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Moelis & Co
MC

Overview Fund Activity

314 hedge funds and large institutions have $3.6B invested in Moelis & Co in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 119 increasing their positions, 99 reducing their positions, and 33 closing their positions.

Holders
314
Holders Change
+24
Holders Change %
+8.28%
% of All Funds
4.85%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
60
Increased
119
Reduced
99
Closed
33
Calls
$3.18M
Puts
$1.45M
Net Calls
+$1.73M
Net Calls Change
+$794K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$159M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$401M
3
Millennium Management
3
Millennium Management
New York
$30.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$37.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$25.3M

Top Sellers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$25.4M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$91.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$120M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$348M
5
RA
5
Royce & Associates
New York
$32.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$36.1M 577,146 +50,959 +10%
Bank of America
27
Bank of America
North Carolina
$35.1M 561,306 +29,750 +6%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$33.7M 539,107 +87,594 +19%
RA
29
Royce & Associates
New York
$32.5M 519,260 -187,574 -27%
Millennium Management
30
Millennium Management
New York
$30.6M 490,047 +378,075 +338%
MAM
31
Madison Asset Management
Wisconsin
$26.4M 422,503 -186,014 -31%
VNIM
32
Vaughan Nelson Investment Management
Texas
$25.4M 405,877 -432,065 -52%
Morgan Stanley
33
Morgan Stanley
New York
$25.3M 404,796 +183,192 +83%
TCM
34
Tributary Capital Management
Nebraska
$19.4M 310,901 -13,307 -4%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$19M 313,059 +7,226 +2%
PPA
36
Parametric Portfolio Associates
Washington
$19M 304,177 +14,818 +5%
CM
37
Capital Management
Virginia
$18.5M 296,539 +25,104 +9%
RJA
38
Raymond James & Associates
Florida
$17.9M 285,965 -1,208 -0.4%
Jennison Associates
39
Jennison Associates
New York
$16M 256,609 -8,226 -3%
Principal Financial Group
40
Principal Financial Group
Iowa
$15.2M 243,884 +96,811 +66%
PAM
41
Panagora Asset Management
Massachusetts
$14.9M 238,840 +83,088 +53%
GC
42
Gillson Capital
Illinois
$14.8M 236,082 +132,185 +127%
Deutsche Bank
43
Deutsche Bank
Germany
$14.2M 226,816 +21,537 +10%
SSA
44
Schonfeld Strategic Advisors
New York
$14.1M 225,800 +111,600 +98%
ARS
45
Adirondack Retirement Specialists
New York
$14M 224,055 -19,655 -8%
Robeco Institutional Asset Management
46
Robeco Institutional Asset Management
Netherlands
$13.5M 216,325 -13,110 -6%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$12.3M 197,325 +129,506 +191%
Invesco
48
Invesco
Georgia
$11.6M 186,029 +882 +0.5%
WAM
49
Winslow Asset Management
Ohio
$10.8M 173,357 -846 -0.5%
UBS Group
50
UBS Group
Switzerland
$10.8M 172,593 +35,293 +26%
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