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Monroe Capital Corp
MRCC

Overview Fund Activity

81 hedge funds and large institutions have $27.9M invested in Monroe Capital Corp in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
32
Reduced
16
Closed
7
Calls
$145K
Puts
$104K
Net Calls
+$41K
Net Calls Change
-$20K

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$1.19M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$433K
3
HighTower Advisors
3
HighTower Advisors
Illinois
$701K
4
Morgan Stanley
4
Morgan Stanley
New York
$784K
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$401K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$0
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$0
3
C
3
Cliffwater
California
$0
4
TWC
4
TD Waterhouse Canada
Ontario, Canada
$34.4K
5
VEA
5
Virtus ETF Advisers
New York
$261K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$6.24M 882,752 +6,550 +0.7%
William Blair & Company
2
William Blair & Company
Illinois
$3.05M 431,161 +5,104 +1%
Two Sigma Investments
3
Two Sigma Investments
New York
$1.19M 169,049 +62,225 +58%
Two Sigma Advisers
4
Two Sigma Advisers
New York
$1.1M 155,300 +44,500 +40%
SIA
5
Schechter Investment Advisors
Michigan
$1.08M 153,425 – –
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$939K 132,970 -1,661 -1%
Morgan Stanley
7
Morgan Stanley
New York
$784K 110,982 +57,124 +106%
HighTower Advisors
8
HighTower Advisors
Illinois
$701K 99,156 +58,950 +147%
BlackRock
9
BlackRock
New York
$606K 85,777 +9,886 +13%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$593K 84,004 – –
Connor, Clark & Lunn Investment Management (CC&L)
11
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$583K 82,501 +42,723 +107%
CCM
12
Chiron Capital Management
Florida
$547K 77,435 +53,971 +230%
Citadel Advisors
13
Citadel Advisors
Florida
$535K 75,730 +16,949 +29%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$433K 61,335 +61,335 New
USCWA
15
U.S. Capital Wealth Advisors
Texas
$410K 58,009 +104 +0.2%
Koshinski Asset Management
16
Koshinski Asset Management
Illinois
$401K 56,800 +56,800 New
UBS Group
17
UBS Group
Switzerland
$388K 54,920 +24,822 +82%
FFM
18
Forum Financial Management
Illinois
$387K 54,747 +34,747 +174%
Cerity Partners
19
Cerity Partners
New York
$373K 52,852 +5,185 +11%
AWS
20
Atria Wealth Solutions
New York
$349K 49,454 +211 +0.4%
HWM
21
HB Wealth Management
Georgia
$341K 48,284 -6,138 -11%
Corient Private Wealth
22
Corient Private Wealth
Florida
$332K 47,062 – –
LPL Financial
23
LPL Financial
California
$323K 45,711 -4,759 -9%
Lido Advisors
24
Lido Advisors
California
$321K 45,382 +45,382 New
FG
25
Fiduciary Group
Georgia
$307K 43,500 +2,500 +6%
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