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Moelis & Co
MC

Overview Fund Activity

246 hedge funds and large institutions have $2.12B invested in Moelis & Co in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 128 increasing their positions, 70 reducing their positions, and 32 closing their positions.

Holders
246
Holders Change
-13
Holders Change %
-5.02%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
128
Reduced
70
Closed
32
Calls
$2.4M
Puts
$5.05M
Net Calls
-$2.65M
Net Calls Change
-$50K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$104M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$234M
3
RJA
3
Raymond James & Associates
Florida
$12.7M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$18M
5
Wells Fargo
5
Wells Fargo
California
$34.1M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.2M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$36.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$7.12M
Name Market Value Shares Shares
Change 		Shares
Change %
EMFAT
26
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.2M 596,518 -95,808 -14%
VNIM
27
Vaughan Nelson Investment Management
Texas
$20.1M 593,662 +116,310 +24%
RA
28
Royce & Associates
New York
$20.1M 593,639 -27,532 -4%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$19.9M 588,473 +32,788 +6%
Norges Bank
30
Norges Bank
Norway
$19.7M 583,541 +9,723 +2%
Principal Financial Group
31
Principal Financial Group
Iowa
$18M 531,753 +264,234 +99%
Bank of America
32
Bank of America
North Carolina
$17.7M 524,820 +1,032 +0.2%
TCM
33
Tributary Capital Management
Nebraska
$14.1M 416,800 +28,667 +7%
RJA
34
Raymond James & Associates
Florida
$12.7M 376,340 +274,023 +268%
CM
35
Capital Management
Virginia
$12.1M 359,092 -81,673 -19%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$11.6M 342,358 +85,727 +33%
ARS
37
Adirondack Retirement Specialists
New York
$11.4M 338,591 -85,048 -20%
Invesco
38
Invesco
Georgia
$9.87M 291,956 +32,425 +12%
First Trust Advisors
39
First Trust Advisors
Illinois
$8.58M 253,837 +48,007 +23%
Jennison Associates
40
Jennison Associates
New York
$8.5M 251,460 -19,432 -7%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$7.62M 225,250 -58,214 -21%
Goldman Sachs
42
Goldman Sachs
New York
$7.29M 215,669 -198,486 -48%
Renaissance Technologies
43
Renaissance Technologies
New York
$7.12M 210,544 -203,700 -49%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$6.4M 189,289 -686 -0.4%
American Century Companies
45
American Century Companies
Missouri
$6.21M 183,607 +11,128 +6%
SEI Investments
46
SEI Investments
Pennsylvania
$6.02M 177,921 +33,783 +23%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$5.99M 177,173 -9,157 -5%
Stifel Financial
48
Stifel Financial
Missouri
$5.89M 174,261 +38,489 +28%
Deutsche Bank
49
Deutsche Bank
Germany
$5.83M 172,318 -6,904 -4%
WAM
50
Winslow Asset Management
Ohio
$5.78M 170,920 +689 +0.4%
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