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Moelis & Co

280 hedge funds and large institutions have $4.1B invested in Moelis & Co in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 107 reducing their positions, and 35 closing their positions.

Holders
280
Holders Change
+13
Holders Change %
+4.87%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
53
Increased
84
Reduced
107
Closed
35
Calls
$3.32M
Puts
$2.53M
Net Calls
+$792K
Net Calls Change
-$1.45M
Name Market Value Shares Shares
Change
Shares
Change %
Two Sigma Advisers
226
Two Sigma Advisers
New York
$202K 3,600 +3,600 New
PA
227
Parallel Advisors
California
$94.3K 1,680 -77 -4%
KBC Group
228
KBC Group
Belgium
$93K 1,663
Nisa Investment Advisors
229
Nisa Investment Advisors
Missouri
$89.4K 1,593 -4,000 -72%
AssetMark Inc
230
AssetMark Inc
California
$84.5K 1,505 +276 +22%
C
231
Covestor
United Kingdom
$80K 1,429 -483 -25%
TWM
232
Tradition Wealth Management
Minnesota
$71K 1,260 +14 +1%
S
233
SignatureFD
Georgia
$68.1K 1,214 -7 -0.6%
FHA
234
First Horizon Advisors
Tennessee
$61.7K 1,099
HPC
235
HM Payson & Co
Maine
$52.3K 931
EBA
236
Eagle Bay Advisors
New York
$43.2K 770
PTC
237
Private Trust Company
Ohio
$34.8K 620
MFG
238
Mendota Financial Group
Wisconsin
$34.5K 614 +614 New
GI
239
GAMMA Investing
California
$34K 619 +619 New
CSB
240
City State Bank
Iowa
$31K 550
Nomura Asset Management
241
Nomura Asset Management
Japan
$21.3K 380
TCOV
242
Trust Company of Vermont
Vermont
$20.8K 371 +371 New
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$17K 295 -97 -25%
UB
244
UMB Bank
Missouri
$15.5K 276 -599 -68%
NA
245
NewEdge Advisors
Louisiana
$15.4K 275 +77 +39%
LC
246
Lindbrook Capital
California
$15.3K 273 -7 -3%
HCP
247
Hexagon Capital Partners
Arkansas
$14.9K 265 +39 +17%
GRP
248
Global Retirement Partners
California
$14.7K 275 +1 +0.4%
CT
249
Colonial Trust
South Carolina
$12.6K 224
FBC
250
Fairfield, Bush & Co
Connecticut
$12K 213 +213 New