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Monroe Capital Corp
MRCC

Overview Fund Activity

81 hedge funds and large institutions have $27.6M invested in Monroe Capital Corp in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
29
Reduced
18
Closed
11
Calls
$295K
Puts
$167K
Net Calls
+$128K
Net Calls Change
+$87K

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$748K
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$964K
3
QC
3
Quadrature Capital
United Kingdom
$327K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.47M
5
MA
5
MAS Advisors
Florida
$200K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
USCWA
2
U.S. Capital Wealth Advisors
Texas
$0
3
FFM
3
Forum Financial Management
Illinois
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$441K
5
CCM
5
Chiron Capital Management
Florida
$260K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$6.47M 899,173 +16,421 +2%
William Blair & Company
2
William Blair & Company
Illinois
$3.06M 424,440 -6,721 -2%
Two Sigma Investments
3
Two Sigma Investments
New York
$1.21M 168,649 -400 -0.2%
SIA
4
Schechter Investment Advisors
Michigan
$1.1M 153,425 – –
Two Sigma Advisers
5
Two Sigma Advisers
New York
$1.08M 149,500 -5,800 -4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$967K 134,320 +1,350 +1%
Connor, Clark & Lunn Investment Management (CC&L)
7
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$964K 133,901 +51,400 +62%
HighTower Advisors
8
HighTower Advisors
Illinois
$801K 111,223 +12,067 +12%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$748K 103,943 +74,379 +252%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$605K 84,004 – –
BlackRock
11
BlackRock
New York
$545K 75,742 -10,035 -12%
Morgan Stanley
12
Morgan Stanley
New York
$441K 61,297 -49,685 -45%
UBS Group
13
UBS Group
Switzerland
$402K 55,892 +972 +2%
AWS
14
Atria Wealth Solutions
New York
$382K 53,119 +3,665 +7%
Cerity Partners
15
Cerity Partners
New York
$375K 52,111 -741 -1%
Citadel Advisors
16
Citadel Advisors
Florida
$366K 50,847 -24,883 -33%
HWM
17
HB Wealth Management
Georgia
$360K 49,967 +1,683 +3%
VEA
18
Virtus ETF Advisers
New York
$358K 49,660 +12,700 +34%
Corient Private Wealth
19
Corient Private Wealth
Florida
$339K 47,062 – –
QC
20
Quadrature Capital
United Kingdom
$327K 45,402 +45,402 New
FG
21
Fiduciary Group
Georgia
$320K 44,500 +1,000 +2%
OC
22
Oppenheimer & Co
New York
$288K 40,003 +3,744 +10%
CCM
23
Chiron Capital Management
Florida
$260K 36,124 -41,311 -53%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$244K 33,917 +9,802 +41%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$232K 32,284 +4,138 +15%
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