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Moelis & Co
MC

Overview Fund Activity

314 hedge funds and large institutions have $3.6B invested in Moelis & Co in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 119 increasing their positions, 99 reducing their positions, and 33 closing their positions.

Holders
314
Holders Change
+24
Holders Change %
+8.28%
% of All Funds
4.85%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
60
Increased
119
Reduced
99
Closed
33
Calls
$3.18M
Puts
$1.45M
Net Calls
+$1.73M
Net Calls Change
+$794K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$159M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$401M
3
Millennium Management
3
Millennium Management
New York
$30.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$37.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$25.3M

Top Sellers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$25.4M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$91.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$120M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$348M
5
RA
5
Royce & Associates
New York
$32.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Neuberger Berman Group
76
Neuberger Berman Group
New York
$4.99M 80,318 +1,691 +2%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$4.95M 79,257 +9,480 +14%
AAM
78
Advisors Asset Management
Colorado
$4.9M 78,436 +20,987 +37%
UBS AM
79
UBS AM
Illinois
$4.74M 75,843 -1,066 -1%
ECM
80
ExodusPoint Capital Management
New York
$4.65M 74,447 +65,705 +752%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$4.63M 74,103 -9 -0%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$4.41M 70,576 -1,300 -2%
AR
83
Advisory Research
Illinois
$4.4M 70,442 +70,442 New
MOACM
84
Mutual of America Capital Management
New York
$4.26M 68,101 -13,790 -17%
Natixis Advisors
85
Natixis Advisors
Massachusetts
$4.22M 67,488 -27,828 -29%
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.04M 64,646 -5,057 -7%
AQR Capital Management
87
AQR Capital Management
Connecticut
$3.98M 63,662 +12,057 +23%
BCI
88
Brinker Capital Investments
Pennsylvania
$3.88M 62,053 -2,527 -4%
VI
89
Vestcor Inc
New Brunswick, Canada
$3.85M 61,543 -1,604 -3%
ERIC
90
Eagle Rock Investment Company
Georgia
$3.47M 55,437 +55,437 New
Los Angeles Capital Management
91
Los Angeles Capital Management
California
$3.46M 55,392 +21,947 +66%
Legal & General Group
92
Legal & General Group
United Kingdom
$3.46M 55,355 +773 +1%
CS
93
Credit Suisse
Switzerland
$3.36M 53,661 +3,165 +6%
Voloridge Investment Management
94
Voloridge Investment Management
Florida
$3.35M 53,556 +53,556 New
Citigroup
95
Citigroup
New York
$3.18M 50,900 +32,249 +173%
PCC
96
Park Circle Company
Maryland
$3.14M 50,176 +7,000 +16%
MPM
97
Meritage Portfolio Management
Kansas
$3.11M 49,772 -1,071 -2%
Chevy Chase Trust
98
Chevy Chase Trust
Maryland
$3.08M 49,279 -862 -2%
MIP
99
Mondrian Investment Partners
United Kingdom
$2.91M 46,621 -7,309 -14%
SWM
100
Salvus Wealth Management
New Jersey
$2.87M 45,861 -95 -0.2%
2 3
4
5 6