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Moelis & Co

290 hedge funds and large institutions have $3.47B invested in Moelis & Co in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+18
Holders Change %
+6.62%
% of All Funds
5.09%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
48
Increased
103
Reduced
86
Closed
28
Calls
$4.65M
Puts
$3.71M
Net Calls
+$938K
Net Calls Change
+$2.13M
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
226
Raymond James Trust
Florida
$230K -$4.26K -69 -2%
Squarepoint
227
Squarepoint
New York
$224K +$224K +3,622 New
OSAM
228
O'Shaughnessy Asset Management
Connecticut
$219K +$35.7K +576 +19%
HCM
229
Hilton Capital Management
New York
$215K -$33.9K -548 -14%
SPIA
230
Steward Partners Investment Advisory
New York
$209K
M&T Bank
231
M&T Bank
New York
$208K +$208K +3,366 New
SQA
232
Simon Quick Advisors
New Jersey
$207K
PP
233
Paloma Partners
Connecticut
$204K +$204K +3,290 New
First Eagle Investment Management
234
First Eagle Investment Management
New York
$168K +$124K +2,000 +282%
GC
235
Globeflex Capital
California
$165K -$617K -9,956 -79%
Point72 Asset Management
236
Point72 Asset Management
Connecticut
$161K +$161K +2,600 New
FMT
237
First Mercantile Trust
Tennessee
$150K -$18K -290 -11%
HWMA
238
Heritage Wealth Management (Arizona)
Arizona
$138K +$27.8K +447 +25%
NICM
239
Neo Ivy Capital Management
New York
$137K +$137K +4,399 New
Group One Trading
240
Group One Trading
Illinois
$118K
EW
241
Evoke Wealth
California
$102K
APA
242
American Portfolios Advisors
New York
$74K +$7.18K +116 +11%
EBA
243
Eagle Bay Advisors
New York
$70K +$35K +579 +100%
HPC
244
HM Payson & Co
Maine
$67K
FGAM
245
Financial Gravity Asset Management
Texas
$62K
Macquarie Group
246
Macquarie Group
Australia
$61K
FHA
247
First Horizon Advisors
Tennessee
$56K
WWM
248
Wolff Wiese Magana
California
$54K
FF
249
FourThought Financial
Florida
$52K
GLLW
250
Graves Light Lenhart Wealth
Virginia
$46K