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Moelis & Co
MC

Overview Fund Activity

282 hedge funds and large institutions have $2.78B invested in Moelis & Co in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 96 reducing their positions, and 56 closing their positions.

Holders
282
Holders Change
-32
Holders Change %
-10.19%
% of All Funds
4.46%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
28
Increased
124
Reduced
96
Closed
56
Calls
$2.43M
Puts
$972K
Net Calls
+$1.46M
Net Calls Change
-$272K

Top Buyers

1
HCL
1
Heard Capital LLC
Illinois
$65.2M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$141M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$22.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$111M
5
WHG
5
Westwood Holdings Group
Texas
$76.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.3M
2
PAM
2
Panagora Asset Management
Massachusetts
$814K
3
SSA
3
Schonfeld Strategic Advisors
New York
$944K
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$409K
Name Market Value Shares Shares
Change 		Shares
Change %
OAM
301
Origin Asset Management
United Kingdom
– – -6,359 Closed
AA
302
ALPS Advisors
Colorado
– – -6,014 Closed
LCS
303
Levin Capital Strategies
New York
– – -6,000 Closed
FRM
304
Fox Run Management
Connecticut
– – -5,477 Closed
State of Tennessee, Department of Treasury
305
State of Tennessee, Department of Treasury
Tennessee
– – -5,218 Closed
SWA
306
SFMG Wealth Advisors
Texas
– – -5,121 Closed
GWM
307
Geneos Wealth Management
Colorado
– – -5,050 Closed
KWM
308
Kolinsky Wealth Management
New Jersey
– – -4,493 Closed
Victory Capital Management
309
Victory Capital Management
Texas
– – -3,927 Closed
GCM
310
Graham Capital Management
Connecticut
– – -3,848 Closed
M&T Bank
311
M&T Bank
New York
– – -3,667 Closed
HCM
312
Hilton Capital Management
New York
– – -3,644 Closed
PAMS
313
Pictet Asset Management (Switzerland)
Switzerland
– – -3,642 Closed
CMBA
314
C.M. Bidwell & Associates
Hawaii
– – -3,568 Closed
GCP
315
GSA Capital Partners
United Kingdom
– – -3,548 Closed
VF
316
Virtu Financial
New York
– – -3,341 Closed
VV
317
Verity & Verity
South Carolina
– – -3,299 Closed
Commonwealth Equity Services
318
Commonwealth Equity Services
Massachusetts
– – -3,252 Closed
PI
319
PEAK6 Investments
Illinois
– – -2,582 Closed
QT
320
Quantbot Technologies
New York
– – -1,438 Closed
ECG
321
Edge Capital Group
Georgia
– – -1,268 Closed
Lazard Asset Management
322
Lazard Asset Management
New York
– – -1,257 Closed
DFCM
323
Dark Forest Capital Management
Puerto Rico
– – -1,229 Closed
HFM
324
Harvest Fund Management
China
– – -1,126 Closed
FHA
325
First Horizon Advisors
Tennessee
– – -1,024 Closed
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