MC icon

Moelis & Co
MC

Overview Fund Activity

272 hedge funds and large institutions have $3.21B invested in Moelis & Co in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 71 reducing their positions, and 28 closing their positions.

Holders
272
Holders Change
+13
Holders Change %
+5.02%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
41
Increased
108
Reduced
71
Closed
28
Calls
$6.07M
Puts
$7.26M
Net Calls
-$1.2M
Net Calls Change
-$1.49M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$337M
2
State Street
2
State Street
Massachusetts
$69.3M
3
LCOV
3
London Company of Virginia
Virginia
$214M
4
HCL
4
Heard Capital LLC
Illinois
$26.8M
5
WA
5
Wasatch Advisors
Utah
$57M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$122M
2
CRM
2
Cramer Rosenthal McGlynn
Connecticut
$9.45M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$59.3M
4
BlackRock
4
BlackRock
New York
$258M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$25.1M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$9.17M 161,257 +4,563 +3%
Morgan Stanley
52
Morgan Stanley
New York
$8.27M 145,306 -44,169 -23%
Principal Financial Group
53
Principal Financial Group
Iowa
$8.23M 144,732 +133,461 +1,184%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$8.22M 144,405 +126,767 +719%
UBS Group
55
UBS Group
Switzerland
$7.63M 134,124 -8,969 -6%
Swiss National Bank
56
Swiss National Bank
Switzerland
$7.28M 127,900 +1,100 +0.9%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$7.26M 127,559 +6,074 +5%
Schroder Investment Management Group
58
Schroder Investment Management Group
United Kingdom
$7.15M 125,629 +30,381 +32%
Man Group
59
Man Group
United Kingdom
$6.59M 115,862 -20,990 -15%
Stifel Financial
60
Stifel Financial
Missouri
$6.44M 113,126 -125 -0.1%
Natixis Advisors
61
Natixis Advisors
Massachusetts
$6.42M 112,796 -26,843 -19%
CAM
62
ClariVest Asset Management
California
$5.72M 100,526 -223 -0.2%
MOACM
63
Mutual of America Capital Management
New York
$5.19M 91,206 -130,703 -59%
Robeco Institutional Asset Management
64
Robeco Institutional Asset Management
Netherlands
$4.96M 87,089 +87,089 New
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$4.8M 84,315 +4,637 +6%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$4.72M 82,933 +4,533 +6%
APG Asset Management
67
APG Asset Management
Netherlands
$4.56M 95,062 -69,100 -42%
RFC
68
Regions Financial Corp
Alabama
$4.47M 78,543 +3,116 +4%
Ohio Public Employees Retirement System (OPERS)
69
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.32M 75,989 +4,778 +7%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$4.03M 70,863 +15,736 +29%
Neuberger Berman Group
71
Neuberger Berman Group
New York
$3.92M 68,859 +450 +0.7%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$3.86M 67,892 -1,207 -2%
MIP
73
Mondrian Investment Partners
United Kingdom
$3.85M 67,672 – –
UBS AM
74
UBS AM
Illinois
$3.7M 64,979 +5,876 +10%
BCI
75
Brinker Capital Investments
Pennsylvania
$3.67M 64,580 -9 -0%
1 2
3
4 5