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Monroe Capital Corp
MRCC

Overview Fund Activity

79 hedge funds and large institutions have $27.3M invested in Monroe Capital Corp in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
24
Reduced
17
Closed
8
Calls
$171K
Puts
$110K
Net Calls
+$61K
Net Calls Change
-$32K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$438K
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$296K
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$825K
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$692K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$796K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$124K
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$0
3
Millennium Management
3
Millennium Management
New York
$145K
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$0
5
CAN
5
Cetera Advisor Networks
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$6.53M 876,202 -5,381 -0.6%
William Blair & Company
2
William Blair & Company
Illinois
$3.17M 426,057 -2,597 -0.6%
SIA
3
Schechter Investment Advisors
Michigan
$1.14M 153,425 -2,900 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1M 134,631 +1,703 +1%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$825K 110,800 +30,800 +39%
Two Sigma Investments
6
Two Sigma Investments
New York
$796K 106,824 +27,113 +34%
AAM
7
Advisors Asset Management
Colorado
$702K 94,246 -164 -0.2%
National Bank of Canada
8
National Bank of Canada
Quebec, Canada
$692K 94,903 +31,114 +49%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$626K 84,004 – –
C
10
Cliffwater
California
$584K 78,440 – –
BlackRock
11
BlackRock
New York
$565K 75,891 -30,679 -29%
Citadel Advisors
12
Citadel Advisors
Florida
$438K 58,781 +45,527 +343%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$431K 57,905 +97 +0.2%
HWM
14
HB Wealth Management
Georgia
$405K 54,422 +1,611 +3%
Morgan Stanley
15
Morgan Stanley
New York
$401K 53,858 +15,382 +40%
LPL Financial
16
LPL Financial
California
$376K 50,470 -2,292 -4%
AWS
17
Atria Wealth Solutions
New York
$367K 49,243 +9,891 +25%
VEA
18
Virtus ETF Advisers
New York
$365K 48,943 +25,463 +108%
Cerity Partners
19
Cerity Partners
New York
$355K 47,667 -4,898 -9%
Corient Private Wealth
20
Corient Private Wealth
Florida
$351K 47,062 +2,000 +4%
CC
21
Claybrook Capital
Massachusetts
$321K 43,140 – –
FG
22
Fiduciary Group
Georgia
$305K 41,000 +4,500 +12%
HighTower Advisors
23
HighTower Advisors
Illinois
$298K 40,206 +1,000 +3%
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$296K 39,778 +39,778 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$258K 34,506 +9,877 +40%
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