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Monroe Capital Corp
MRCC

Overview Fund Activity

78 hedge funds and large institutions have $294M invested in Monroe Capital Corp in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
34
Reduced
20
Closed
3
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$113K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$712K
2
Marshall Wace
2
Marshall Wace
United Kingdom
$440K
3
LG
3
LaFleur & Godfrey
Michigan
$551K
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$322K
5
SS
5
Sunbelt Securities
Texas
$390K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$296K
2
SIA
2
Schechter Investment Advisors
Michigan
$701K
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$1.12M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.77M
5
TI
5
Trexquant Investment
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$265M 31,200 – –
William Blair & Company
2
William Blair & Company
Illinois
$3.64M 428,187 +1,735 +0.4%
HighTower Advisors
3
HighTower Advisors
Illinois
$1.77M 208,083 -29,169 -12%
Two Sigma Advisers
4
Two Sigma Advisers
New York
$1.54M 181,700 +21,900 +14%
Two Sigma Investments
5
Two Sigma Investments
New York
$1.15M 134,924 +7,652 +6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.14M 133,591 -1,278 -0.9%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$1.12M 131,793 -55,605 -30%
MCA
8
Magnolia Capital Advisors
Mississippi
$1.06M 124,237 +23,598 +23%
Connor, Clark & Lunn Investment Management (CC&L)
9
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$955K 112,356 -14,417 -11%
BlackRock
10
BlackRock
New York
$867K 101,948 +24,429 +32%
BAMF
11
BI Asset Management Fondsmaeglerselskab
Denmark
$845K 99,400 +2,185 +2%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$714K 84,004 – –
Raymond James Financial
13
Raymond James Financial
Florida
$712K 83,796 +83,796 New
SIA
14
Schechter Investment Advisors
Michigan
$701K 82,412 -82,171 -50%
CA
15
Clearstead Advisors
Ohio
$588K 69,168 – –
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$570K 67,060 +1,512 +2%
LG
17
LaFleur & Godfrey
Michigan
$551K 64,810 +43,010 +197%
VEA
18
Virtus ETF Advisers
New York
$517K 60,862 +3,810 +7%
HWM
19
HB Wealth Management
Georgia
$481K 56,600 +1,650 +3%
Morgan Stanley
20
Morgan Stanley
New York
$472K 55,540 +549 +1%
UBS Group
21
UBS Group
Switzerland
$463K 54,457 -9,952 -15%
AWS
22
Atria Wealth Solutions
New York
$457K 53,733 +203 +0.4%
Cerity Partners
23
Cerity Partners
New York
$445K 52,337 +2,006 +4%
Marshall Wace
24
Marshall Wace
United Kingdom
$440K 51,711 +51,711 New
Millennium Management
25
Millennium Management
New York
$433K 50,915 +21,199 +71%
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