MC icon

Moelis & Co
MC

Overview Fund Activity

244 hedge funds and large institutions have $2.53B invested in Moelis & Co in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 83 reducing their positions, and 21 closing their positions.

Holders
244
Holders Change
+4
Holders Change %
+1.67%
% of All Funds
3.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
98
Reduced
83
Closed
21
Calls
$1.88M
Puts
$1.59M
Net Calls
+$289K
Net Calls Change
-$106K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$174M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$53.1M
3
MAM
3
Madison Asset Management
Wisconsin
$50M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$18.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$36.5M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$95.1M
3
WHG
3
Westwood Holdings Group
Texas
$53.9M
4
BlackRock
4
BlackRock
New York
$206M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$88.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$5.51M -$162K -4,227 -3%
Swiss National Bank
52
Swiss National Bank
Switzerland
$5.3M -$646K -16,800 -11%
VI
53
Vestcor Inc
New Brunswick, Canada
$4.49M – – –
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$4.45M +$595K +15,471 +15%
RFC
55
Regions Financial Corp
Alabama
$4.12M +$181K +4,713 +5%
American Century Companies
56
American Century Companies
Missouri
$4.04M -$2.85M -76,589 -41%
Natixis Advisors
57
Natixis Advisors
Massachusetts
$3.88M +$38.9K +1,013 +1%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$3.75M -$1.35M -35,091 -26%
Citadel Advisors
59
Citadel Advisors
Florida
$3.71M +$3.62M +94,085 +3,917%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$3.6M +$56.2K +1,461 +2%
GPGA
61
Grandeur Peak Global Advisors
Utah
$3.55M +$1.62M +42,139 +84%
Ohio Public Employees Retirement System (OPERS)
62
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.25M -$35.6K -926 -1%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$3.07M -$49.6K -1,290 -2%
Fisher Asset Management
64
Fisher Asset Management
Washington
$2.99M +$30.5K +794 +1%
BMSSC
65
B. Metzler seel. Sohn & Co
Germany
$2.98M +$355K +9,224 +13%
BCM
66
BlueCrest Capital Management
Jersey
$2.9M +$2.9M +75,464 New
UBS AM
67
UBS AM
Illinois
$2.89M +$2.89M +75,227 New
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$2.89M -$752K -19,555 -21%
NIP
69
Nicholas Investment Partners
California
$2.8M -$1.51M -39,285 -35%
Schroder Investment Management Group
70
Schroder Investment Management Group
United Kingdom
$2.59M -$792K -20,611 -23%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$2.53M +$1.83M +47,702 +265%
AA
72
ALPS Advisors
Colorado
$2.45M +$270K +7,024 +12%
Legal & General Group
73
Legal & General Group
United Kingdom
$2.43M +$162K +4,211 +7%
AAM
74
Advisors Asset Management
Colorado
$2.37M -$1.35M -35,013 -36%
MOACM
75
Mutual of America Capital Management
New York
$2.36M -$74.1K -1,928 -3%
1 2
3
4 5