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Moelis & Co
MC

Overview Fund Activity

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

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$159M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$401M
3
Millennium Management
3
Millennium Management
New York
$30.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$37.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$25.3M

Top Sellers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$25.4M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$91.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$120M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$348M
5
RA
5
Royce & Associates
New York
$32.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SIS
301
Sound Income Strategies
Florida
$3K 44 – –
CA
302
CoreCap Advisors
Michigan
$3K 40 +40 New
PMFA
303
Plante Moran Financial Advisors
Michigan
$2K 28 – –
WT
304
Washington Trust
Rhode Island
$2K 27 +6 +29%
JFGIW
305
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K 14 -14 -50%
SC
306
Schubert & Co
Texas
$1K 8 +8 New
BWA
307
BDO Wealth Advisors
Florida
$1K 9 +9 New
JWA
308
JFS Wealth Advisors
Pennsylvania
$1K 12 +12 New
VRS
309
Virginia Retirement Systems
Virginia
$544 8,700 -20,500 -70%
CP
310
Castleview Partners
Texas
$145 9,063 +9,063 New
FGAM
311
Financial Gravity Asset Management
Texas
$29 126 +125 +12,500%
WIM
312
Westside Investment Management
California
$1 29 – –
HF
313
HRT Financial
New York
– – -27,949 Closed
MGIM
314
M&G Investment Management
United Kingdom
– – -26,986 Closed
SC
315
Shay Capital
New York
– – -15,000 Closed
EIM
316
Essex Investment Management
Massachusetts
– – -13,510 Closed
WG
317
Winton Group
United Kingdom
– – -11,782 Closed
CC
318
Centiva Capital
New York
– – -11,548 Closed
MAM
319
Meeder Asset Management
Ohio
– – -11,222 Closed
MC
320
Maverick Capital
Texas
– – -11,014 Closed
Skandinaviska Enskilda Banken (SEB)
321
Skandinaviska Enskilda Banken (SEB)
Sweden
– – -7,200 Closed
SW
322
SVB Wealth
Massachusetts
– – -6,775 Closed
SCA
323
Snowden Capital Advisors
New York
– – -5,643 Closed
SFI
324
Susquehanna Fundamental Investments
Pennsylvania
– – -5,582 Closed
WI
325
WBI Investments
New Jersey
– – -5,485 Closed
10 11 12
13
14