MRCC icon

Monroe Capital Corp
MRCC

Overview Fund Activity

75 hedge funds and large institutions have $33M invested in Monroe Capital Corp in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 12 closing their positions.

Holders
75
Holders Change
-6
Holders Change %
-7.41%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
19
Closed
12
Calls
$117K
Puts
$24K
Net Calls
+$93K
Net Calls Change
+$38K

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$517K
2
Millennium Management
2
Millennium Management
New York
$756K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.2M
4
SIA
4
Schechter Investment Advisors
Michigan
$1.28M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.76M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$108K
3
MA
3
MAS Advisors
Florida
$0
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$496K
5
DWT
5
Dorsey & Whitney Trust
South Dakota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$7.21M 881,583 +2,600 +0.3%
William Blair & Company
2
William Blair & Company
Illinois
$3.51M 428,654 -6,554 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.2M 269,051 +21,162 +9%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.76M 214,584 +16,850 +9%
SIA
5
Schechter Investment Advisors
Michigan
$1.28M 156,325 +18,300 +13%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.09M 132,928 +1,493 +1%
BlackRock
7
BlackRock
New York
$872K 106,570 -5,751 -5%
AAM
8
Advisors Asset Management
Colorado
$772K 94,410 -1,815 -2%
Millennium Management
9
Millennium Management
New York
$756K 92,443 +27,795 +43%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$687K 84,004 – –
Two Sigma Advisers
11
Two Sigma Advisers
New York
$654K 80,000 -9,700 -11%
Two Sigma Investments
12
Two Sigma Investments
New York
$652K 79,711 +7,264 +10%
C
13
Cliffwater
California
$642K 78,440 – –
National Bank of Canada
14
National Bank of Canada
Quebec, Canada
$517K 63,789 +63,789 New
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$496K 60,715 -17,745 -23%
USCWA
16
U.S. Capital Wealth Advisors
Texas
$473K 57,808 +85 +0.1%
HWM
17
HB Wealth Management
Georgia
$432K 52,811 +1,624 +3%
LPL Financial
18
LPL Financial
California
$432K 52,762 -9,003 -15%
Cerity Partners
19
Cerity Partners
New York
$430K 52,565 -4,150 -7%
Corient Private Wealth
20
Corient Private Wealth
Florida
$369K 45,062 – –
OC
21
Oppenheimer & Co
New York
$368K 44,935 +15,265 +51%
CC
22
Claybrook Capital
Massachusetts
$353K 43,140 – –
AWS
23
Atria Wealth Solutions
New York
$322K 39,352 +1,216 +3%
HighTower Advisors
24
HighTower Advisors
Illinois
$321K 39,206 -6,890 -15%
Morgan Stanley
25
Morgan Stanley
New York
$315K 38,476 +2,263 +6%
1
2 3 4