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Moelis & Co
MC

Overview Fund Activity

290 hedge funds and large institutions have $3.47B invested in Moelis & Co in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+18
Holders Change %
+6.62%
% of All Funds
5.09%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
48
Increased
103
Reduced
86
Closed
28
Calls
$4.65M
Puts
$3.71M
Net Calls
+$938K
Net Calls Change
+$2.13M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$41.6M
2
PAM
2
Panagora Asset Management
Massachusetts
$9.64M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$8.83M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$14.2M
5
WHG
5
Westwood Holdings Group
Texas
$76.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$133M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$356M
3
BAMCO Inc
3
BAMCO Inc
New York
$54.5M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$51.8M
5
LCOV
5
London Company of Virginia
Virginia
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$4.32M +$117K +1,885 +3%
Ohio Public Employees Retirement System (OPERS)
77
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.31M -$389K -6,286 -8%
Acadian Asset Management
78
Acadian Asset Management
Massachusetts
$4.19M +$4.19M +67,819 New
Allianz Asset Management
79
Allianz Asset Management
Germany
$4.08M +$122K +1,979 +3%
Barclays
80
Barclays
United Kingdom
$3.92M +$2.86M +46,235 +271%
VI
81
Vestcor Inc
New Brunswick, Canada
$3.91M +$3.91M +63,147 New
BCI
82
Brinker Capital Investments
Pennsylvania
$3.67M – – –
AAM
83
Advisors Asset Management
Colorado
$3.55M +$526K +8,506 +17%
Connor, Clark & Lunn Investment Management (CC&L)
84
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.51M +$3.19M +51,534 +983%
Legal & General Group
85
Legal & General Group
United Kingdom
$3.38M +$832K +13,442 +33%
MIP
86
Mondrian Investment Partners
United Kingdom
$3.34M -$850K -13,742 -20%
ZIM
87
Zacks Investment Management
Illinois
$3.34M +$54.7K +885 +2%
AQR Capital Management
88
AQR Capital Management
Connecticut
$3.19M +$543K +8,783 +21%
MPM
89
Meritage Portfolio Management
Kansas
$3.15M -$8.17K -132 -0.3%
CS
90
Credit Suisse
Switzerland
$3.13M +$193K +3,121 +7%
Chevy Chase Trust
91
Chevy Chase Trust
Maryland
$3.1M +$17.6K +284 +0.6%
SWM
92
Salvus Wealth Management
New Jersey
$2.84M +$72.4K +1,170 +3%
State of New Jersey Common Pension Fund D
93
State of New Jersey Common Pension Fund D
New Jersey
$2.75M -$211K -3,413 -7%
PCC
94
Park Circle Company
Maryland
$2.67M +$1.02M +16,500 +62%
American Century Companies
95
American Century Companies
Missouri
$2.49M +$940K +15,196 +61%
Verition Fund Management
96
Verition Fund Management
Connecticut
$2.4M +$1.87M +30,153 +350%
PCM
97
Prana Capital Management
Connecticut
$2.34M +$2.34M +37,787 New
APG Asset Management
98
APG Asset Management
Netherlands
$2.22M -$2.86M -53,500 -56%
MAM
99
Martingale Asset Management
Massachusetts
$2.16M +$2.16M +34,949 New
AIG
100
American International Group
New York
$2.07M -$49.3K -796 -2%
2 3
4
5 6