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Moelis & Co
MC

Overview Fund Activity

293 hedge funds and large institutions have $4.13B invested in Moelis & Co in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 93 reducing their positions, and 42 closing their positions.

Holders
293
Holders Change
-14
Holders Change %
-4.56%
% of All Funds
4.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
33
Increased
116
Reduced
93
Closed
42
Calls
$6.89M
Puts
$1.5M
Net Calls
+$5.39M
Net Calls Change
+$4.6M

Top Buyers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$40.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$464M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$22.4M
4
Ameriprise
4
Ameriprise
Minnesota
$99.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$83.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$148M
2
WHG
2
Westwood Holdings Group
Texas
$33.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$345K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$80.8M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Connor, Clark & Lunn Investment Management (CC&L)
51
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.23M 162,272 -14,042 -8%
UBS AM
52
UBS AM
Illinois
$9.03M 158,866 +79,632 +101%
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.8M 154,814 +18,169 +13%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$7.7M 135,399 +46,226 +52%
Swiss National Bank
55
Swiss National Bank
Switzerland
$7.46M 131,200 -400 -0.3%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$7.16M 125,920 -14,416 -10%
First Eagle Investment Management
57
First Eagle Investment Management
New York
$7.1M 124,951 +19,300 +18%
SPS
58
Susquehanna Portfolio Strategies
Pennsylvania
$6.21M 109,275 – –
Citadel Advisors
59
Citadel Advisors
Florida
$5.93M 104,263 -157,961 -60%
RFC
60
Regions Financial Corp
Alabama
$5.74M 100,982 -790 -0.8%
Invesco
61
Invesco
Georgia
$5.68M 99,903 -332 -0.3%
Jennison Associates
62
Jennison Associates
New York
$5.32M 93,523 +442 +0.5%
CCM
63
Cinctive Capital Management
New York
$4.77M 83,943 +83,943 New
Canada Life
64
Canada Life
Manitoba, Canada
$4.49M 78,985 +20,135 +34%
MOACM
65
Mutual of America Capital Management
New York
$4.48M 78,768 -509 -0.6%
Jane Street
66
Jane Street
New York
$4.44M 78,032 -43,884 -36%
Prudential Financial
67
Prudential Financial
New Jersey
$4.36M 76,732 +688 +0.9%
Allianz Asset Management
68
Allianz Asset Management
Germany
$3.8M 66,866 +60,761 +995%
PIP
69
Palisades Investment Partners
California
$3.75M 65,868 +65,868 New
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$3.72M 65,353 -1,319 -2%
BMSSC
71
B. Metzler seel. Sohn & Co
Germany
$3.61M 63,422 – –
Fisher Asset Management
72
Fisher Asset Management
Washington
$3.55M 62,350 -12,028 -16%
SWM
73
Salvus Wealth Management
New Jersey
$3.44M 60,450 -1,203 -2%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$3.37M 59,264 +2,664 +5%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$3.32M 58,405 +572 +1%
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