MC icon

Moelis & Co

267 hedge funds and large institutions have $3.3B invested in Moelis & Co in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+8
Holders Change %
+3.09%
% of All Funds
4.26%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
33
Increased
91
Reduced
109
Closed
22
Calls
$3.6M
Puts
$1.36M
Net Calls
+$2.24M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
UB
226
UMB Bank
Missouri
$39.5K
EBA
227
Eagle Bay Advisors
New York
$34.8K -$587 -13 -2%
PTC
228
Private Trust Company
Ohio
$28K
CSB
229
City State Bank
Iowa
$25K -$9.09K -200 -27%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$18K -$14.4K -314 -44%
Nomura Asset Management
231
Nomura Asset Management
Japan
$17.1K
AP
232
Arlington Partners
Alabama
$13.9K
AT
233
Arlington Trust
Alabama
$13.9K +$13.9K +308 New
LC
234
Lindbrook Capital
California
$12.6K -$767 -17 -6%
GRP
235
Global Retirement Partners
California
$12K +$2.85K +65 +31%
HT
236
Headlands Technologies
Illinois
$11.8K +$11.8K +262 New
HCP
237
Hexagon Capital Partners
Arkansas
$10.2K +$6.09K +135 +148%
CT
238
Colonial Trust
South Carolina
$10.1K
NA
239
NewEdge Advisors
Louisiana
$8.94K
IA
240
IFP Advisors
Florida
$8.36K +$45 +1 +0.5%
VCM
241
Versant Capital Management
Arizona
$6.95K +$6.95K +154 New
GA
242
GoalVest Advisory
New York
$6.86K +$1.08K +24 +19%
CFGS
243
Concourse Financial Group Securities
Alabama
$6.09K
FFA
244
Farther Finance Advisors
California
$5.87K
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$5.28K +$4.15K +92 +368%
Mitsubishi UFJ Asset Management
246
Mitsubishi UFJ Asset Management
Japan
$3.25K +$3.25K +72 New
Bessemer Group
247
Bessemer Group
New Jersey
$3K -$92.2K -1,752 -97%
BIA
248
Bell Investment Advisors
California
$2.66K -$632 -14 -19%
FMII
249
Farmers & Merchants Investments Inc
Nebraska
$2.03K +$2.03K +45 New
HNB
250
Huntington National Bank
Ohio
$1.99K -$2.26K -50 -53%