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Moelis & Co

314 hedge funds and large institutions have $3.6B invested in Moelis & Co in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 119 increasing their positions, 99 reducing their positions, and 33 closing their positions.

Holders
314
Holders Change
+24
Holders Change %
+8.28%
% of All Funds
4.85%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
60
Increased
119
Reduced
99
Closed
33
Calls
$3.18M
Puts
$1.45M
Net Calls
+$1.73M
Net Calls Change
+$794K
Name Market Value Shares Shares
Change
Shares
Change %
KPCM
276
Kings Point Capital Management
New York
$34K 548
GLLW
277
Graves Light Lenhart Wealth
Virginia
$33K 530 -217 -29%
C
278
Covestor
United Kingdom
$29K 466 +466 New
CMF
279
Counterpoint Mutual Funds
California
$26K 418 +418 New
RFA
280
Reilly Financial Advisors
California
$20K 325
CWS
281
Confluence Wealth Services
Pennsylvania
$20K 320 +320 New
Manulife (Manufacturers Life Insurance)
282
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.7K 315,675 +17,153 +6%
Jones Financial Companies
283
Jones Financial Companies
Missouri
$19K 309
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$17K 276 +276 New
RE
285
RBC Europe
United Kingdom
$16K 255 -10,000 -98%
TWA
286
TCI Wealth Advisors
Arizona
$14K 218
HIA
287
Harbor Investment Advisory
Maryland
$13K 200
LC
288
Lindbrook Capital
California
$11K 176
S
289
SignatureFD
Georgia
$11K 168 +11 +7%
HR
290
Howe & Rusling
New York
$10K 158 +77 +95%
IA
291
IFP Advisors
Florida
$9K 145 -96 -40%
NFG
292
Next Financial Group
Texas
$8K 123
CFN
293
Cordasco Financial Network
Florida
$8K 135
PCG
294
Private Capital Group
Connecticut
$8K 134 +2 +2%
PA
295
Parallel Advisors
California
$8K 124 +4 +3%
BIA
296
Bell Investment Advisors
California
$7K 113 +70 +163%
CFGS
297
Concourse Financial Group Securities
Alabama
$6K 100
HNB
298
Huntington National Bank
Ohio
$4K 58
BWM
299
BerganKDV Wealth Management
Minnesota
$4K 56
RA
300
Rise Advisors
New York
$3.3K 53 +53 New