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Moelis & Co
MC

Overview Fund Activity

314 hedge funds and large institutions have $3.6B invested in Moelis & Co in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 119 increasing their positions, 99 reducing their positions, and 33 closing their positions.

Holders
314
Holders Change
+24
Holders Change %
+8.28%
% of All Funds
4.85%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
60
Increased
119
Reduced
99
Closed
33
Calls
$3.18M
Puts
$1.45M
Net Calls
+$1.73M
Net Calls Change
+$794K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$159M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$401M
3
Millennium Management
3
Millennium Management
New York
$30.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$37.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$25.3M

Top Sellers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$25.4M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$91.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$120M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$348M
5
RA
5
Royce & Associates
New York
$32.5M
Name Market Value Shares Shares
Change 		Shares
Change %
State of Tennessee, Department of Treasury
226
State of Tennessee, Department of Treasury
Tennessee
$326K 5,218 +1,417 +37%
State of Wisconsin Investment Board
227
State of Wisconsin Investment Board
Wisconsin
$325K 5,200 -800 -13%
SWA
228
SFMG Wealth Advisors
Texas
$320K 5,121 – –
GWM
229
Geneos Wealth Management
Colorado
$315K 5,050 – –
CAM
230
Campion Asset Management
Virginia
$309K 4,940 +515 +12%
AIP
231
Ameritas Investment Partners
Nebraska
$300K 4,797 – –
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
$290K 4,639 +4,639 New
DADC
233
D.A. Davidson & Co
Montana
$288K 4,582 – –
ORC
234
O'Rourke & Company
Massachusetts
$285K 4,563 +4,563 New
UCFA
235
United Capital Financial Advisors
Texas
$281K 4,498 +6 +0.1%
KWM
236
Kolinsky Wealth Management
New Jersey
$281K 4,493 +4,493 New
WSTAM
237
Wilbanks Smith & Thomas Asset Management
Virginia
$276K 4,420 – –
BAM
238
Belpointe Asset Management
Nevada
$271K 4,323 +36 +0.8%
CIAS
239
Capital Investment Advisory Services
North Carolina
$271K 4,335 +4,335 New
SOW
240
State of Wyoming
Wyoming
$254K 4,065 +4,065 New
Victory Capital Management
241
Victory Capital Management
Texas
$245K 3,927 -124 -3%
GCM
242
Graham Capital Management
Connecticut
$240K 3,848 +3,848 New
Cambridge Investment Research Advisors
243
Cambridge Investment Research Advisors
Iowa
$239K 3,825 +3,825 New
MF
244
Magnetar Financial
Illinois
$237K 3,787 +3,787 New
M&T Bank
245
M&T Bank
New York
$229K 3,667 +301 +9%
PAMS
246
Pictet Asset Management (Switzerland)
Switzerland
$228K 3,642 -758 -17%
HCM
247
Hilton Capital Management
New York
$228K 3,644 +167 +5%
SPIA
248
Steward Partners Investment Advisory
New York
$223K 3,563 +180 +5%
CMBA
249
C.M. Bidwell & Associates
Hawaii
$223K 3,568 +3,568 New
GCP
250
GSA Capital Partners
United Kingdom
$222K 3,548 -5,708 -62%
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