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Moelis & Co
MC

Overview Fund Activity

350 hedge funds and large institutions have $5.26B invested in Moelis & Co in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 115 increasing their positions, 116 reducing their positions, and 41 closing their positions.

Holders
350
Holders Change
+20
Holders Change %
+6.06%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
66
Increased
115
Reduced
116
Closed
41
Calls
$9.01M
Puts
$1.36M
Net Calls
+$7.65M
Net Calls Change
+$2.78M

Top Buyers

1
MIA
1
Madison Investment Advisors
Wisconsin
$86.1M
2
Norges Bank
2
Norges Bank
Norway
$52.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$53.4M
4
Raymond James Financial
4
Raymond James Financial
Florida
$27.9M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$20.7M

Top Sellers

1
HCL
1
Heard Capital LLC
Illinois
$62.2M
2
TAM
2
Timucuan Asset Management
Florida
$148M
3
WHG
3
Westwood Holdings Group
Texas
$0
4
MAM
4
Madison Asset Management
Wisconsin
$86.1M
5
WA
5
Wasatch Advisors
Utah
$194M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$14.3M 193,422 -48,350 -20%
CM
52
Capital Management
Virginia
$13.4M 181,088 +629 +0.3%
Nuveen Asset Management
53
Nuveen Asset Management
Illinois
$13.1M 177,507 -1,107 -0.6%
Public Sector Pension Investment Board (PSP Investments)
54
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13M 175,843 +26,529 +18%
UBS AM
55
UBS AM
Illinois
$13M 175,795 +30,592 +21%
WAM
56
Winslow Asset Management
Ohio
$12.7M 171,949 -3,230 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
57
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.4M 168,000 +70,000 +71%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$11.4M 154,342 +10,601 +7%
Renaissance Technologies
59
Renaissance Technologies
New York
$10.8M 146,444 +62,800 +75%
Barclays
60
Barclays
United Kingdom
$10.6M 143,951 +1,813 +1%
Swiss National Bank
61
Swiss National Bank
Switzerland
$10.2M 138,400 +1,000 +0.7%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$10.1M 134,884 -15,699 -10%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$9.91M 134,127 +8,000 +6%
HCM
64
Hodges Capital Management
Texas
$9.15M 123,840 +123,840 New
First Eagle Investment Management
65
First Eagle Investment Management
New York
$8.74M 118,251 -2,500 -2%
Jacobs Levy Equity Management
66
Jacobs Levy Equity Management
New Jersey
$8.73M 118,223 +16,482 +16%
Tudor Investment Corp
67
Tudor Investment Corp
Connecticut
$8.71M 117,952 +117,952 New
Millennium Management
68
Millennium Management
New York
$8.36M 113,187 -125,630 -53%
PC
69
Pier Capital
Connecticut
$7.96M 107,741 -11,248 -9%
Citigroup
70
Citigroup
New York
$7.34M 99,318 +12,105 +14%
RFC
71
Regions Financial Corp
Alabama
$7.21M 97,528 -3,856 -4%
AG
72
Algert Global
California
$6.77M 91,610 +91,610 New
Jennison Associates
73
Jennison Associates
New York
$6.44M 87,109 -1,125 -1%
RA
74
Royce & Associates
New York
$6.41M 86,810 -25,678 -23%
AllianceBernstein
75
AllianceBernstein
Tennessee
$6.35M 86,005 +540 +0.6%
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