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Moelis & Co
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
20% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 85
0.43% more ownership
Funds ownership: 94.5% → 94.94% (+0.43%)
8% less funds holding
Funds holding: 282 → 259 (-23)
13% less capital invested
Capital invested by funds: $2.78B → $2.42B (-$357M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
29% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 52
56% less call options, than puts
Call options by funds: $2.02M | Put options by funds: $4.62M
Holders
259
Holders Change
-23
Holders Change %
-8.16%
% of All Funds
4.36%
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
Salt Lake City,
Utah
|
+$53.6M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$33.1M |
| 3 |
BlackRock
New York
|
+$31.2M |
| 4 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$15.5M |
| 5 |
Renaissance Technologies
New York
|
+$14.8M |
Top Sellers
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$22.2M |
| 2 |
Voloridge Investment Management
Jupiter,
Florida
|
-$8.11M |
| 3 |
GC
Gillson Capital
Chicago,
Illinois
|
-$7.39M |
| 4 |
BAMCO Inc
New York
|
-$7.35M |
| 5 |
Millennium Management
New York
|
-$6.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FGAM
301
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$4 | -94 | Closed |
|
302
Simplex Trading
Chicago,
Illinois
| – | -$3.97K | -91 | Closed |
|
|
HNB
303
Huntington National Bank
Columbus,
Ohio
| – | -$3K | -58 | Closed |
|
|
GWS
304
Glassman Wealth Services
Vienna,
Virginia
| – | -$960 | -22 | -88% |
|
|
CI
305
Cordant Inc
Portland,
Oregon
| – | -$1K | -16 | Closed |
|
|
DI
306
Disciplined Investments
Tulsa,
Oklahoma
| – | -$87 | -2 | -22% |
|
|
SFG
307
Steward Financial Group
Colleyville,
Texas
| – | +$218 | +5 | New |
|
|
AF
308
Allworth Financial
Folsom,
California
| – | +$480 | +11 | New |
|
|
VCM
309
Versant Capital Management
Phoenix,
Arizona
| – | +$523 | +12 | New |
|