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Moelis & Co

332 hedge funds and large institutions have $4.91B invested in Moelis & Co in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 20

109% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $4.48M

19% more capital invested

Capital invested by funds: $4.13B → $4.91B (+$783M)

14% more funds holding

Funds holding: 292332 (+40)

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.31% less ownership

Funds ownership: 103.16%101.86% (-1.3%)

Holders
332
Holders Change
+40
Holders Change %
+13.7%
% of All Funds
4.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
63
Increased
113
Reduced
105
Closed
20
Calls
$9.35M
Puts
$4.48M
Net Calls
+$4.87M
Net Calls Change
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
IC
351
Innealta Capital
Texas
-$1.02K -18 Closed
C
352
Covestor
United Kingdom
-$65 -1 -25%
SSG
353
Summit Securities Group
New York
+$65 +1 New