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Moelis & Co
MC

Overview Fund Activity

240 hedge funds and large institutions have $2.4B invested in Moelis & Co in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 38 closing their positions.

Holders
240
Holders Change
-6
Holders Change %
-2.44%
% of All Funds
3.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
36
Increased
99
Reduced
78
Closed
38
Calls
$1.48M
Puts
$1.09M
Net Calls
+$395K
Net Calls Change
+$3.05M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$150M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$24.5M
3
LCOV
3
London Company of Virginia
Virginia
$138M
4
Victory Capital Management
4
Victory Capital Management
Texas
$13.1M
5
Ameriprise
5
Ameriprise
Minnesota
$33.2M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$24M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$259M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$6.08M
5
Citadel Advisors
5
Citadel Advisors
Florida
$92.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$5.66M +$138K +3,590 +2%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$5.09M -$1.71M -44,537 -25%
VI
53
Vestcor Inc
New Brunswick, Canada
$4.48M +$2.22M +57,992 +99%
NIP
54
Nicholas Investment Partners
California
$4.3M +$4.3M +112,078 New
RFC
55
Regions Financial Corp
Alabama
$3.93M -$155K -4,046 -4%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$3.84M +$101K +2,636 +3%
Natixis Advisors
57
Natixis Advisors
Massachusetts
$3.83M +$2.05M +53,422 +115%
AAM
58
Advisors Asset Management
Colorado
$3.7M -$116K -3,024 -3%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$3.63M +$684K +17,840 +23%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$3.53M +$80.1K +2,088 +2%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$3.38M +$99.1K +2,582 +3%
Ohio Public Employees Retirement System (OPERS)
62
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.28M -$227K -5,922 -6%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$3.12M +$9.48K +247 +0.3%
Fisher Asset Management
64
Fisher Asset Management
Washington
$2.96M +$1.5M +39,052 +103%
BMSSC
65
B. Metzler seel. Sohn & Co
Germany
$2.62M +$999K +26,042 +62%
MOACM
66
Mutual of America Capital Management
New York
$2.43M -$139K -3,615 -5%
Man Group
67
Man Group
United Kingdom
$2.37M -$730K -19,022 -24%
BCI
68
Brinker Capital Investments
Pennsylvania
$2.34M +$200K +5,203 +9%
Legal & General Group
69
Legal & General Group
United Kingdom
$2.26M -$31.5K -822 -1%
Neuberger Berman Group
70
Neuberger Berman Group
New York
$2.2M -$244K -6,361 -10%
AA
71
ALPS Advisors
Colorado
$2.18M +$224K +5,827 +11%
NW
72
NewEdge Wealth
Pennsylvania
$2.1M +$37.4K +975 +2%
VAS
73
Vestmark Advisory Solutions
Massachusetts
$2.09M +$23.1K +602 +1%
CS
74
Credit Suisse
Switzerland
$2.05M +$93.8K +2,444 +5%
FNBOO
75
First National Bank of Omaha
Nebraska
$2.04M +$166K +4,320 +9%
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