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Moelis & Co
MC

Overview Fund Activity

282 hedge funds and large institutions have $2.78B invested in Moelis & Co in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 96 reducing their positions, and 56 closing their positions.

Holders
282
Holders Change
-32
Holders Change %
-10.19%
% of All Funds
4.46%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
28
Increased
124
Reduced
96
Closed
56
Calls
$2.43M
Puts
$972K
Net Calls
+$1.46M
Net Calls Change
-$272K

Top Buyers

1
HCL
1
Heard Capital LLC
Illinois
$65.2M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$141M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$22.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$111M
5
WHG
5
Westwood Holdings Group
Texas
$76.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.3M
2
PAM
2
Panagora Asset Management
Massachusetts
$814K
3
SSA
3
Schonfeld Strategic Advisors
New York
$944K
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$409K
Name Market Value Shares Shares
Change 		Shares
Change %
AW
251
Alaethes Wealth
Nevada
$10K 211 +211 New
CA
252
Clearstead Advisors
Ohio
$10K 215 +215 New
TWC
253
TD Waterhouse Canada
Ontario, Canada
$9.57K 161 +161 New
HIA
254
Harbor Investment Advisory
Maryland
$9K 200 – –
HR
255
Howe & Rusling
New York
$8K 180 +22 +14%
PFS
256
Prospera Financial Services
Texas
$8K 173 +173 New
National Bank of Canada
257
National Bank of Canada
Quebec, Canada
$8K 178 +178 New
PCG
258
Private Capital Group
Connecticut
$7K 138 +4 +3%
S
259
SignatureFD
Georgia
$6K 137 -31 -18%
CFN
260
Cordasco Financial Network
Florida
$6K 135 – –
TCCM
261
Timber Creek Capital Management
Massachusetts
$6K 140 +140 New
PA
262
Parallel Advisors
California
$5K 97 -27 -22%
CFGS
263
Concourse Financial Group Securities
Alabama
$5K 100 – –
SSG
264
Summit Securities Group
New York
$5K 100 +100 New
Simplex Trading
265
Simplex Trading
Illinois
$4K 91 -540 -86%
HNB
266
Huntington National Bank
Ohio
$3K 58 – –
BWM
267
BerganKDV Wealth Management
Minnesota
$3K 56 – –
RA
268
Rise Advisors
New York
$3K 53 – –
SIS
269
Sound Income Strategies
Florida
$2K 44 – –
PMFA
270
Plante Moran Financial Advisors
Michigan
$1K 28 – –
WT
271
Washington Trust
Rhode Island
$1K 31 +4 +15%
CI
272
Cordant Inc
Oregon
$1K 16 +16 New
JWA
273
JFS Wealth Advisors
Pennsylvania
$1K 28 +16 +133%
GWS
274
Glassman Wealth Services
Virginia
$1K 25 +22 +733%
Macquarie Group
275
Macquarie Group
Australia
$46 981 – –
9 10
11
12 13