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Moelis & Co
MC

Overview Fund Activity

244 hedge funds and large institutions have $2.53B invested in Moelis & Co in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 83 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+4
Holders Change %
+1.67%
% of All Funds
3.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
98
Reduced
83
Closed
21
Calls
$1.88M
Puts
$1.59M
Net Calls
+$289K
Net Calls Change
-$106K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$174M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$53.1M
3
MAM
3
Madison Asset Management
Wisconsin
$50M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$18.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$36.5M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$95.1M
3
WHG
3
Westwood Holdings Group
Texas
$53.9M
4
BlackRock
4
BlackRock
New York
$206M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$88.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
226
Rise Advisors
New York
$2.17K – – –
BWM
227
BerganKDV Wealth Management
Minnesota
$2.15K – – –
HNB
228
Huntington National Bank
Ohio
$1.73K +$1.23K +32 +246%
SIS
229
Sound Income Strategies
Florida
$1.69K – – –
EI
230
Ellevest Inc
New York
$1.54K +$654 +17 +74%
JWA
231
JFS Wealth Advisors
Pennsylvania
$1.42K +$192 +5 +16%
WIM
232
Westside Investment Management
California
$1.12K – – –
PMFA
233
Plante Moran Financial Advisors
Michigan
$1.08K – – –
WT
234
Washington Trust
Rhode Island
$1.04K -$77 -2 -7%
BAAM
235
Baker Avenue Asset Management
California
$1.04K – – –
SFG
236
Steward Financial Group
Texas
$1K +$629 +22 +169%
HS
237
Horan Securities
United States
$961 – – –
SC
238
Schubert & Co
Texas
$961 +$77 +2 +9%
VCM
239
Versant Capital Management
Arizona
$577 – – –
GI
240
Gradient Investments
Minnesota
$461 – – –
AF
241
Advisornet Financial
Minnesota
$461 +$192 +5 +71%
AF
242
Allworth Financial
California
$385 -$193 -5 -33%
DI
243
Disciplined Investments
Oklahoma
$384 +$38 +1 +11%
SIC
244
SJS Investment Consulting
Ohio
$308 -$154 -4 -33%
GWS
245
Glassman Wealth Services
Virginia
$231 – – –
Federated Hermes
246
Federated Hermes
Pennsylvania
– -$24M -625,000 Closed
E
247
Ergoteles
New York
– -$673K -17,540 Closed
JAM
248
Jupiter Asset Management
United Kingdom
– -$577K -15,037 Closed
NYLIM
249
New York Life Investment Management
New York
– -$464K -12,080 Closed
VI
250
Versor Investments
New York
– -$425K -11,064 Closed
7 8 9
10
11