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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 %
SIC
276
SJS Investment Consulting
Ohio
$562 10 -2 -17%
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
$561 10 +6 +150%
AWM
278
Abound Wealth Management
Tennessee
$450 8 +8 New
TWP
279
TFO Wealth Partners
Ohio
$393 7 – –
GWS
280
Glassman Wealth Services
Virginia
$168 3 -3 -50%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
281
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -375,000 Closed
Assenagon Asset Management
282
Assenagon Asset Management
Luxembourg
– – -137,713 Closed
National Bank of Canada
283
National Bank of Canada
Quebec, Canada
– – -83,505 Closed
Canada Pension Plan Investment Board
284
Canada Pension Plan Investment Board
Ontario, Canada
– – -78,000 Closed
Citadel Advisors
285
Citadel Advisors
Florida
– – -61,556 Closed
Schroder Investment Management Group
286
Schroder Investment Management Group
United Kingdom
– – -52,365 Closed
ECM
287
ExodusPoint Capital Management
New York
– – -33,969 Closed
Holocene Advisors
288
Holocene Advisors
New York
– – -30,254 Closed
N
289
Numerai
California
– – -24,525 Closed
First Trust Advisors
290
First Trust Advisors
Illinois
– – -20,653 Closed
DTL
291
Dynamic Technology Lab
Singapore
– – -15,878 Closed
IP
292
Ignite Planners
California
– – -15,391 Closed
QCM
293
Qsemble Capital Management
New York
– – -13,900 Closed
CIA
294
Capital Impact Advisors
Massachusetts
– – -12,898 Closed
QCM
295
QRG Capital Management
Illinois
– – -12,353 Closed
SIA
296
SkyView Investment Advisors
New Jersey
– – -12,038 Closed
WB
297
WesBanco Bank
West Virginia
– – -11,596 Closed
Mercer Global Advisors
298
Mercer Global Advisors
Colorado
– – -8,525 Closed
XT
299
XTX Topco
Cayman Islands
– – -5,532 Closed
DWM
300
Drive Wealth Management
Utah
– – -5,397 Closed
9 10 11
12
13