MC icon

Moelis & Co
MC

Overview Fund Activity

290 hedge funds and large institutions have $3.47B invested in Moelis & Co in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 86 reducing their positions, and 28 closing their positions.

Holders
290
Holders Change
+18
Holders Change %
+6.62%
% of All Funds
5.09%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
48
Increased
103
Reduced
86
Closed
28
Calls
$4.65M
Puts
$3.71M
Net Calls
+$938K
Net Calls Change
+$2.13M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$41.6M
2
PAM
2
Panagora Asset Management
Massachusetts
$9.64M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$8.83M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$14.2M
5
WHG
5
Westwood Holdings Group
Texas
$76.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$133M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$356M
3
BAMCO Inc
3
BAMCO Inc
New York
$54.5M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$51.8M
5
LCOV
5
London Company of Virginia
Virginia
$222M
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$34.2M 553,097 +37,980 +7%
Bank of America
27
Bank of America
North Carolina
$32.9M 531,556 +5,527 +1%
Charles Schwab
28
Charles Schwab
California
$32.6M 526,187 +1,640 +0.3%
HCL
29
Heard Capital LLC
Illinois
$29.1M 470,170 -60 -0%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$27.9M 451,513 +20,609 +5%
TCM
31
Tributary Capital Management
Nebraska
$20.1M 324,208 -4,788 -1%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$18.9M 305,833 -12,551 -4%
Goldman Sachs
33
Goldman Sachs
New York
$18.5M 298,917 +69,625 +30%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.5M 298,522 -109,914 -27%
PPA
35
Parametric Portfolio Associates
Washington
$17.9M 289,359 +10,457 +4%
RJA
36
Raymond James & Associates
Florida
$17.8M 287,173 +3,617 +1%
CM
37
Capital Management
Virginia
$16.8M 271,435 -17,030 -6%
Jennison Associates
38
Jennison Associates
New York
$16.4M 264,835 +17,358 +7%
ARS
39
Adirondack Retirement Specialists
New York
$15.1M 243,710 +73,448 +43%
Robeco Institutional Asset Management
40
Robeco Institutional Asset Management
Netherlands
$14.2M 229,435 +142,346 +163%
Morgan Stanley
41
Morgan Stanley
New York
$13.7M 221,604 +76,298 +53%
Deutsche Bank
42
Deutsche Bank
Germany
$12.7M 205,279 -6,404 -3%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$11.9M 192,247 +30,990 +19%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$11.6M 187,598 -9,353 -5%
PC
45
Pier Capital
Connecticut
$11.6M 186,981 -2,846 -1%
Invesco
46
Invesco
Georgia
$11.5M 185,147 -17,000 -8%
WAM
47
Winslow Asset Management
Ohio
$10.8M 174,203 -1,735 -1%
Renaissance Technologies
48
Renaissance Technologies
New York
$10.6M 171,344 -69,900 -29%
PAM
49
Panagora Asset Management
Massachusetts
$9.64M 155,752 +155,752 New
Citadel Advisors
50
Citadel Advisors
Florida
$9.58M 154,840 -170,464 -52%
1
2
3 4 5