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Moelis & Co
MC

Overview Fund Activity

350 hedge funds and large institutions have $5.26B invested in Moelis & Co in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 115 increasing their positions, 116 reducing their positions, and 41 closing their positions.

Holders
350
Holders Change
+20
Holders Change %
+6.06%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
66
Increased
115
Reduced
116
Closed
41
Calls
$9.01M
Puts
$1.36M
Net Calls
+$7.65M
Net Calls Change
+$2.78M

Top Buyers

1
MIA
1
Madison Investment Advisors
Wisconsin
$86.1M
2
Norges Bank
2
Norges Bank
Norway
$52.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$53.4M
4
Raymond James Financial
4
Raymond James Financial
Florida
$27.9M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$20.7M

Top Sellers

1
HCL
1
Heard Capital LLC
Illinois
$62.2M
2
TAM
2
Timucuan Asset Management
Florida
$148M
3
WHG
3
Westwood Holdings Group
Texas
$0
4
MAM
4
Madison Asset Management
Wisconsin
$86.1M
5
WA
5
Wasatch Advisors
Utah
$194M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$49.3M 667,324 -107,751 -14%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$48.1M 651,190 -40,640 -6%
Bank of America
28
Bank of America
North Carolina
$45.6M 616,604 +77,224 +14%
Natixis Advisors
29
Natixis Advisors
Massachusetts
$43.9M 594,467 -210,393 -26%
BAMCO Inc
30
BAMCO Inc
New York
$38.9M 527,186 – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$32.7M 441,970 -214,457 -33%
TCM
32
Tributary Capital Management
Nebraska
$32.5M 439,778 +5,062 +1%
Artisan Partners
33
Artisan Partners
Wisconsin
$31.7M 429,338 -77,371 -15%
EA
34
Emerald Advisers
Pennsylvania
$31.5M 426,994 -13,336 -3%
Raymond James Financial
35
Raymond James Financial
Florida
$27.9M 377,028 +377,028 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$26.1M 352,868 -1,892 -0.5%
Invesco
37
Invesco
Georgia
$25.5M 345,245 +63,726 +23%
Principal Financial Group
38
Principal Financial Group
Iowa
$25.4M 344,467 +11,097 +3%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$23.9M 323,953 +3,282 +1%
UBS Group
40
UBS Group
Switzerland
$22.8M 308,321 +155,469 +102%
EMFAT
41
Emerald Mutual Fund Advisers Trust
Pennsylvania
$22.3M 301,224 -59,647 -17%
AI
42
Axiom Investors
Connecticut
$20.9M 283,193 +97,241 +52%
Capital Research Global Investors
43
Capital Research Global Investors
California
$20.7M 280,460 +280,460 New
SEI Investments
44
SEI Investments
Pennsylvania
$20.4M 275,669 -8,691 -3%
CRM
45
Cramer Rosenthal McGlynn
Connecticut
$19.2M 260,045 -42,962 -14%
Deutsche Bank
46
Deutsche Bank
Germany
$18.9M 255,444 +70,300 +38%
FAM
47
Fred Alger Management
New York
$16.4M 221,927 +221,927 New
Fisher Asset Management
48
Fisher Asset Management
Washington
$16.3M 220,770 +158,200 +253%
Legal & General Group
49
Legal & General Group
United Kingdom
$14.5M 196,197 +2,335 +1%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$14.5M 195,814 +1,954 +1%
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