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Moelis & Co
MC

Overview Fund Activity

267 hedge funds and large institutions have $3.3B invested in Moelis & Co in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 109 reducing their positions, and 22 closing their positions.

Holders
267
Holders Change
+8
Holders Change %
+3.09%
% of All Funds
4.26%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
33
Increased
91
Reduced
109
Closed
22
Calls
$3.6M
Puts
$1.36M
Net Calls
+$2.24M
Net Calls Change
+$1.53M

Top Buyers

1
BlackRock
1
BlackRock
New York
$352M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.9M
3
Northern Trust
3
Northern Trust
Illinois
$41.9M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$6.21M
5
Barclays
5
Barclays
United Kingdom
$13.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$137M
2
WA
2
Wasatch Advisors
Utah
$156M
3
Ameriprise
3
Ameriprise
Minnesota
$48.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$66.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$26.7M
Name Market Value Shares Shares
Change 		Shares
Change %
VNIM
26
Vaughan Nelson Investment Management
Texas
$27.8M 616,380 +13,265 +2%
Morgan Stanley
27
Morgan Stanley
New York
$26.7M 590,557 -287,726 -33%
BAMCO Inc
28
BAMCO Inc
New York
$24.8M 550,152 -46,278 -8%
Bank of America
29
Bank of America
North Carolina
$22.2M 492,595 +5,835 +1%
EA
30
Emerald Advisers
Pennsylvania
$20.7M 458,302 -443 -0.1%
TCM
31
Tributary Capital Management
Nebraska
$20.3M 449,138 +9,335 +2%
Norges Bank
32
Norges Bank
Norway
$20.2M 446,784 +7,100 +2%
CRM
33
Cramer Rosenthal McGlynn
Connecticut
$19.6M 434,485 -127,078 -23%
EMFAT
34
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17.2M 380,711 – –
RJA
35
Raymond James & Associates
Florida
$17.2M 380,023 -25,043 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
36
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.9M 375,000 +375,000 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$16.7M 370,306 +28,995 +8%
Barclays
38
Barclays
United Kingdom
$13.3M 294,010 +105,715 +56%
Invesco
39
Invesco
Georgia
$12.7M 280,770 -32,807 -10%
RA
40
Royce & Associates
New York
$12.6M 279,247 -91,084 -25%
Victory Capital Management
41
Victory Capital Management
Texas
$11.7M 258,235 -9,775 -4%
CM
42
Capital Management
Virginia
$10.4M 230,932 -43,612 -16%
SEI Investments
43
SEI Investments
Pennsylvania
$10.3M 227,621 -35,933 -14%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$9.61M 212,929 +1,606 +0.8%
Stifel Financial
45
Stifel Financial
Missouri
$9.52M 211,037 +2,949 +1%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$9.16M 202,870 +4,109 +2%
Legal & General Group
47
Legal & General Group
United Kingdom
$8.54M 189,185 -2,916 -2%
Deutsche Bank
48
Deutsche Bank
Germany
$7.96M 176,323 +2,579 +1%
WAM
49
Winslow Asset Management
Ohio
$7.78M 172,370 -1,404 -0.8%
Nuveen Asset Management
50
Nuveen Asset Management
Illinois
$7.7M 170,525 -1,588 -0.9%
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