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Moelis & Co
MC

Overview Fund Activity

259 hedge funds and large institutions have $2.42B invested in Moelis & Co in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 102 increasing their positions, 85 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
-23
Holders Change %
-8.16%
% of All Funds
4.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
37
Increased
102
Reduced
85
Closed
52
Calls
$2.02M
Puts
$4.62M
Net Calls
-$2.6M
Net Calls Change
-$4.06M

Top Buyers

1
WA
Wasatch Advisors
Utah
$88.7M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$241M
3
BlackRock
BlackRock
New York
$217M
4
MAM
Madison Asset Management
Wisconsin
$30.4M
5
Renaissance Technologies
Renaissance Technologies
New York
$16.3M

Top Sellers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
2
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
3
GC
Gillson Capital
Illinois
$1.58M
4
BAMCO Inc
BAMCO Inc
New York
$24.3M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
276
Mackenzie Financial
Ontario, Canada
– -$311K -6,620 Closed
Baird Financial Group
277
Baird Financial Group
Wisconsin
– -$310K -6,601 Closed
XT
278
XTX Topco
Cayman Islands
– -$306K -6,518 Closed
CAN
279
Cetera Advisor Networks
California
– -$299K -6,366 Closed
JAM
280
Jupiter Asset Management
United Kingdom
– -$278K -5,933 Closed
RJFSA
281
Raymond James Financial Services Advisors
Florida
– -$276K -5,877 Closed
BC
282
Bridgefront Capital
Texas
– -$269K -5,720 Closed
OR
283
Olympiad Research
Connecticut
– -$236K -5,019 Closed
CAM
284
Campion Asset Management
Virginia
– -$232K -4,940 Closed
KAS
285
Kestra Advisory Services
Texas
– -$226K -4,806 Closed
WSTAM
286
Wilbanks Smith & Thomas Asset Management
Virginia
– -$204K -4,589 Closed
UCFA
287
United Capital Financial Advisors
Texas
– -$215K -4,570 Closed
BAM
288
Belpointe Asset Management
Nevada
– -$207K -4,389 Closed
Walleye Trading
289
Walleye Trading
New York
– -$158K -3,368 Closed
SQA
290
Simon Quick Advisors
New Jersey
– -$106K -2,253 Closed
VanEck Associates
291
VanEck Associates
New York
– -$79K -1,691 Closed
MIP
292
Mondrian Investment Partners
United Kingdom
– -$35K -752 Closed
MA
293
MUFG Americas
New York
– -$20K -423 Closed
FPS
294
Fieldpoint Private Securities
Connecticut
– -$19K -414 Closed
Creative Planning
295
Creative Planning
Kansas
– -$15K -325 Closed
CA
296
Clearstead Advisors
Ohio
– -$10K -215 Closed
AW
297
Alaethes Wealth
Nevada
– -$10K -211 Closed
HIA
298
Harbor Investment Advisory
Maryland
– -$9K -200 Closed
TWC
299
TD Waterhouse Canada
Ontario, Canada
– -$9.57K -161 Closed
SSG
300
Summit Securities Group
New York
– -$5K -100 Closed
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