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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 %
KIG
276
Kowal Investment Group
Wisconsin
$4K +$4K +70 New
SIS
277
Sound Income Strategies
Florida
$3K – – –
BIA
278
Bell Investment Advisors
California
$3K +$3K +43 New
BWM
279
BerganKDV Wealth Management
Minnesota
$3K +$3K +56 New
PMFA
280
Plante Moran Financial Advisors
Michigan
$2K – – –
JFGIW
281
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K – – –
MGIM
282
M&G Investment Management
United Kingdom
$1.67K +$1.67K +26,986 New
WT
283
Washington Trust
Rhode Island
$1K – – –
GKWIM
284
Gerber Kawasaki Wealth & Investment Management
California
$1K +$1K +1 New
BCA
285
Berman Capital Advisors
Georgia
$1K +$40 +1 +4%
Nisa Investment Advisors
286
Nisa Investment Advisors
Missouri
$854 – – –
WIM
287
Westside Investment Management
California
$1 -$32 -924 -97%
CRM
288
Cramer Rosenthal McGlynn
Connecticut
– -$9.45M -166,137 Closed
Tudor Investment Corp
289
Tudor Investment Corp
Connecticut
– -$1.76M -30,916 Closed
Two Sigma Investments
290
Two Sigma Investments
New York
– -$1.31M -22,964 Closed
QT
291
Quantbot Technologies
New York
– -$803K -14,118 Closed
Mercer Global Advisors
292
Mercer Global Advisors
Colorado
– -$801K -14,085 Closed
EGM
293
Engineers Gate Manager
New York
– -$762K -13,397 Closed
QC
294
Quadrature Capital
United Kingdom
– -$757K -13,305 Closed
JF
295
Jump Financial
Illinois
– -$620K -10,900 Closed
Voloridge Investment Management
296
Voloridge Investment Management
Florida
– -$583K -10,253 Closed
BAM
297
Blueshift Asset Management
New Jersey
– -$520K -9,145 Closed
CM
298
Caption Management
Oklahoma
– -$447K -7,852 Closed
XT
299
XTX Topco
Cayman Islands
– -$365K -6,410 Closed
OC
300
Oppenheimer & Co
New York
– -$312K -5,486 Closed
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