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Moelis & Co
MC

Overview Fund Activity

246 hedge funds and large institutions have $2.12B invested in Moelis & Co in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 128 increasing their positions, 70 reducing their positions, and 32 closing their positions.

Holders
246
Holders Change
-13
Holders Change %
-5.02%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
128
Reduced
70
Closed
32
Calls
$2.4M
Puts
$5.05M
Net Calls
-$2.65M
Net Calls Change
-$50K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$104M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$234M
3
RJA
3
Raymond James & Associates
Florida
$12.7M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$18M
5
Wells Fargo
5
Wells Fargo
California
$34.1M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.2M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$36.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$7.12M
Name Market Value Shares Shares
Change 		Shares
Change %
NW
76
NewEdge Wealth
Pennsylvania
$1.82M 53,877 +13,430 +33%
VAS
77
Vestmark Advisory Solutions
Massachusetts
$1.82M 53,877 +23,338 +76%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$1.8M 53,376 +53,042 +15,881%
State of New Jersey Common Pension Fund D
79
State of New Jersey Common Pension Fund D
New Jersey
$1.78M 52,727 – –
GPGA
80
Grandeur Peak Global Advisors
Utah
$1.75M 51,841 -20,349 -28%
CS
81
Credit Suisse
Switzerland
$1.72M 50,995 +454 +0.9%
AA
82
ALPS Advisors
Colorado
$1.72M 50,912 +12,438 +32%
Chevy Chase Trust
83
Chevy Chase Trust
Maryland
$1.72M 50,747 +849 +2%
PCC
84
Park Circle Company
Maryland
$1.7M 50,176 – –
CIP
85
Cornerstone Investment Partners
Georgia
$1.65M 48,819 +6,866 +16%
FNBOO
86
First National Bank of Omaha
Nebraska
$1.65M 48,814 +1,673 +4%
Holocene Advisors
87
Holocene Advisors
New York
$1.65M 48,793 +29,300 +150%
SWM
88
Salvus Wealth Management
New Jersey
$1.63M 48,307 -28 -0.1%
Janus Henderson Group
89
Janus Henderson Group
United Kingdom
$1.58M 46,736 +23,755 +103%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$1.57M 46,378 -33,673 -42%
BMSSC
91
B. Metzler seel. Sohn & Co
Germany
$1.43M 42,333 +12,068 +40%
ERIC
92
Eagle Rock Investment Company
Georgia
$1.42M 42,090 +6,090 +17%
Aviva
93
Aviva
United Kingdom
$1.34M 39,735 -6,969 -15%
LPL Financial
94
LPL Financial
California
$1.34M 39,530 +1,376 +4%
VI
95
Versor Investments
New York
$1.33M 39,408 +11,153 +39%
VCA
96
Verdence Capital Advisors
Maryland
$1.29M 38,277 +8,614 +29%
Fisher Asset Management
97
Fisher Asset Management
Washington
$1.29M 38,057 +38,057 New
CP
98
CenterBook Partners
Connecticut
$1.28M 37,861 +6,124 +19%
JAM
99
Jupiter Asset Management
United Kingdom
$1.24M 36,752 +36,752 New
CSS
100
Cubist Systematic Strategies
Connecticut
$1.2M 35,615 +15,353 +76%
2 3
4
5 6