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Moelis & Co
MC

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$189M
3
Norges Bank
3
Norges Bank
Norway
$41.7M
4
BlackRock
4
BlackRock
New York
$449M
5
ACL
5
Azora Capital LP
Florida
$10.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$64.4M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$398M
4
WA
4
Wasatch Advisors
Utah
$183M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$42.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$10.3K 183 +66 +56%
PS
252
Principal Securities
Iowa
$10.1K 180 +180 New
FFA
253
Farther Finance Advisors
California
$8.98K 160 +30 +23%
IA
254
IFP Advisors
Florida
$8.88K 158 -27 -15%
BFEC
255
Benjamin F. Edwards & Company
Missouri
$8K 137 +137 New
CFGS
256
Concourse Financial Group Securities
Alabama
$7.58K 135 – –
BTI
257
Blue Trust Inc
Georgia
$6K 129 +129 New
TCWA
258
Turtle Creek Wealth Advisors
Texas
$4.32K 77 +77 New
Mitsubishi UFJ Asset Management
259
Mitsubishi UFJ Asset Management
Japan
$3.92K 72 – –
PWMG
260
Private Wealth Management Group
New Jersey
$3.65K 65 +65 New
BIA
261
Bell Investment Advisors
California
$3.31K 59 – –
EWA
262
EverSource Wealth Advisors
Alabama
$3.31K 59 +44 +293%
NB
263
NBT Bank
New York
$3.14K 56 +56 New
Bessemer Group
264
Bessemer Group
New Jersey
$3K 55 -2 -4%
VCM
265
Versant Capital Management
Arizona
$2.86K 51 -103 -67%
QCG
266
Quadrant Capital Group
Ohio
$2.86K 51 +37 +264%
FMII
267
Farmers & Merchants Investments Inc
Nebraska
$2.53K 45 – –
HNB
268
Huntington National Bank
Ohio
$2.47K 44 – –
SIS
269
Sound Income Strategies
Florida
$2.47K 44 – –
AF
270
Allworth Financial
California
$1.74K 31 – –
JWA
271
JFS Wealth Advisors
Pennsylvania
$1.63K 29 -9 -24%
WIM
272
Westside Investment Management
California
$1.63K 29 – –
AF
273
Advisornet Financial
Minnesota
$786 14 +14 New
BF
274
BOK Financial
Oklahoma
$785 14 +14 New
PFBT
275
Parkside Financial Bank & Trust
Missouri
$562 10 -27 -73%
9 10
11
12 13