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Moelis & Co
MC

Overview Fund Activity

259 hedge funds and large institutions have $2.42B invested in Moelis & Co in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 102 increasing their positions, 85 reducing their positions, and 52 closing their positions.

Holders
259
Holders Change
-23
Holders Change %
-8.16%
% of All Funds
4.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
37
Increased
102
Reduced
85
Closed
52
Calls
$2.02M
Puts
$4.62M
Net Calls
-$2.6M
Net Calls Change
-$4.06M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$88.7M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$241M
3
BlackRock
3
BlackRock
New York
$217M
4
MAM
4
Madison Asset Management
Wisconsin
$30.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$16.3M

Top Sellers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$0
2
Voloridge Investment Management
2
Voloridge Investment Management
Florida
$0
3
GC
3
Gillson Capital
Illinois
$1.58M
4
BAMCO Inc
4
BAMCO Inc
New York
$24.3M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BAMCO Inc
26
BAMCO Inc
New York
$24.3M 618,412 -168,439 -21%
Charles Schwab
27
Charles Schwab
California
$24.1M 613,334 +11,352 +2%
Norges Bank
28
Norges Bank
Norway
$22.6M 573,818 -10,536 -2%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$21.9M 555,685 -496 -0.1%
Bank of America
30
Bank of America
North Carolina
$20.6M 523,788 -25,194 -5%
VNIM
31
Vaughan Nelson Investment Management
Texas
$18.8M 477,352 +82,395 +21%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.4M 441,254 +1,420 +0.3%
CM
33
Capital Management
Virginia
$17.3M 440,765 +69,673 +19%
ARS
34
Adirondack Retirement Specialists
New York
$16.5M 423,639 +235,031 +125%
Renaissance Technologies
35
Renaissance Technologies
New York
$16.3M 414,244 +338,700 +448%
Goldman Sachs
36
Goldman Sachs
New York
$16.3M 414,155 -98,505 -19%
TCM
37
Tributary Capital Management
Nebraska
$15.3M 388,133 +35,460 +10%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$11.2M 283,464 -23,630 -8%
Jennison Associates
39
Jennison Associates
New York
$10.7M 270,892 +6,902 +3%
Principal Financial Group
40
Principal Financial Group
Iowa
$10.5M 267,519 -11,804 -4%
Invesco
41
Invesco
Georgia
$10.2M 259,531 +6,470 +3%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$10.1M 256,631 +28,293 +12%
First Trust Advisors
43
First Trust Advisors
Illinois
$8.1M 205,830 +98,843 +92%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$7.75M 196,916 +54,406 +38%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$7.47M 189,975 +72,093 +61%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$7.33M 186,330 -7,618 -4%
Deutsche Bank
47
Deutsche Bank
Germany
$7.05M 179,222 -1,865 -1%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$6.9M 175,323 +111,463 +175%
American Century Companies
49
American Century Companies
Missouri
$6.79M 172,479 +109 +0.1%
WAM
50
Winslow Asset Management
Ohio
$6.7M 170,231 +2,032 +1%
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