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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 %
Osaic Holdings
1
Osaic Holdings
Arizona
$6.72M 878,983 +20,661 +2%
William Blair & Company
2
William Blair & Company
Illinois
$3.33M 435,208 -12,115 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.9M 247,889 -2,706 -1%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.51M 197,734 +10,456 +6%
SIA
5
Schechter Investment Advisors
Michigan
$1.06M 138,025 – –
BlackRock
6
BlackRock
New York
$859K 112,321 -47,031 -30%
AAM
7
Advisors Asset Management
Colorado
$736K 96,225 +214 +0.2%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$686K 89,700 -8,700 -9%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$643K 84,004 – –
Mackenzie Financial
10
Mackenzie Financial
Ontario, Canada
$600K 78,460 +22,569 +40%
C
11
Cliffwater
California
$600K 78,440 -273,526 -78%
Two Sigma Investments
12
Two Sigma Investments
New York
$554K 72,447 -22,574 -24%
Millennium Management
13
Millennium Management
New York
$495K 64,648 -41,846 -39%
LPL Financial
14
LPL Financial
California
$473K 61,765 +5,634 +10%
USCWA
15
U.S. Capital Wealth Advisors
Texas
$442K 57,723 +85 +0.1%
Cerity Partners
16
Cerity Partners
New York
$434K 56,715 -2,917 -5%
HWM
17
HB Wealth Management
Georgia
$392K 51,187 +444 +0.9%
Citadel Advisors
18
Citadel Advisors
Florida
$357K 46,632 +3,448 +8%
HighTower Advisors
19
HighTower Advisors
Illinois
$353K 46,096 +85 +0.2%
Corient Private Wealth
20
Corient Private Wealth
Florida
$345K 45,062 – –
CC
21
Claybrook Capital
Massachusetts
$330K 43,140 +3,387 +9%
Northern Trust
22
Northern Trust
Illinois
$294K 38,403 +38,403 New
AWS
23
Atria Wealth Solutions
New York
$292K 38,136 +38,136 New
FG
24
Fiduciary Group
Georgia
$279K 36,500 +5,000 +16%
Morgan Stanley
25
Morgan Stanley
New York
$277K 36,213 +10,471 +41%
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