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Moelis & Co
MC

Overview Fund Activity

240 hedge funds and large institutions have $2.4B invested in Moelis & Co in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-6
Holders Change %
-2.44%
% of All Funds
3.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
36
Increased
99
Reduced
78
Closed
38
Calls
$1.48M
Puts
$1.09M
Net Calls
+$395K
Net Calls Change
+$3.05M

Top Buyers

1
WA
Wasatch Advisors
Utah
$150M
2
HighTower Advisors
HighTower Advisors
Illinois
$24.5M
3
LCOV
London Company of Virginia
Virginia
$138M
4
Victory Capital Management
Victory Capital Management
Texas
$13.1M
5
Ameriprise
Ameriprise
Minnesota
$33.2M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$24M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$259M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$6.08M
5
Citadel Advisors
Citadel Advisors
Florida
$92.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
226
Denali Advisors
California
$767 +$767 +20 New
NA
227
NewEdge Advisors
Louisiana
$644 +$644 +273 New
AF
228
Allworth Financial
California
$576 -$691 -18 -55%
VCM
229
Versant Capital Management
Arizona
$576 +$576 +15 New
HNB
230
Huntington National Bank
Ohio
$499 +$499 +13 New
SIC
231
SJS Investment Consulting
Ohio
$460 -$153 -4 -25%
GI
232
Gradient Investments
Minnesota
$460 +$460 +12 New
BWA
233
BDO Wealth Advisors
Florida
$345 – – –
DI
234
Disciplined Investments
Oklahoma
$345 +$115 +3 +50%
AF
235
Advisornet Financial
Minnesota
$269 +$269 +7 New
GWS
236
Glassman Wealth Services
Virginia
$230 – – –
CAS
237
Coppell Advisory Solutions
Texas
$192 +$192 +5 New
CASC
238
Coppell Advisory Solutions Corp
Texas
$192 +$192 +5 New
WIM
239
Westside Investment Management
California
$1 – – –
Renaissance Technologies
240
Renaissance Technologies
New York
– -$7.12M -210,544 Closed
BGIM
241
Brandywine Global Investment Management
Pennsylvania
– -$2.61M -77,319 Closed
UBS AM
242
UBS AM
Illinois
– -$2.22M -65,686 Closed
PI
243
PEAK6 Investments
Illinois
– -$2.05M -60,525 Closed
IP
244
Interval Partners
New York
– -$1.95M -57,721 Closed
Aviva
245
Aviva
United Kingdom
– -$1.34M -39,735 Closed
CSS
246
Cubist Systematic Strategies
Connecticut
– -$1.2M -35,615 Closed
Tudor Investment Corp
247
Tudor Investment Corp
Connecticut
– -$1.19M -35,197 Closed
FWM
248
Foresight Wealth Management
Utah
– -$789K -23,337 Closed
AQR Capital Management
249
AQR Capital Management
Connecticut
– -$751K -22,198 Closed
ACM
250
AlphaCrest Capital Management
New York
– -$726K -21,469 Closed
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