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Moelis & Co
MC

Overview Fund Activity

280 hedge funds and large institutions have $4.1B invested in Moelis & Co in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 107 reducing their positions, and 35 closing their positions.

Holders
280
Holders Change
+13
Holders Change %
+4.87%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
53
Increased
84
Reduced
107
Closed
35
Calls
$3.32M
Puts
$2.53M
Net Calls
+$792K
Net Calls Change
-$1.45M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$189M
3
Norges Bank
3
Norges Bank
Norway
$41.7M
4
BlackRock
4
BlackRock
New York
$449M
5
ACL
5
Azora Capital LP
Florida
$10.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$64.4M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$398M
4
WA
4
Wasatch Advisors
Utah
$183M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$42.3M
Name Market Value Shares Shares
Change 		Shares
Change %
VNIM
26
Vaughan Nelson Investment Management
Texas
$42.2M 752,615 +136,235 +22%
Norges Bank
27
Norges Bank
Norway
$41.7M 743,268 +296,484 +66%
Capital World Investors
28
Capital World Investors
California
$40.4M 719,000 – –
BAMCO Inc
29
BAMCO Inc
New York
$30.7M 547,747 -2,405 -0.4%
CRM
30
Cramer Rosenthal McGlynn
Connecticut
$29.3M 522,402 +87,917 +20%
Bank of America
31
Bank of America
North Carolina
$28.6M 510,305 +17,710 +4%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$27.2M 485,392 +115,086 +31%
EA
33
Emerald Advisers
Pennsylvania
$25.3M 451,043 -7,259 -2%
TCM
34
Tributary Capital Management
Nebraska
$24.8M 441,588 -7,550 -2%
EMFAT
35
Emerald Mutual Fund Advisers Trust
Pennsylvania
$21.4M 380,711 – –
RJA
36
Raymond James & Associates
Florida
$20.7M 367,981 -12,042 -3%
Victory Capital Management
37
Victory Capital Management
Texas
$13.6M 241,728 -16,507 -6%
Stifel Financial
38
Stifel Financial
Missouri
$13M 231,230 +20,193 +10%
CM
39
Capital Management
Virginia
$12.3M 218,527 -12,405 -5%
SEI Investments
40
SEI Investments
Pennsylvania
$11.6M 207,005 -20,616 -9%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$11.5M 205,709 +35,184 +21%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$11.2M 198,989 -3,881 -2%
Legal & General Group
43
Legal & General Group
United Kingdom
$10.7M 191,399 +2,214 +1%
ACL
44
Azora Capital LP
Florida
$10.6M 188,858 +188,858 New
Invesco
45
Invesco
Georgia
$10.5M 186,923 -93,847 -33%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$10.3M 183,229 +21,534 +13%
RA
47
Royce & Associates
New York
$10M 178,869 -100,378 -36%
Barclays
48
Barclays
United Kingdom
$9.92M 176,687 -117,323 -40%
Deutsche Bank
49
Deutsche Bank
Germany
$9.9M 176,348 +25 +0%
WAM
50
Winslow Asset Management
Ohio
$9.82M 174,963 +2,593 +2%
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