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Moelis & Co
MC

Overview Fund Activity

246 hedge funds and large institutions have $2.12B invested in Moelis & Co in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 128 increasing their positions, 70 reducing their positions, and 32 closing their positions.

Holders
246
Holders Change
-13
Holders Change %
-5.02%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
128
Reduced
70
Closed
32
Calls
$2.4M
Puts
$5.05M
Net Calls
-$2.65M
Net Calls Change
-$50K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$104M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$234M
3
RJA
3
Raymond James & Associates
Florida
$12.7M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$18M
5
Wells Fargo
5
Wells Fargo
California
$34.1M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.2M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$36.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$7.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
251
WesBanco Bank
West Virginia
– -$405K -10,289 Closed
DCM
252
Dupont Capital Management
Delaware
– -$367K -9,334 Closed
Franklin Resources
253
Franklin Resources
California
– -$364K -9,259 Closed
HW
254
Hancock Whitney
Mississippi
– -$285K -7,235 Closed
SCA
255
Snowden Capital Advisors
New York
– -$229K -5,827 Closed
Prudential Financial
256
Prudential Financial
New Jersey
– -$232K -5,822 Closed
JG
257
Jefferies Group
New York
– -$226K -5,754 Closed
CF
258
Cantor Fitzgerald
New York
– -$225K -5,725 Closed
CANY
259
Caxton Associates (New York)
New York
– -$217K -5,523 Closed
New York State Teachers Retirement System (NYSTRS)
260
New York State Teachers Retirement System (NYSTRS)
New York
– -$212K -5,400 Closed
CPIG
261
Chicago Partners Investment Group
Illinois
– -$250K -5,368 Closed
ORC
262
O'Rourke & Company
Massachusetts
– -$205K -5,215 Closed
GC
263
Globeflex Capital
California
– -$105K -2,674 Closed
ACM
264
Aquatic Capital Management
Illinois
– -$79K -2,000 Closed
VVP
265
Venture Visionary Partners
Ohio
– -$23.9K -608 Closed
SOW
266
State of Wyoming
Wyoming
– -$17K -421 Closed
BMD
267
Better Money Decisions
New Mexico
– -$8K -207 Closed
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
– -$8K -201 Closed
BI
269
Bramshill Investments
Florida
– -$7K -190 Closed
PFS
270
Prospera Financial Services
Texas
– -$7K -173 Closed
HS
271
Horan Securities
United States
– -$4K -100 Closed
7 8 9 10
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