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Moelis & Co

259 hedge funds and large institutions have $3.16B invested in Moelis & Co in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 76 increasing their positions, 89 reducing their positions, and 27 closing their positions.

Holders
259
Holders Change
+32
Holders Change %
+14.1%
% of All Funds
4.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
62
Increased
76
Reduced
89
Closed
27
Calls
$2.35M
Puts
$2.06M
Net Calls
+$293K
Net Calls Change
-$3.98M
Name Market Value Shares Shares
Change
Shares
Change %
ADIM
226
Alpha DNA Investment Management
Maryland
$24K 440 +311 +241%
APA
227
American Portfolios Advisors
New York
$23.6K 430 +134 +45%
RFA
228
Reilly Financial Advisors
California
$18K 325
Jones Financial Companies
229
Jones Financial Companies
Missouri
$17K 309 +309 New
LWM
230
Liberty Wealth Management
California
$14K 274
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$13K 232
BCA
232
Berman Capital Advisors
Georgia
$12K 222 +199 +865%
HIA
233
Harbor Investment Advisory
Maryland
$11K 200
BMD
234
Better Money Decisions
New Mexico
$11K 207 +207 New
LC
235
Lindbrook Capital
California
$10K 176
EWA
236
Evolution Wealth Advisors
Florida
$10K 175 +175 New
IA
237
IFP Advisors
Florida
$8K 136 -1,878 -93%
CFN
238
Cordasco Financial Network
Florida
$7K 135
VCM
239
Versant Capital Management
Arizona
$7K 124
NFG
240
Next Financial Group
Texas
$7K 123 +19 +18%
HR
241
Howe & Rusling
New York
$5K 94 -23 -20%
CFD
242
Creative Financial Designs
Indiana
$5K 95
PA
243
Parallel Advisors
California
$5K 85
PCG
244
Private Capital Group
Connecticut
$4K 73 -934 -93%
RIA
245
RPG Investment Advisory
California
$4K 80 -35 -30%
AWM
246
Accel Wealth Management
Iowa
$3K 56 +1 +2%
SIS
247
Sound Income Strategies
Florida
$2.42K 44 -4 -8%
WT
248
Washington Trust
Rhode Island
$2K 33 -5 -13%
NL
249
NVWM LLC
Pennsylvania
$2K 35
PMFA
250
Plante Moran Financial Advisors
Michigan
$2K 28