Capital Management
Alaska
$841K 98,423 -5,842 -6%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$840K 98,400 +3,200 +3%
AAM
13
Advisors Asset Management
Colorado
$820K 96,011 -68,653 -42%
Two Sigma Investments
14
Two Sigma Investments
New York
$811K 95,021 +4,389 +5%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$717K 84,004 – –
Cerity Partners
16
Cerity Partners
New York
$509K 59,632 +59,632 New
USCWA
17
U.S. Capital Wealth Advisors
Texas
$492K 57,638 +75 +0.1%
LPL Financial
18
LPL Financial
California
$479K 56,131 +18,070 +47%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$477K 55,891 -9,757 -15%
HWM
20
HB Wealth Management
Georgia
$433K 50,743 +50,743 New
BL
21
Balentine LLC
Georgia
$406K 47,541 – –
HighTower Advisors
22
HighTower Advisors
Illinois
$395K 46,011 +31,856 +225%
Corient Private Wealth
23
Corient Private Wealth
Florida
$385K 45,062 +45,062 New
Citadel Advisors
24
Citadel Advisors
Florida
$369K 43,184 +43,184 New
CC
25
Claybrook Capital
Massachusetts
$339K 39,753 – –
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