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Moelis & Co
MC

Overview Fund Activity

314 hedge funds and large institutions have $3.6B invested in Moelis & Co in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 119 increasing their positions, 99 reducing their positions, and 33 closing their positions.

Holders
314
Holders Change
+24
Holders Change %
+8.28%
% of All Funds
4.85%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
60
Increased
119
Reduced
99
Closed
33
Calls
$3.18M
Puts
$1.45M
Net Calls
+$1.73M
Net Calls Change
+$794K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$159M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$401M
3
Millennium Management
3
Millennium Management
New York
$30.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$37.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$25.3M

Top Sellers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$25.4M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$91.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$120M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$348M
5
RA
5
Royce & Associates
New York
$32.5M
Name Market Value Shares Shares
Change 		Shares
Change %
American Century Companies
51
American Century Companies
Missouri
$10.6M 170,295 +129,986 +322%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$10.5M 168,143 +27,112 +19%
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$9.78M 156,461 -35,786 -19%
Renaissance Technologies
54
Renaissance Technologies
New York
$9.59M 153,444 -17,900 -10%
Arrowstreet Capital
55
Arrowstreet Capital
Massachusetts
$9.17M 146,727 +119,427 +437%
Wellington Management Group
56
Wellington Management Group
Massachusetts
$9.03M 144,510 -43,088 -23%
Swiss National Bank
57
Swiss National Bank
Switzerland
$8.4M 134,300 -1,200 -0.9%
Allspring Global Investments
58
Allspring Global Investments
North Carolina
$7.64M 122,201 +122,201 New
Citadel Advisors
59
Citadel Advisors
Florida
$7.59M 121,398 -33,442 -22%
Stifel Financial
60
Stifel Financial
Missouri
$7.51M 120,106 -6,126 -5%
First Trust Advisors
61
First Trust Advisors
Illinois
$7.45M 119,199 +22,836 +24%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$7.43M 118,883 -20,074 -14%
Schroder Investment Management Group
63
Schroder Investment Management Group
United Kingdom
$7.31M 116,987 +10,519 +10%
Allianz Asset Management
64
Allianz Asset Management
Germany
$7.22M 115,461 +49,471 +75%
CSS
65
Cubist Systematic Strategies
Connecticut
$6.96M 111,295 +80,076 +256%
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$6.8M 108,776 -25,210 -19%
PC
67
Pier Capital
Connecticut
$6.62M 105,975 -81,006 -43%
Man Group
68
Man Group
United Kingdom
$6.38M 101,997 +15,817 +18%
Barclays
69
Barclays
United Kingdom
$5.95M 95,222 +31,940 +50%
Connor, Clark & Lunn Investment Management (CC&L)
70
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.83M 93,243 +36,466 +64%
CAM
71
ClariVest Asset Management
California
$5.66M 90,611 -5,061 -5%
SEI Investments
72
SEI Investments
Pennsylvania
$5.57M 89,319 +1,356 +2%
Assenagon Asset Management
73
Assenagon Asset Management
Luxembourg
$5.4M 86,302 -56,413 -40%
RFC
74
Regions Financial Corp
Alabama
$5.34M 85,420 +4,141 +5%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$5.3M 84,816 +1,578 +2%
1 2
3
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