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Moelis & Co

332 hedge funds and large institutions have $4.91B invested in Moelis & Co in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 20

109% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $4.48M

19% more capital invested

Capital invested by funds: $4.13B → $4.91B (+$783M)

14% more funds holding

Funds holding: 292332 (+40)

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.31% less ownership

Funds ownership: 103.16%101.86% (-1.3%)

Holders
332
Holders Change
+40
Holders Change %
+13.7%
% of All Funds
4.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
63
Increased
113
Reduced
105
Closed
20
Calls
$9.35M
Puts
$4.48M
Net Calls
+$4.87M
Net Calls Change
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
Winslow Asset Management
Ohio
$12M +$87.9K +1,361 +0.8%
Connor, Clark & Lunn Investment Management (CC&L)
52
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.7M -$437K -6,764 -4%
UBS Group
53
UBS Group
Switzerland
$10.5M -$2.14M -33,196 -18%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$10.3M -$6.2M -96,072 -39%
Public Sector Pension Investment Board (PSP Investments)
55
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.2M -$355K -5,500 -4%
UBS AM
56
UBS AM
Illinois
$9.95M -$882K -13,663 -9%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$9.85M +$539K +8,342 +6%
Barclays
58
Barclays
United Kingdom
$9.74M -$7.94M -122,978 -46%
Swiss National Bank
59
Swiss National Bank
Switzerland
$9.41M +$400K +6,200 +5%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$8.64M +$13.4K +207 +0.2%
First Eagle Investment Management
61
First Eagle Investment Management
New York
$8.27M -$271K -4,200 -3%
PC
62
Pier Capital
Connecticut
$8.15M +$7.68M +118,989 New
RA
63
Royce & Associates
New York
$7.71M -$4.39M -68,040 -38%
SPS
64
Susquehanna Portfolio Strategies
Pennsylvania
$7.49M
Jacobs Levy Equity Management
65
Jacobs Levy Equity Management
New Jersey
$6.97M +$6.57M +101,741 New
RFC
66
Regions Financial Corp
Alabama
$6.95M +$26K +402 +0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
67
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.71M +$4.83M +74,800 +322%
Jane Street
68
Jane Street
New York
$6.08M +$691K +10,710 +14%
Jennison Associates
69
Jennison Associates
New York
$6.04M -$341K -5,289 -6%
Citigroup
70
Citigroup
New York
$5.97M +$2.41M +37,375 +75%
ECM
71
ExodusPoint Capital Management
New York
$5.92M +$5.58M +86,452 New
AllianceBernstein
72
AllianceBernstein
Tennessee
$5.86M -$86.3M -1,336,026 -94%
Victory Capital Management
73
Victory Capital Management
Texas
$5.84M +$2.31M +35,713 +72%
Renaissance Technologies
74
Renaissance Technologies
New York
$5.73M +$5.4M +83,644 New
Canada Life
75
Canada Life
Manitoba, Canada
$5.43M +$19.4K +301 +0.4%