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Moelis & Co

272 hedge funds and large institutions have $3.21B invested in Moelis & Co in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+13
Holders Change %
+5.02%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
41
Increased
108
Reduced
71
Closed
28
Calls
$6.07M
Puts
$7.26M
Net Calls
-$1.2M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Shares
Change %
PI
226
PEAK6 Investments
Illinois
$92K -$148K -2,591 -62%
HPC
227
HM Payson & Co
Maine
$62K +$62K +1,089 New
APA
228
American Portfolios Advisors
New York
$61.4K +$37K +650 +151%
FGAM
229
Financial Gravity Asset Management
Texas
$57K
Macquarie Group
230
Macquarie Group
Australia
$56K
FHA
231
First Horizon Advisors
Tennessee
$51K
WWM
232
Wolff Wiese Magana
California
$50K
FF
233
FourThought Financial
Florida
$48K -$1.35K -24 -3%
GLLW
234
Graves Light Lenhart Wealth
Virginia
$42K -$9.17K -163 -18%
First Eagle Investment Management
235
First Eagle Investment Management
New York
$40K +$40K +708 New
Bessemer Group
236
Bessemer Group
New Jersey
$39K
EBA
237
Eagle Bay Advisors
New York
$34K +$34K +579 New
ETC
238
Exchange Traded Concepts
Oklahoma
$24K +$24K +420 New
Jones Financial Companies
239
Jones Financial Companies
Missouri
$18K
RFA
240
Reilly Financial Advisors
California
$18K
IA
241
IFP Advisors
Florida
$14K +$6.07K +104 +76%
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$13K
LWM
243
Liberty Wealth Management
California
$12K -$3.66K -64 -23%
BMD
244
Better Money Decisions
New Mexico
$12K
HIA
245
Harbor Investment Advisory
Maryland
$11K
CG
246
Cutler Group
California
$10K -$102K -1,831 -91%
LC
247
Lindbrook Capital
California
$10K
AWA
248
Arkadios Wealth Advisors
Georgia
$9K +$9K +162 New
CFN
249
Cordasco Financial Network
Florida
$8K
PCG
250
Private Capital Group
Connecticut
$8K +$4.03K +74 +101%