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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 %
CM
326
Capula Management
Cayman Islands
– – -5,344 Closed
KAS
327
Kestra Advisory Services
Texas
– – -4,538 Closed
NICM
328
Neo Ivy Capital Management
New York
– – -4,399 Closed
SAM
329
Sawgrass Asset Management
Florida
– – -3,770 Closed
NB
330
Northwest Bancshares
Pennsylvania
– – -3,748 Closed
RJT
331
Raymond James Trust
Florida
– – -3,724 Closed
Squarepoint
332
Squarepoint
New York
– – -3,622 Closed
Group One Trading
333
Group One Trading
Illinois
– – -1,902 Closed
HPC
334
HM Payson & Co
Maine
– – -1,089 Closed
SC
335
Solstein Capital
California
– – -680 Closed
CA
336
Clearstead Advisors
Ohio
– – -456 Closed
LWM
337
Liberty Wealth Management
California
– – -422 Closed
BMD
338
Better Money Decisions
New Mexico
– – -207 Closed
CFA
339
Cahill Financial Advisors
Minnesota
– – -135 Closed
CFD
340
Creative Financial Designs
Indiana
– – -95 Closed
AF
341
Allworth Financial
California
– – -82 Closed
RIA
342
RPG Investment Advisory
California
– – -70 Closed
KIG
343
Kowal Investment Group
Wisconsin
– – -70 Closed
HI
344
Harbour Investments
Wisconsin
– – -3 Closed
GKWIM
345
Gerber Kawasaki Wealth & Investment Management
California
– – -1 Closed
AssetMark Inc
346
AssetMark Inc
California
$0 2 – –
GWS
347
Glassman Wealth Services
Virginia
$0 3 – –
Walleye Trading
348
Walleye Trading
New York
– – – –
10 11 12 13
14