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Moelis & Co
MC

Overview Fund Activity

259 hedge funds and large institutions have $3.16B invested in Moelis & Co in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 76 increasing their positions, 89 reducing their positions, and 27 closing their positions.

Holders
259
Holders Change
+32
Holders Change %
+14.1%
% of All Funds
4.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
62
Increased
76
Reduced
89
Closed
27
Calls
$2.35M
Puts
$2.06M
Net Calls
+$293K
Net Calls Change
-$3.98M

Top Buyers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$74.5M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$38.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$20.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$301M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$91.5M

Top Sellers

1
CRM
1
Cramer Rosenthal McGlynn
Connecticut
$29M
2
MAM
2
Madison Asset Management
Wisconsin
$33.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$152M
4
ARS
4
Adirondack Retirement Specialists
New York
$16.2M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$98.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
76
Barclays
United Kingdom
$3.5M 63,706 +39,890 +167%
UBS AM
77
UBS AM
Illinois
$3.24M 59,103 +2,182 +4%
Acadian Asset Management
78
Acadian Asset Management
Massachusetts
$3.18M 57,847 +46,579 +413%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$3.03M 55,127 -8,384 -13%
ZIM
80
Zacks Investment Management
Illinois
$2.81M 51,185 +51,185 New
SEI Investments
81
SEI Investments
Pennsylvania
$2.69M 49,030 – –
GPGA
82
Grandeur Peak Global Advisors
Utah
$2.66M 48,481 – –
SWM
83
Salvus Wealth Management
New Jersey
$2.47M 44,935 +770 +2%
CS
84
Credit Suisse
Switzerland
$2.44M 44,502 -21,083 -32%
State of New Jersey Common Pension Fund D
85
State of New Jersey Common Pension Fund D
New Jersey
$2.41M 43,853 -12,938 -23%
BI
86
Bramshill Investments
Florida
$2.35M 42,767 +9,146 +27%
Legal & General Group
87
Legal & General Group
United Kingdom
$2.23M 40,706 +3,084 +8%
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.07M 37,659 -12,235 -25%
Marshall Wace
89
Marshall Wace
United Kingdom
$2.06M 37,504 +21,336 +132%
ACM
90
Ascendant Capital Management
California
$1.87M 34,000 +4,000 +13%
LPL Financial
91
LPL Financial
California
$1.69M 30,733 -9,164 -23%
WB
92
WesBanco Bank
West Virginia
$1.65M 30,132 +30,132 New
HWA
93
HCR Wealth Advisors
California
$1.64M 29,965 +460 +2%
AQR Capital Management
94
AQR Capital Management
Connecticut
$1.6M 29,164 +20,453 +235%
CBB
95
Citizens Business Bank
California
$1.6M 29,155 -345 -1%
AC
96
Allstate Corporation
Illinois
$1.58M 28,798 -3,682 -11%
Tudor Investment Corp
97
Tudor Investment Corp
Connecticut
$1.58M 28,724 -23,809 -45%
OQS
98
Occudo Quantitative Strategies
Florida
$1.49M 27,161 -4,063 -13%
PCC
99
Park Circle Company
Maryland
$1.46M 26,676 – –
BMSSC
100
B. Metzler seel. Sohn & Co
Germany
$1.42M 25,792 -7,507 -23%
2 3
4
5 6