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Moelis & Co
MC

Overview Fund Activity

227 hedge funds and large institutions have $2.62B invested in Moelis & Co in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+39
Holders Change %
+20.74%
% of All Funds
4.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
63
Increased
70
Reduced
65
Closed
22
Calls
$5.43M
Puts
$1.15M
Net Calls
+$4.27M
Net Calls Change
-$708K

Top Buyers

1
BlackRock
1
BlackRock
New York
$218M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$63.8M
3
Millennium Management
3
Millennium Management
New York
$16.1M
4
WA
4
Wasatch Advisors
Utah
$47M
5
MPAM
5
Monarch Partners Asset Management
Massachusetts
$7.63M

Top Sellers

1
BAMCO Inc
1
BAMCO Inc
New York
$51.7M
2
CCM
2
Causeway Capital Management
California
$0
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$28.4M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$137M
5
PF
5
Phoenix Financial
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$24.8M – – –
Ameriprise
27
Ameriprise
Minnesota
$23.9M +$2.53M +54,187 +12%
Charles Schwab
28
Charles Schwab
California
$21.6M +$399K +8,541 +2%
TCM
29
Tributary Capital Management
Nebraska
$20.4M -$997K -21,318 -5%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$18.9M -$6.82M -145,767 -27%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.6M -$2.7M -57,636 -14%
HCL
32
Heard Capital LLC
Illinois
$16.3M -$315K -6,730 -2%
Millennium Management
33
Millennium Management
New York
$16.1M +$12.6M +269,944 +363%
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$14.6M +$1.03M +22,100 +8%
Jennison Associates
35
Jennison Associates
New York
$14.5M -$1.25M -26,772 -8%
ARS
36
Adirondack Retirement Specialists
New York
$13.9M +$13.9M +297,195 New
PPA
37
Parametric Portfolio Associates
Washington
$11.9M +$257K +5,489 +2%
RJA
38
Raymond James & Associates
Florida
$11.4M +$336K +7,177 +3%
MOACM
39
Mutual of America Capital Management
New York
$11.2M +$954K +20,407 +9%
UBS Group
40
UBS Group
Switzerland
$11.1M +$421K +8,994 +4%
Deutsche Bank
41
Deutsche Bank
Germany
$9.69M +$512K +10,955 +6%
CM
42
Capital Management
Virginia
$9.43M -$198K -4,238 -2%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$9.26M +$185K +3,956 +2%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$8.74M -$1.33M -28,431 -13%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$8.72M +$179K +3,832 +2%
WAM
46
Winslow Asset Management
Ohio
$8.35M -$10.2K -219 -0.1%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$8.17M +$35.2K +752 +0.4%
Man Group
48
Man Group
United Kingdom
$8.02M +$1.79M +38,298 +29%
MPAM
49
Monarch Partners Asset Management
Massachusetts
$7.63M +$7.63M +163,101 New
APG Asset Management
50
APG Asset Management
Netherlands
$6.85M +$1.94M +50,800 +40%
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