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Moelis & Co

259 hedge funds and large institutions have $3.42B invested in Moelis & Co in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 75 reducing their positions, and 33 closing their positions.

Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
48
Increased
101
Reduced
75
Closed
33
Calls
$3.28M
Puts
$2.58M
Net Calls
+$707K
Net Calls Change
+$418K
Name Market Value Shares Shares
Change
Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$31.7M 698,865 +76,782 +12%
VNIM
27
Vaughan Nelson Investment Management
Texas
$27.3M 603,115 +27,218 +5%
BAMCO Inc
28
BAMCO Inc
New York
$27M 596,430
CRM
29
Cramer Rosenthal McGlynn
Connecticut
$25.5M 561,563 +78,636 +16%
Bank of America
30
Bank of America
North Carolina
$22.1M 486,760 -83,207 -15%
EA
31
Emerald Advisers
Pennsylvania
$20.8M 458,745 -175,238 -28%
TCM
32
Tributary Capital Management
Nebraska
$19.9M 439,803 -7,704 -2%
Norges Bank
33
Norges Bank
Norway
$19.9M 439,684 -202,437 -32%
RJA
34
Raymond James & Associates
Florida
$18.4M 405,066 +2,058 +0.5%
EMFAT
35
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17.3M 380,711 -142,010 -27%
RA
36
Royce & Associates
New York
$16.8M 370,331 -77,502 -17%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$15.5M 341,311 +22,064 +7%
Invesco
38
Invesco
Georgia
$14.2M 313,577 +65,979 +27%
Jane Street
39
Jane Street
New York
$14M 308,007 +284,595 +1,216%
CM
40
Capital Management
Virginia
$12.4M 274,544 -48,630 -15%
Victory Capital Management
41
Victory Capital Management
Texas
$12.2M 268,010 -4,435 -2%
SEI Investments
42
SEI Investments
Pennsylvania
$11.9M 263,554 -3,602 -1%
NCG
43
Newport Capital Group
New Jersey
$11.4M 297,989
Jennison Associates
44
Jennison Associates
New York
$9.97M 219,847 +1,640 +0.8%
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$9.58M 211,323 +29,313 +16%
Stifel Financial
46
Stifel Financial
Missouri
$9.43M 208,088 -1,213 -0.6%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$9.01M 198,761 +105,212 +112%
Legal & General Group
48
Legal & General Group
United Kingdom
$8.71M 192,101 +128,964 +204%
Barclays
49
Barclays
United Kingdom
$8.54M 188,295 +140,265 +292%
Amundi
50
Amundi
France
$8.41M 185,054 +185,054 New