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Moelis & Co
MC

Overview Fund Activity

272 hedge funds and large institutions have $3.21B invested in Moelis & Co in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 71 reducing their positions, and 28 closing their positions.

Holders
272
Holders Change
+13
Holders Change %
+5.02%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
41
Increased
108
Reduced
71
Closed
28
Calls
$6.07M
Puts
$7.26M
Net Calls
-$1.2M
Net Calls Change
-$1.49M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$337M
2
State Street
2
State Street
Massachusetts
$69.3M
3
LCOV
3
London Company of Virginia
Virginia
$214M
4
HCL
4
Heard Capital LLC
Illinois
$26.8M
5
WA
5
Wasatch Advisors
Utah
$57M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$122M
2
CRM
2
Cramer Rosenthal McGlynn
Connecticut
$9.45M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$59.3M
4
BlackRock
4
BlackRock
New York
$258M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$25.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$29.8M 524,547 +44,351 +9%
Norges Bank
27
Norges Bank
Norway
$29.3M 515,117 +67,976 +15%
HCL
28
Heard Capital LLC
Illinois
$26.8M 470,230 +163,370 +53%
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$25.1M 440,724 -256,875 -37%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$24.5M 430,904 +33,347 +8%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.2M 408,436 +23,610 +6%
TCM
32
Tributary Capital Management
Nebraska
$18.7M 328,996 -15,634 -5%
Citadel Advisors
33
Citadel Advisors
Florida
$18.5M 325,304 +75,221 +30%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$18.1M 318,384 +50,850 +19%
CM
35
Capital Management
Virginia
$16.4M 288,465 +77,670 +37%
ARS
36
Adirondack Retirement Specialists
New York
$16.2M 170,262 +3,220 +2%
RJA
37
Raymond James & Associates
Florida
$16.1M 283,556 +47,554 +20%
PPA
38
Parametric Portfolio Associates
Washington
$15.9M 278,902 +15,658 +6%
Millennium Management
39
Millennium Management
New York
$15M 263,347 +13,429 +5%
Jennison Associates
40
Jennison Associates
New York
$14.1M 247,477 -7,697 -3%
Renaissance Technologies
41
Renaissance Technologies
New York
$13.7M 241,244 -130,600 -35%
Goldman Sachs
42
Goldman Sachs
New York
$13M 229,292 -92,415 -29%
Deutsche Bank
43
Deutsche Bank
Germany
$12M 211,683 +8,691 +4%
Invesco
44
Invesco
Georgia
$11.5M 202,147 +34,094 +20%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$11.2M 196,951 +38,794 +25%
PC
46
Pier Capital
Connecticut
$10.8M 189,827 -26,465 -12%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$10.1M 176,688 -5,516 -3%
WAM
48
Winslow Asset Management
Ohio
$10M 175,938 +506 +0.3%
First Trust Advisors
49
First Trust Advisors
Illinois
$9.69M 170,364 +33,746 +25%
CRM
50
Cramer Rosenthal McGlynn
Connecticut
$9.45M 166,137 -362,473 -69%
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