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Moelis & Co
MC

Overview Fund Activity

267 hedge funds and large institutions have $3.3B invested in Moelis & Co in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 109 reducing their positions, and 22 closing their positions.

Holders
267
Holders Change
+8
Holders Change %
+3.09%
% of All Funds
4.26%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
33
Increased
91
Reduced
109
Closed
22
Calls
$3.6M
Puts
$1.36M
Net Calls
+$2.24M
Net Calls Change
+$1.53M

Top Buyers

1
BlackRock
1
BlackRock
New York
$352M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.9M
3
Northern Trust
3
Northern Trust
Illinois
$41.9M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$6.21M
5
Barclays
5
Barclays
United Kingdom
$13.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$137M
2
WA
2
Wasatch Advisors
Utah
$156M
3
Ameriprise
3
Ameriprise
Minnesota
$48.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$66.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$26.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$7.3M 161,695 +37,372 +30%
Swiss National Bank
52
Swiss National Bank
Switzerland
$6.6M 146,300 +7,000 +5%
GPGA
53
Grandeur Peak Global Advisors
Utah
$6.25M 138,475 – –
Assenagon Asset Management
54
Assenagon Asset Management
Luxembourg
$6.21M 137,713 +137,713 New
Natixis Advisors
55
Natixis Advisors
Massachusetts
$5.55M 123,023 +7,468 +6%
UBS Group
56
UBS Group
Switzerland
$5.5M 121,898 +6,687 +6%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$5.5M 121,809 +1,029 +0.9%
RFC
58
Regions Financial Corp
Alabama
$4.91M 108,846 -3,082 -3%
CP
59
CenterBook Partners
Connecticut
$4.82M 106,789 +28,929 +37%
First Eagle Investment Management
60
First Eagle Investment Management
New York
$4.74M 105,106 +3,838 +4%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$4.71M 104,083 +104,083 New
Jennison Associates
62
Jennison Associates
New York
$4.58M 101,551 -118,296 -54%
Squarepoint
63
Squarepoint
New York
$4.47M 99,054 +52,874 +114%
Public Sector Pension Investment Board (PSP Investments)
64
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.71M 82,283 -35,873 -30%
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$3.68M 83,505 +83,000 +16,436%
ARS
66
Adirondack Retirement Specialists
New York
$3.66M 81,120 -66,008 -45%
Prudential Financial
67
Prudential Financial
New Jersey
$3.59M 79,650 -3,770 -5%
UBS AM
68
UBS AM
Illinois
$3.58M 79,234 +4,007 +5%
Ohio Public Employees Retirement System (OPERS)
69
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.55M 78,691 +24 +0%
Canada Pension Plan Investment Board
70
Canada Pension Plan Investment Board
Ontario, Canada
$3.52M 78,000 +78,000 New
MOACM
71
Mutual of America Capital Management
New York
$3.44M 76,155 +268 +0.4%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$3.32M 73,616 -4,929 -6%
Fisher Asset Management
73
Fisher Asset Management
Washington
$3.28M 72,761 +5,645 +8%
Connor, Clark & Lunn Investment Management (CC&L)
74
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.12M 69,130 +69,130 New
Canada Life
75
Canada Life
Manitoba, Canada
$3.06M 67,884 -1,059 -2%
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