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Moelis & Co
MC

Overview Fund Activity

244 hedge funds and large institutions have $2.53B invested in Moelis & Co in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 83 reducing their positions, and 21 closing their positions.

Holders
244
Holders Change
+4
Holders Change %
+1.67%
% of All Funds
3.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
98
Reduced
83
Closed
21
Calls
$1.88M
Puts
$1.59M
Net Calls
+$289K
Net Calls Change
-$106K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$174M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$53.1M
3
MAM
3
Madison Asset Management
Wisconsin
$50M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$18.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$36.5M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$95.1M
3
WHG
3
Westwood Holdings Group
Texas
$53.9M
4
BlackRock
4
BlackRock
New York
$206M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$88.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$23.9M +$34.7K +903 +0.1%
BAMCO Inc
27
BAMCO Inc
New York
$22.9M -$61.5K -1,600 -0.3%
VNIM
28
Vaughan Nelson Investment Management
Texas
$22.1M -$425K -11,060 -2%
Bank of America
29
Bank of America
North Carolina
$21.9M +$1.23M +31,962 +6%
EMFAT
30
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.1M -$3M -78,017 -13%
CRM
31
Cramer Rosenthal McGlynn
Connecticut
$18.6M +$18.6M +482,927 New
RA
32
Royce & Associates
New York
$17.2M -$3.58M -93,188 -17%
TCM
33
Tributary Capital Management
Nebraska
$17.2M +$718K +18,680 +4%
Principal Financial Group
34
Principal Financial Group
Iowa
$16.2M -$2.09M -54,440 -11%
RJA
35
Raymond James & Associates
Florida
$15.5M +$636K +16,534 +4%
CM
36
Capital Management
Virginia
$12.4M -$2.45M -63,765 -16%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$12.3M +$4.66M +121,161 +61%
NCG
38
Newport Capital Group
New Jersey
$11.4M +$11.4M +297,989 New
Goldman Sachs
39
Goldman Sachs
New York
$10.5M +$417K +10,840 +4%
Victory Capital Management
40
Victory Capital Management
Texas
$10.5M -$2.61M -67,902 -20%
SEI Investments
41
SEI Investments
Pennsylvania
$10.3M +$3.23M +84,072 +46%
Invesco
42
Invesco
Georgia
$9.52M +$839K +21,834 +10%
Jennison Associates
43
Jennison Associates
New York
$8.39M -$1.09M -28,324 -11%
Stifel Financial
44
Stifel Financial
Missouri
$8.05M +$1.98M +51,450 +33%
Deutsche Bank
45
Deutsche Bank
Germany
$7.21M +$459K +11,942 +7%
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$7M +$908K +23,630 +15%
First Trust Advisors
47
First Trust Advisors
Illinois
$6.86M -$3.04M -78,976 -31%
ARS
48
Adirondack Retirement Specialists
New York
$6.58M -$4.54M -121,680 -41%
WAM
49
Winslow Asset Management
Ohio
$6.53M -$1.5K -39 -0%
Nuveen Asset Management
50
Nuveen Asset Management
Illinois
$6.47M -$846K -22,001 -12%
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