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Moelis & Co
MC

Overview Fund Activity

280 hedge funds and large institutions have $4.1B invested in Moelis & Co in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 107 reducing their positions, and 35 closing their positions.

Holders
280
Holders Change
+13
Holders Change %
+4.87%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
53
Increased
84
Reduced
107
Closed
35
Calls
$3.32M
Puts
$2.53M
Net Calls
+$792K
Net Calls Change
-$1.45M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$189M
3
Norges Bank
3
Norges Bank
Norway
$41.7M
4
BlackRock
4
BlackRock
New York
$449M
5
ACL
5
Azora Capital LP
Florida
$10.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$64.4M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$398M
4
WA
4
Wasatch Advisors
Utah
$183M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$42.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Natixis Advisors
51
Natixis Advisors
Massachusetts
$8.22M 146,449 +23,426 +19%
Connor, Clark & Lunn Investment Management (CC&L)
52
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.2M 146,019 +76,889 +111%
UBS Group
53
UBS Group
Switzerland
$8.07M 143,711 +21,813 +18%
Public Sector Pension Investment Board (PSP Investments)
54
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.77M 138,345 +56,062 +68%
Swiss National Bank
55
Swiss National Bank
Switzerland
$7.36M 131,200 -15,100 -10%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$6.96M 123,932 +2,123 +2%
GPGA
57
Grandeur Peak Global Advisors
Utah
$6.95M 123,815 -14,660 -11%
SPS
58
Susquehanna Portfolio Strategies
Pennsylvania
$6.13M 109,275 +109,275 New
HSBC Holdings
59
HSBC Holdings
United Kingdom
$5.91M 104,496 +413 +0.4%
RFC
60
Regions Financial Corp
Alabama
$5.87M 104,518 -4,328 -4%
First Eagle Investment Management
61
First Eagle Investment Management
New York
$5.45M 97,051 -8,055 -8%
MOACM
62
Mutual of America Capital Management
New York
$5.42M 96,568 +20,413 +27%
Jennison Associates
63
Jennison Associates
New York
$5.23M 93,238 -8,313 -8%
UBS AM
64
UBS AM
Illinois
$4.45M 79,234 – –
Prudential Financial
65
Prudential Financial
New Jersey
$4.38M 77,951 -1,699 -2%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$4.2M 74,759 +63,182 +546%
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.01M 71,489 -7,202 -9%
Jane Street
68
Jane Street
New York
$4M 71,249 +38,411 +117%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$3.95M 70,300 -3,316 -5%
CS
70
Credit Suisse
Switzerland
$3.84M 68,455 +4,655 +7%
Fisher Asset Management
71
Fisher Asset Management
Washington
$3.78M 67,365 -5,396 -7%
BMSSC
72
B. Metzler seel. Sohn & Co
Germany
$3.5M 62,357 -1,660 -3%
SWM
73
Salvus Wealth Management
New Jersey
$3.49M 62,153 -2,235 -3%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$3.33M 59,404 -1,497 -2%
Squarepoint
75
Squarepoint
New York
$3.29M 58,661 -40,393 -41%
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