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Moelis & Co
MC

Overview Fund Activity

290 hedge funds and large institutions have $3.47B invested in Moelis & Co in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+18
Holders Change %
+6.62%
% of All Funds
5.09%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
48
Increased
103
Reduced
86
Closed
28
Calls
$4.65M
Puts
$3.71M
Net Calls
+$938K
Net Calls Change
+$2.13M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$41.6M
2
PAM
Panagora Asset Management
Massachusetts
$9.64M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$8.83M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$14.2M
5
WHG
Westwood Holdings Group
Texas
$76.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$133M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$356M
3
BAMCO Inc
BAMCO Inc
New York
$54.5M
4
VNIM
Vaughan Nelson Investment Management
Texas
$51.8M
5
LCOV
London Company of Virginia
Virginia
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETC
251
Exchange Traded Concepts
Oklahoma
$37K +$10.7K +171 +41%
KPCM
252
Kings Point Capital Management
New York
$34K +$34K +548 New
LWM
253
Liberty Wealth Management
California
$28K +$14.1K +212 +101%
CA
254
Clearstead Advisors
Ohio
$28K +$28K +456 New
RFA
255
Reilly Financial Advisors
California
$20K – – –
Jones Financial Companies
256
Jones Financial Companies
Missouri
$19K – – –
MA
257
MUFG Americas
New York
$17K +$17K +268 New
HFM
258
Harvest Fund Management
China
$17K +$17K +284 New
IA
259
IFP Advisors
Florida
$15K +$62 +1 +0.4%
BMD
260
Better Money Decisions
New Mexico
$13K – – –
TWA
261
TCI Wealth Advisors
Arizona
$13K +$13K +218 New
HIA
262
Harbor Investment Advisory
Maryland
$12K – – –
LC
263
Lindbrook Capital
California
$11K – – –
S
264
SignatureFD
Georgia
$10K +$955 +15 +11%
PCG
265
Private Capital Group
Connecticut
$8K -$909 -15 -10%
CFN
266
Cordasco Financial Network
Florida
$8K – – –
CFA
267
Cahill Financial Advisors
Minnesota
$8K +$8K +135 New
NFG
268
Next Financial Group
Texas
$7K – – –
PA
269
Parallel Advisors
California
$7K +$2.04K +35 +41%
CFD
270
Creative Financial Designs
Indiana
$6K – – –
CFGS
271
Concourse Financial Group Securities
Alabama
$6K – – –
HR
272
Howe & Rusling
New York
$5K -$802 -13 -14%
AF
273
Allworth Financial
California
$5K +$5K +82 New
RIA
274
RPG Investment Advisory
California
$4K – – –
HNB
275
Huntington National Bank
Ohio
$4K +$4K +58 New
9 10
11
12 13