Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Monroe Cap Corp (MRCC)

75 + Investors. Track Smart Money conviction in MRCC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
2Q ▼
Buyers last Q
49%

Smart Money Signals — MRCC

Based on 75 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their MRCC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
75 funds currently hold this stock — 91% of the 3.0-year high of 82 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold MRCC compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 49% buying

34 buying35 selling
Last quarter: 35 funds reduced or exited vs 34 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 19 → 11 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 27% medium ■ 25% new
36 out of 75 hedge funds have held MRCC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +8%, value -94%

Value
-94%
Shares
+7%
Last quarter: funds added +8% more shares while total portfolio value only changed -94%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~12 new funds/quarter

9 → 7 → 19 → 11 → 12 new funds/Q
New funds entering each quarter: 7 → 19 → 11 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 56% veterans vs 31% newcomers

■ 56% veterans ■ 13% 1-2yr ■ 31% new
Entry-cohort mix of 75 holders: 42 (56%) are 2+ year veterans, 10 entered 1–2 years ago, and 23 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
9 of 75 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MRCC

In 2026 Q1, 34 hedge funds were net buyers of MRCC (12 opened a new position, 22 added to an existing one), while 35 reduced or exited (21 trimmed, 14 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 22% of total institutional value in MRCC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 75.

Hedge Fund Ownership: MRCC

How many hedge funds hold MRCC — quarterly history vs. share price
Quarterly hedge fund ownership of MRCC vs. share price

Market Analysis: MRCC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MRCC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: MRCC
75 + Investors

Track Smart Money conviction in MRCC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 75 77 -2.6%
13F Shares 6M 6M 7.7%
Total Value $27M $454M -94.01%
New Positions 12 11 +1
Increased Positions 22 31 -9
Closed Positions 14 16 -2
Reduced Positions 21 22 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MRCC

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Financial Highlights

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Institutional Holders (2026 Q1)

75 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MRCC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MRCC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Almitas Capital LLC 1.17% 1,277,717 $5.2M
2 Bulldog Investors, LLP 1.00% 966,788 $4.4M
3 Caz Investments LP 0.81% 150,000 $690K
4 Virtus Investment Advisers, LLC 0.08% 62,628 $288K
5 LaFleur & Godfrey LLC 0.07% 122,470 $563K
6 Closed-End Fund Advisors, Inc. 0.06% 12,825 $59K
7 Caprock Group, LLC 0.05% 461,360 $2.1M
8 Magnolia Capital Advisors LLC 0.03% 37,946 $175K
9 Sunbelt Securities, Inc. 0.03% 109,882 $505K
10 Garden State Investment Advisory Services LLC 0.02% 21,199 $98K
11 Yakira Capital Management, Inc. 0.02% 14,938 $69K
12 Ethos Financial Group, LLC 0.02% 34,581 $220K
13 Earned Wealth Advisors, LLC 0.02% 24,152 $237K
14 Argos Wealth Advisors, LLC 0.02% 11,848 $54K
15 Chapin Davis, INC. 0.01% 13,500 $62K
16 International Assets Investment Management, LLC 0.01% 39,075 $178K
17 Koshinski Asset Management, Inc. 0.01% 40,400 $186K
18 Calton & Associates, INC. 0.01% 16,539 $76K
19 Arax Advisory Partners 0.01% 82,412 $379K
20 Fiduciary Group, LLC 0.01% 22,000 $101K
21 Southeast Asset Advisors, LLC 0.01% 16,000 $74K
22 Oppenheimer & Co Inc 0.01% 105,570 $486K
23 Rothschild Investment LLC 0.01% 22,324 $103K
24 Freestone Capital Holdings, LLC 0.00% 30,885 $142K
25 Creative Financial Designs Inc /Adv 0.00% 14,230 $65K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Monroe Cap Corp (MRCC)

What does the Smart Money Trend signal show for MRCC?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their MRCC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MRCC?

More sellers than buyers — 49% buying: Last quarter: 35 funds reduced or exited vs 34 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MRCC holders?

Strong quality — 22% AUM from major funds: 9 of 75 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MRCC?

48% of holders stayed for 2+ years: 36 out of 75 hedge funds have held MRCC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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