MC icon

Moelis & Co
MC

Overview Fund Activity

272 hedge funds and large institutions have $3.21B invested in Moelis & Co in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 71 reducing their positions, and 28 closing their positions.

Holders
272
Holders Change
+13
Holders Change %
+5.02%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
41
Increased
108
Reduced
71
Closed
28
Calls
$6.07M
Puts
$7.26M
Net Calls
-$1.2M
Net Calls Change
-$1.49M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$337M
2
State Street
2
State Street
Massachusetts
$69.3M
3
LCOV
3
London Company of Virginia
Virginia
$214M
4
HCL
4
Heard Capital LLC
Illinois
$26.8M
5
WA
5
Wasatch Advisors
Utah
$57M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$122M
2
CRM
2
Cramer Rosenthal McGlynn
Connecticut
$9.45M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$59.3M
4
BlackRock
4
BlackRock
New York
$258M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$25.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Allianz Asset Management
76
Allianz Asset Management
Germany
$3.64M 64,011 -3,625 -5%
CSS
77
Cubist Systematic Strategies
Connecticut
$3.35M 58,863 -17,807 -23%
ZIM
78
Zacks Investment Management
Illinois
$3.02M 53,058 +1,873 +4%
BI
79
Bramshill Investments
Florida
$3.01M 52,834 +10,067 +24%
MPM
80
Meritage Portfolio Management
Kansas
$2.9M 50,975 +50,975 New
Chevy Chase Trust
81
Chevy Chase Trust
Maryland
$2.84M 49,857 +49,857 New
SEI Investments
82
SEI Investments
Pennsylvania
$2.79M 49,119 +89 +0.2%
AAM
83
Advisors Asset Management
Colorado
$2.78M 48,943 +36,936 +308%
State of New Jersey Common Pension Fund D
84
State of New Jersey Common Pension Fund D
New Jersey
$2.73M 47,924 +4,071 +9%
CS
85
Credit Suisse
Switzerland
$2.69M 47,375 +2,873 +6%
SWM
86
Salvus Wealth Management
New Jersey
$2.55M 44,786 -149 -0.3%
AQR Capital Management
87
AQR Capital Management
Connecticut
$2.44M 42,822 +13,658 +47%
Legal & General Group
88
Legal & General Group
United Kingdom
$2.34M 41,140 +434 +1%
ACM
89
Ascendant Capital Management
California
$1.99M 35,000 +1,000 +3%
VRS
90
Virginia Retirement Systems
Virginia
$1.87M 32,900 +11,500 +54%
LPL Financial
91
LPL Financial
California
$1.78M 31,281 +548 +2%
Tudor Investment Corp
92
Tudor Investment Corp
Connecticut
$1.76M 30,916 +2,192 +8%
WB
93
WesBanco Bank
West Virginia
$1.71M 30,132 – –
HWA
94
HCR Wealth Advisors
California
$1.71M 29,965 – –
CBB
95
Citizens Business Bank
California
$1.66M 29,155 – –
CIP
96
Cornerstone Investment Partners
Georgia
$1.63M 28,725 +5,634 +24%
OSIA
97
O'Shares Investment Advisers
Massachusetts
$1.61M 28,215 +3,487 +14%
Los Angeles Capital Management
98
Los Angeles Capital Management
California
$1.57M 27,545 +5,020 +22%
SO
99
STRS Ohio
Ohio
$1.54M 27,000 +1,800 +7%
PCC
100
Park Circle Company
Maryland
$1.52M 26,676 – –
2 3
4
5 6