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Moelis & Co

259 hedge funds and large institutions have $3.42B invested in Moelis & Co in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 75 reducing their positions, and 33 closing their positions.

Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
48
Increased
101
Reduced
75
Closed
33
Calls
$3.28M
Puts
$2.58M
Net Calls
+$707K
Net Calls Change
+$418K
Name Market Value Shares Shares
Change
Shares
Change %
WAM
51
Winslow Asset Management
Ohio
$7.88M 173,774 +3,810 +2%
Deutsche Bank
52
Deutsche Bank
Germany
$7.88M 173,744 -13,930 -7%
Nuveen Asset Management
53
Nuveen Asset Management
Illinois
$7.8M 172,113 +3,918 +2%
BMSSC
54
B. Metzler seel. Sohn & Co
Germany
$7.04M 155,198 +77,599 +100%
ARS
55
Adirondack Retirement Specialists
New York
$6.67M 147,128 -29,180 -17%
Swiss National Bank
56
Swiss National Bank
Switzerland
$6.32M 139,300 +1,300 +0.9%
GPGA
57
Grandeur Peak Global Advisors
Utah
$6.28M 138,475 +46,234 +50%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$5.64M 124,323 +8,674 +8%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$5.48M 120,780 +23,235 +24%
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.36M 118,156 +118,156 New
Natixis Advisors
61
Natixis Advisors
Massachusetts
$5.24M 115,555 +14,742 +15%
UBS Group
62
UBS Group
Switzerland
$5.22M 115,211 -28,130 -20%
RFC
63
Regions Financial Corp
Alabama
$5.07M 111,928 +4,745 +4%
First Eagle Investment Management
64
First Eagle Investment Management
New York
$4.59M 101,268 +53,530 +112%
AA
65
ALPS Advisors
Colorado
$4.2M 92,552 +28,789 +45%
Prudential Financial
66
Prudential Financial
New Jersey
$3.78M 83,420 +77,221 +1,246%
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.57M 78,667 -5,853 -7%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$3.56M 78,545 -1,366 -2%
CP
69
CenterBook Partners
Connecticut
$3.53M 77,860 +26,438 +51%
MOACM
70
Mutual of America Capital Management
New York
$3.44M 75,887 +14,418 +23%
COPPSERS
71
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.41M 75,244 +75,244 New
SSA
72
Schonfeld Strategic Advisors
New York
$3.29M 72,467 +46,341 +177%
Canada Life
73
Canada Life
Manitoba, Canada
$3.13M 68,943 +56,011 +433%
Fisher Asset Management
74
Fisher Asset Management
Washington
$3.04M 67,116 -10,787 -14%
SWM
75
Salvus Wealth Management
New Jersey
$2.92M 64,420 +15,398 +31%