MC icon

Moelis & Co
MC

Overview Fund Activity

282 hedge funds and large institutions have $2.78B invested in Moelis & Co in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 96 reducing their positions, and 56 closing their positions.

Holders
282
Holders Change
-32
Holders Change %
-10.19%
% of All Funds
4.46%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
28
Increased
124
Reduced
96
Closed
56
Calls
$2.43M
Puts
$972K
Net Calls
+$1.46M
Net Calls Change
-$272K

Top Buyers

1
HCL
1
Heard Capital LLC
Illinois
$65.2M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$141M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$22.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$111M
5
WHG
5
Westwood Holdings Group
Texas
$76.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.3M
2
PAM
2
Panagora Asset Management
Massachusetts
$814K
3
SSA
3
Schonfeld Strategic Advisors
New York
$944K
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$409K
Name Market Value Shares Shares
Change 		Shares
Change %
RA
26
Royce & Associates
New York
$26.7M 569,047 +49,787 +10%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$26.1M 556,181 +17,074 +3%
Bank of America
28
Bank of America
North Carolina
$25.8M 548,982 -12,324 -2%
Goldman Sachs
29
Goldman Sachs
New York
$24.1M 512,660 -90,371 -15%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$22.2M 473,856 +449,921 +1,880%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.7M 439,834 +124,159 +39%
MAM
32
Madison Asset Management
Wisconsin
$19.7M 418,701 -3,802 -0.9%
ARS
33
Adirondack Retirement Specialists
New York
$19.6M 188,608 -35,447 -16%
VNIM
34
Vaughan Nelson Investment Management
Texas
$18.5M 394,957 -10,920 -3%
CM
35
Capital Management
Virginia
$17.4M 371,092 +74,553 +25%
TCM
36
Tributary Capital Management
Nebraska
$16.6M 352,673 +41,772 +13%
PPA
37
Parametric Portfolio Associates
Washington
$16.2M 344,263 +40,086 +13%
Morgan Stanley
38
Morgan Stanley
New York
$15.6M 332,550 -72,246 -18%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$14.2M 307,094 -5,965 -2%
Principal Financial Group
40
Principal Financial Group
Iowa
$13.1M 279,323 +35,439 +15%
Jennison Associates
41
Jennison Associates
New York
$12.4M 263,990 +7,381 +3%
Invesco
42
Invesco
Georgia
$11.9M 253,061 +67,032 +36%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$10.7M 228,338 +71,877 +46%
GC
44
Gillson Capital
Illinois
$9.84M 209,557 -26,525 -11%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$9.11M 193,948 +25,805 +15%
Deutsche Bank
46
Deutsche Bank
Germany
$8.5M 181,087 -45,729 -20%
UBS Group
47
UBS Group
Switzerland
$8.4M 178,989 +6,396 +4%
Voloridge Investment Management
48
Voloridge Investment Management
Florida
$8.11M 172,628 +119,072 +222%
American Century Companies
49
American Century Companies
Missouri
$8.09M 172,370 +2,075 +1%
WAM
50
Winslow Asset Management
Ohio
$7.9M 168,199 -5,158 -3%
1
2
3 4 5