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Moelis & Co
MC

Overview Fund Activity

246 hedge funds and large institutions have $2.12B invested in Moelis & Co in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 128 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-13
Holders Change %
-5.02%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
128
Reduced
70
Closed
32
Calls
$2.4M
Puts
$5.05M
Net Calls
-$2.65M
Net Calls Change
-$50K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$104M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$234M
3
RJA
3
Raymond James & Associates
Florida
$12.7M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$18M
5
Wells Fargo
5
Wells Fargo
California
$34.1M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.2M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$36.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$7.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCCM
226
Timber Creek Capital Management
Massachusetts
$4K – – –
BIA
227
Bell Investment Advisors
California
$4K +$434 +14 +12%
CFGS
228
Concourse Financial Group Securities
Alabama
$4K +$970 +32 +32%
BWM
229
BerganKDV Wealth Management
Minnesota
$2K – – –
RA
230
Rise Advisors
New York
$2K +$36 +1 +2%
GRP
231
Global Retirement Partners
California
$2K +$2K +50 New
HCP
232
Hexagon Capital Partners
Arkansas
$2K +$2K +52 New
BCWM
233
Bartlett & Co Wealth Management
Ohio
$1.49K -$6.53K -193 -81%
BC
234
Bartlett & Co
Ohio
$1K -$4.39K -193 -81%
WT
235
Washington Trust
Rhode Island
$1K -$36 -1 -3%
PMFA
236
Plante Moran Financial Advisors
Michigan
$1K – – –
SIS
237
Sound Income Strategies
Florida
$1K – – –
SC
238
Schubert & Co
Texas
$1K +$125 +3 +14%
AF
239
Allworth Financial
California
$1K +$667 +22 +200%
JWA
240
JFS Wealth Advisors
Pennsylvania
$1K +$611 +22 +157%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$1K +$1K +39 New
Wellington Management Group
242
Wellington Management Group
Massachusetts
– -$7.75M -196,916 Closed
Balyasny Asset Management
243
Balyasny Asset Management
Illinois
– -$6.9M -175,323 Closed
GC
244
Gillson Capital
Illinois
– -$1.58M -40,222 Closed
CBB
245
Citizens Business Bank
California
– -$1.15M -29,155 Closed
HighTower Advisors
246
HighTower Advisors
Illinois
– -$749K -19,112 Closed
GTCM
247
Gyon Technologies Capital Management
New Jersey
– -$620K -15,755 Closed
EGM
248
Engineers Gate Manager
New York
– -$619K -15,729 Closed
First Eagle Investment Management
249
First Eagle Investment Management
New York
– -$529K -13,451 Closed
AR
250
Advisory Research
Illinois
– -$445K -11,311 Closed
7 8 9
10
11