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Moelis & Co

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.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 70

2.8% more ownership

Funds ownership: 94.94%97.74% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less funds holding

Funds holding: 259246 (-13)

13% less capital invested

Capital invested by funds: $2.42B → $2.12B (-$307M)

31% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 32

53% less call options, than puts

Call options by funds: $2.4M | Put options by funds: $5.05M

Holders
246
Holders Change
-13
Holders Change %
-5.02%
% of All Funds
4.24%
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
Name Holding Trade Value Shares
Change
Change in
Stake
EMFAT
26
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.2M -$4.01M -95,808 -14%
VNIM
27
Vaughan Nelson Investment Management
Texas
$20.1M +$4.87M +116,310 +24%
RA
28
Royce & Associates
New York
$20.1M -$1.15M -27,532 -4%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$19.9M +$1.37M +32,788 +6%
Norges Bank
30
Norges Bank
Norway
$19.7M +$407K +9,723 +2%
Principal Financial Group
31
Principal Financial Group
Iowa
$18M +$11.1M +264,234 +99%
Bank of America
32
Bank of America
North Carolina
$17.7M +$43.2K +1,032 +0.2%
TCM
33
Tributary Capital Management
Nebraska
$14.1M +$1.2M +28,667 +7%
RJA
34
Raymond James & Associates
Florida
$12.7M +$11.5M +274,023 +268%
CM
35
Capital Management
Virginia
$12.1M -$3.42M -81,673 -19%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$11.6M +$3.59M +85,727 +33%
ARS
37
Adirondack Retirement Specialists
New York
$11.4M -$3.56M -85,048 -20%
Invesco
38
Invesco
Georgia
$9.87M +$1.36M +32,425 +12%
First Trust Advisors
39
First Trust Advisors
Illinois
$8.58M +$2.01M +48,007 +23%
Jennison Associates
40
Jennison Associates
New York
$8.5M -$814K -19,432 -7%
N
41
Nuveen
North Carolina
$7.62M -$2.44M -58,214 -21%
Goldman Sachs
42
Goldman Sachs
New York
$7.29M -$8.31M -198,486 -48%
Renaissance Technologies
43
Renaissance Technologies
New York
$7.12M -$8.53M -203,700 -49%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$6.4M -$28.7K -686 -0.4%
American Century Companies
45
American Century Companies
Missouri
$6.21M +$466K +11,128 +6%
SEI Investments
46
SEI Investments
Pennsylvania
$6.01M +$1.41M +33,783 +23%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$5.99M -$383K -9,157 -5%
Stifel Financial
48
Stifel Financial
Missouri
$5.89M +$1.61M +38,489 +28%
Deutsche Bank
49
Deutsche Bank
Germany
$5.83M -$289K -6,904 -4%
WAM
50
Winslow Asset Management
Ohio
$5.78M +$28.8K +689 +0.4%