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Moelis & Co
MC

Overview Fund Activity

259 hedge funds and large institutions have $2.42B invested in Moelis & Co in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 102 increasing their positions, 85 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
-23
Holders Change %
-8.16%
% of All Funds
4.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
37
Increased
102
Reduced
85
Closed
52
Calls
$2.02M
Puts
$4.62M
Net Calls
-$2.6M
Net Calls Change
-$4.06M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$88.7M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$241M
3
BlackRock
3
BlackRock
New York
$217M
4
MAM
4
Madison Asset Management
Wisconsin
$30.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$16.3M

Top Sellers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$0
2
Voloridge Investment Management
2
Voloridge Investment Management
Florida
$0
3
GC
3
Gillson Capital
Illinois
$1.58M
4
BAMCO Inc
4
BAMCO Inc
New York
$24.3M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
226
SignatureFD
Georgia
$14K +$8.47K +210 +153%
Russell Investments Group
227
Russell Investments Group
United Kingdom
$13K -$3.68M -94,455 -100%
IA
228
IFP Advisors
Florida
$13K – – –
RE
229
RBC Europe
United Kingdom
$10K – – –
BCWM
230
Bartlett & Co Wealth Management
Ohio
$9.33K +$9.33K +237 New
QCG
231
Quadrant Capital Group
Ohio
$9K +$9K +232 New
BC
232
Bartlett & Co
Ohio
$9K +$9K +237 New
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$8K -$557 -14 -7%
BMD
234
Better Money Decisions
New Mexico
$8K +$8K +207 New
BI
235
Bramshill Investments
Florida
$7K -$764K -20,750 -99%
LC
236
Lindbrook Capital
California
$7K -$1.63K -41 -19%
HR
237
Howe & Rusling
New York
$7K -$412 -10 -6%
PFS
238
Prospera Financial Services
Texas
$7K – – –
PCG
239
Private Capital Group
Connecticut
$5K -$149 -4 -3%
TCCM
240
Timber Creek Capital Management
Massachusetts
$5K – – –
CFN
241
Cordasco Financial Network
Florida
$5K – – –
BIA
242
Bell Investment Advisors
California
$5K +$5K +115 New
PA
243
Parallel Advisors
California
$4K -$217 -5 -5%
CFGS
244
Concourse Financial Group Securities
Alabama
$4K – – –
HS
245
Horan Securities
United States
$4K +$4K +100 New
SIS
246
Sound Income Strategies
Florida
$2K – – –
BWM
247
BerganKDV Wealth Management
Minnesota
$2K – – –
RA
248
Rise Advisors
New York
$2K +$37 +1 +2%
JWA
249
JFS Wealth Advisors
Pennsylvania
$1K -$1K -14 -50%
WT
250
Washington Trust
Rhode Island
$1K -$69 -2 -6%
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10
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