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Moelis & Co
259 hedge funds and large institutions have $3.42B invested in Moelis & Co in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 75 reducing their positions, and 33 closing their positions.
New
Increased
Maintained
Reduced
Closed
45% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 33
35% more capital invested
Capital invested by funds: $2.53B → $3.42B (+$890M)
35% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 75
27% more call options, than puts
Call options by funds: $3.28M | Put options by funds: $2.58M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
10.95% more ownership
Funds ownership: 102.69% → 113.64% (+11%)
6% more funds holding
Funds holding: 244 → 259 (+15)
Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
4.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
48
Increased
101
Reduced
75
Closed
33
Calls
$3.28M
Puts
$2.58M
Net Calls
+$707K
Net Calls Change
+$418K
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$181M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$44.3M |
| 3 |
State Street
Boston,
Massachusetts
|
+$41.3M |
| 4 |
BlackRock
New York
|
+$34.7M |
| 5 |
TAM
Timucuan Asset Management
Jacksonville,
Florida
|
+$19.1M |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$17.4M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$11M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$8.08M |
| 4 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$6.99M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$6.37M |
