MC icon

Moelis & Co
MC

Overview Fund Activity

350 hedge funds and large institutions have $5.26B invested in Moelis & Co in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 115 increasing their positions, 116 reducing their positions, and 41 closing their positions.

Holders
350
Holders Change
+20
Holders Change %
+6.06%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
66
Increased
115
Reduced
116
Closed
41
Calls
$9.01M
Puts
$1.36M
Net Calls
+$7.65M
Net Calls Change
+$2.78M

Top Buyers

1
MIA
1
Madison Investment Advisors
Wisconsin
$86.1M
2
Norges Bank
2
Norges Bank
Norway
$52.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$53.4M
4
Raymond James Financial
4
Raymond James Financial
Florida
$27.9M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$20.7M

Top Sellers

1
HCL
1
Heard Capital LLC
Illinois
$62.2M
2
TAM
2
Timucuan Asset Management
Florida
$148M
3
WHG
3
Westwood Holdings Group
Texas
$0
4
MAM
4
Madison Asset Management
Wisconsin
$86.1M
5
WA
5
Wasatch Advisors
Utah
$194M
Name Market Value Shares Shares
Change 		Shares
Change %
WHG
351
Westwood Holdings Group
Texas
– – -486,176 Closed
Connor, Clark & Lunn Investment Management (CC&L)
352
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -155,508 Closed
SPS
353
Susquehanna Portfolio Strategies
Pennsylvania
– – -109,275 Closed
EI
354
EAM Investors
California
– – -67,931 Closed
HF
355
HRT Financial
New York
– – -49,370 Closed
CCIA
356
Campbell & Co Investment Adviser
Maryland
– – -46,226 Closed
SEC
357
Seven Eight Capital
New York
– – -30,265 Closed
MIM
358
Monashee Investment Management
Massachusetts
– – -30,000 Closed
Holocene Advisors
359
Holocene Advisors
New York
– – -26,755 Closed
DTL
360
Dynamic Technology Lab
Singapore
– – -24,870 Closed
N
361
Natixis
France
– – -18,500 Closed
TC
362
TwinBeech Capital
New York
– – -13,292 Closed
ACM
363
Aster Capital Management
United Arab Emirates
– – -9,880 Closed
VF
364
Virtu Financial
New York
– – -9,242 Closed
FNA
365
First National Advisers
Nebraska
– – -7,051 Closed
NC
366
nVerses Capital
Florida
– – -6,300 Closed
Acadian Asset Management
367
Acadian Asset Management
Massachusetts
– – -5,441 Closed
BWP
368
Baldwin Wealth Partners
Massachusetts
– – -5,210 Closed
SG Americas Securities
369
SG Americas Securities
New York
– – -4,964 Closed
PTC
370
Petrus Trust Company
Texas
– – -4,836 Closed
CC
371
Centiva Capital
New York
– – -4,612 Closed
PP
372
Paloma Partners
Connecticut
– – -4,258 Closed
DC
373
Diametric Capital
Massachusetts
– – -4,118 Closed
BC
374
Bridgefront Capital
Texas
– – -3,551 Closed
PCM
375
Prelude Capital Management
New York
– – -3,457 Closed
12 13 14
15
16