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Moelis & Co
MC

Overview Fund Activity

307 hedge funds and large institutions have $4.12B invested in Moelis & Co in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 93 increasing their positions, 115 reducing their positions, and 26 closing their positions.

Holders
307
Holders Change
+27
Holders Change %
+9.64%
% of All Funds
4.45%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
54
Increased
93
Reduced
115
Closed
26
Calls
$2.41M
Puts
$1.63M
Net Calls
+$787K
Net Calls Change
-$5K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$87.4M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$15M
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.9M
4
HCL
4
Heard Capital LLC
Illinois
$120M
5
MAM
5
Madison Asset Management
Wisconsin
$91M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.2M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$94.5M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$19.7M
5
ACL
5
Azora Capital LP
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
51
HSBC Holdings
United Kingdom
$9.95M 175,283 +70,787 +68%
RA
52
Royce & Associates
New York
$9.91M 174,613 -4,256 -2%
UBS Group
53
UBS Group
Switzerland
$9.1M 160,361 +16,650 +12%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$7.97M 140,336 +16,404 +13%
Public Sector Pension Investment Board (PSP Investments)
55
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.76M 136,645 -1,700 -1%
Swiss National Bank
56
Swiss National Bank
Switzerland
$7.47M 131,600 +400 +0.3%
Jane Street
57
Jane Street
New York
$6.92M 121,916 +50,667 +71%
SPS
58
Susquehanna Portfolio Strategies
Pennsylvania
$6.2M 109,275 – –
First Eagle Investment Management
59
First Eagle Investment Management
New York
$6M 105,651 +8,600 +9%
RFC
60
Regions Financial Corp
Alabama
$5.78M 101,772 -2,746 -3%
Invesco
61
Invesco
Georgia
$5.69M 100,235 -86,688 -46%
Jennison Associates
62
Jennison Associates
New York
$5.28M 93,081 -157 -0.2%
GPGA
63
Grandeur Peak Global Advisors
Utah
$5.22M 91,914 -31,901 -26%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$5.06M 89,173 +89,173 New
MOACM
65
Mutual of America Capital Management
New York
$4.5M 79,277 -17,291 -18%
UBS AM
66
UBS AM
Illinois
$4.5M 79,234 – –
Victory Capital Management
67
Victory Capital Management
Texas
$4.45M 78,346 -163,382 -68%
Prudential Financial
68
Prudential Financial
New Jersey
$4.32M 76,044 -1,907 -2%
PI
69
PineBridge Investments
New York
$4.24M 74,764 +74,764 New
Fisher Asset Management
70
Fisher Asset Management
Washington
$4.22M 74,378 +7,013 +10%
Marshall Wace
71
Marshall Wace
United Kingdom
$4.03M 70,989 +31,854 +81%
CS
72
Credit Suisse
Switzerland
$3.87M 68,178 -277 -0.4%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$3.78M 66,672 -3,628 -5%
DAS
74
Diversify Advisory Services
Utah
$3.63M 64,630 +64,630 New
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.63M 63,917 -7,572 -11%
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3
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