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Moelis & Co
MC

Overview Fund Activity

290 hedge funds and large institutions have $3.47B invested in Moelis & Co in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 86 reducing their positions, and 28 closing their positions.

Holders
290
Holders Change
+18
Holders Change %
+6.62%
% of All Funds
5.09%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
48
Increased
103
Reduced
86
Closed
28
Calls
$4.65M
Puts
$3.71M
Net Calls
+$938K
Net Calls Change
+$2.13M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$41.6M
2
PAM
2
Panagora Asset Management
Massachusetts
$9.64M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$8.83M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$14.2M
5
WHG
5
Westwood Holdings Group
Texas
$76.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$133M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$356M
3
BAMCO Inc
3
BAMCO Inc
New York
$54.5M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$51.8M
5
LCOV
5
London Company of Virginia
Virginia
$222M
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
51
Principal Financial Group
Iowa
$9.1M 147,073 +2,341 +2%
Assenagon Asset Management
52
Assenagon Asset Management
Luxembourg
$8.83M 142,715 +142,715 New
Fidelity Investments
53
Fidelity Investments
Massachusetts
$8.73M 141,031 -35,657 -20%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$8.6M 138,957 +11,398 +9%
UBS Group
55
UBS Group
Switzerland
$8.5M 137,300 +3,176 +2%
Swiss National Bank
56
Swiss National Bank
Switzerland
$8.38M 135,500 +7,600 +6%
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$8.29M 133,986 +120,574 +899%
Stifel Financial
58
Stifel Financial
Missouri
$7.81M 126,232 +13,106 +12%
SSA
59
Schonfeld Strategic Advisors
New York
$7.07M 114,200 +114,200 New
Millennium Management
60
Millennium Management
New York
$6.93M 111,972 -151,375 -57%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$6.59M 106,468 -19,161 -15%
GC
62
Gillson Capital
Illinois
$6.43M 103,897 +103,897 New
First Trust Advisors
63
First Trust Advisors
Illinois
$5.96M 96,363 -74,001 -43%
CAM
64
ClariVest Asset Management
California
$5.92M 95,672 -4,854 -5%
Natixis Advisors
65
Natixis Advisors
Massachusetts
$5.9M 95,316 -17,480 -15%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$5.57M 89,975 -54,430 -38%
SEI Investments
67
SEI Investments
Pennsylvania
$5.43M 87,963 +38,844 +79%
Man Group
68
Man Group
United Kingdom
$5.33M 86,180 -29,682 -26%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$5.15M 83,238 -1,077 -1%
MOACM
70
Mutual of America Capital Management
New York
$5.07M 81,891 -9,315 -10%
RFC
71
Regions Financial Corp
Alabama
$5.03M 81,279 +2,736 +3%
Neuberger Berman Group
72
Neuberger Berman Group
New York
$4.87M 78,627 +9,768 +14%
UBS AM
73
UBS AM
Illinois
$4.76M 76,909 +11,930 +18%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$4.59M 74,112 -8,821 -11%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$4.45M 71,876 +1,013 +1%
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