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Moelis & Co
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Overview Fund Activity

330 hedge funds and large institutions have $4.86B invested in Moelis & Co in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 112 increasing their positions, 105 reducing their positions, and 22 closing their positions.

Holders
330
Holders Change
+37
Holders Change %
+12.63%
% of All Funds
4.77%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
62
Increased
112
Reduced
105
Closed
22
Calls
$9.35M
Puts
$4.48M
Net Calls
+$4.87M
Net Calls Change
-$519K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$75.8M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$49M
3
Ameriprise
3
Ameriprise
Minnesota
$154M
4
BlackRock
4
BlackRock
New York
$575M
5
Millennium Management
5
Millennium Management
New York
$16.4M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$5.86M
2
WA
2
Wasatch Advisors
Utah
$195M
3
Goldman Sachs
3
Goldman Sachs
New York
$134M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$34.7M
5
Norges Bank
5
Norges Bank
Norway
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$45M 656,427 +64,637 +11%
Bank of America
27
Bank of America
North Carolina
$37M 539,380 -5,022 -0.9%
BAMCO Inc
28
BAMCO Inc
New York
$36.1M 527,186 -20,561 -4%
Artisan Partners
29
Artisan Partners
Wisconsin
$34.7M 506,709 -562,460 -53%
WHG
30
Westwood Holdings Group
Texas
$33.3M 486,176 -99,299 -17%
EA
31
Emerald Advisers
Pennsylvania
$30.2M 440,330 +5,844 +1%
TCM
32
Tributary Capital Management
Nebraska
$29.8M 434,716 -1,826 -0.4%
RJA
33
Raymond James & Associates
Florida
$25.5M 372,919 +2,053 +0.6%
EMFAT
34
Emerald Mutual Fund Advisers Trust
Pennsylvania
$24.7M 360,871 -19,840 -5%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$24.3M 354,760 +61,231 +21%
Principal Financial Group
36
Principal Financial Group
Iowa
$22.8M 333,370 -16,322 -5%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$22M 320,671 -73,954 -19%
CRM
38
Cramer Rosenthal McGlynn
Connecticut
$20.8M 303,007 -77,200 -20%
SEI Investments
39
SEI Investments
Pennsylvania
$19.5M 284,360 -21,511 -7%
Invesco
40
Invesco
Georgia
$19.3M 281,519 +181,616 +182%
Stifel Financial
41
Stifel Financial
Missouri
$16.6M 241,772 +4,762 +2%
Millennium Management
42
Millennium Management
New York
$16.4M 238,817 +238,817 New
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$15.7M 229,261 +223,200 +3,683%
Legal & General Group
44
Legal & General Group
United Kingdom
$13.3M 193,862 -2,015 -1%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$13.3M 193,860 -7,613 -4%
AI
46
Axiom Investors
Connecticut
$12.7M 185,952 +185,952 New
Deutsche Bank
47
Deutsche Bank
Germany
$12.7M 185,144 -9,669 -5%
CM
48
Capital Management
Virginia
$12.4M 180,459 -6,536 -3%
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$12.2M 178,614 -29,298 -14%
WAM
50
Winslow Asset Management
Ohio
$12M 175,179 +1,361 +0.8%
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