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Moelis & Co
MC

Overview Fund Activity

240 hedge funds and large institutions have $2.4B invested in Moelis & Co in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 38 closing their positions.

Holders
240
Holders Change
-6
Holders Change %
-2.44%
% of All Funds
3.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
36
Increased
99
Reduced
78
Closed
38
Calls
$1.48M
Puts
$1.09M
Net Calls
+$395K
Net Calls Change
+$3.05M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$150M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$24.5M
3
LCOV
3
London Company of Virginia
Virginia
$138M
4
Victory Capital Management
4
Victory Capital Management
Texas
$13.1M
5
Ameriprise
5
Ameriprise
Minnesota
$33.2M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$24M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$259M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$6.08M
5
Citadel Advisors
5
Citadel Advisors
Florida
$92.2K
Name Market Value Shares Shares
Change 		Shares
Change %
EMFAT
26
Emerald Mutual Fund Advisers Trust
Pennsylvania
$23.1M 600,738 +4,220 +0.7%
BAMCO Inc
27
BAMCO Inc
New York
$22.9M 598,030 -10,945 -2%
VNIM
28
Vaughan Nelson Investment Management
Texas
$22.5M 586,957 -6,705 -1%
RA
29
Royce & Associates
New York
$20.8M 541,021 -52,618 -9%
Bank of America
30
Bank of America
North Carolina
$20.6M 538,005 +13,185 +3%
Norges Bank
31
Norges Bank
Norway
$20.5M 534,110 -49,431 -8%
Principal Financial Group
32
Principal Financial Group
Iowa
$18.2M 474,940 -56,813 -11%
TCM
33
Tributary Capital Management
Nebraska
$16.5M 428,827 +12,027 +3%
CM
34
Capital Management
Virginia
$14.8M 386,939 +27,847 +8%
RJA
35
Raymond James & Associates
Florida
$14.8M 386,474 +10,134 +3%
Victory Capital Management
36
Victory Capital Management
Texas
$13.1M 340,347 +257,256 +310%
ARS
37
Adirondack Retirement Specialists
New York
$11.4M 297,988 -40,603 -12%
Goldman Sachs
38
Goldman Sachs
New York
$10.1M 263,184 +47,515 +22%
First Trust Advisors
39
First Trust Advisors
Illinois
$9.88M 257,380 +3,543 +1%
Jennison Associates
40
Jennison Associates
New York
$9.46M 246,531 -4,929 -2%
Invesco
41
Invesco
Georgia
$8.66M 225,764 -66,192 -23%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$7.6M 198,086 +8,797 +5%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$7.3M 190,196 -35,054 -16%
American Century Companies
44
American Century Companies
Missouri
$7.11M 185,266 +1,659 +0.9%
SEI Investments
45
SEI Investments
Pennsylvania
$7.02M 183,084 +5,163 +3%
Deutsche Bank
46
Deutsche Bank
Germany
$6.74M 175,732 +3,414 +2%
WAM
47
Winslow Asset Management
Ohio
$6.52M 170,003 -917 -0.5%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$6.08M 158,380 -183,978 -54%
Stifel Financial
49
Stifel Financial
Missouri
$6.06M 157,851 -16,410 -9%
Swiss National Bank
50
Swiss National Bank
Switzerland
$5.94M 154,800 +1,100 +0.7%
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