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Moelis & Co

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.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 70

2.8% more ownership

Funds ownership: 94.94%97.74% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less funds holding

Funds holding: 259246 (-13)

13% less capital invested

Capital invested by funds: $2.42B → $2.12B (-$307M)

31% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 32

53% less call options, than puts

Call options by funds: $2.4M | Put options by funds: $5.05M

Holders
246
Holders Change
-13
Holders Change %
-5.02%
% of All Funds
4.24%
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
Name Holding Trade Value Shares
Change
Change in
Stake
NW
76
NewEdge Wealth
Pennsylvania
$1.82M +$562K +13,430 +33%
VAS
77
Vestmark Advisory Solutions
Massachusetts
$1.82M +$977K +23,338 +76%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$1.8M +$2.22M +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
GPGA
80
Grandeur Peak Global Advisors
Utah
$1.75M -$852K -20,349 -28%
CS
81
Credit Suisse
Switzerland
$1.72M +$19K +454 +0.9%
AA
82
ALPS Advisors
Colorado
$1.72M +$521K +12,438 +32%
Chevy Chase Trust
83
Chevy Chase Trust
Maryland
$1.72M +$35.5K +849 +2%
PCC
84
Park Circle Company
Maryland
$1.7M
CIP
85
Cornerstone Investment Partners
Georgia
$1.65M +$287K +6,866 +16%
FNBOO
86
First National Bank of Omaha
Nebraska
$1.65M +$70K +1,673 +4%
Holocene Advisors
87
Holocene Advisors
New York
$1.65M +$1.23M +29,300 +150%
SWM
88
Salvus Wealth Management
New Jersey
$1.63M -$1.17K -28 -0.1%
Janus Henderson Group
89
Janus Henderson Group
United Kingdom
$1.58M +$994K +23,755 +103%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$1.57M -$1.41M -33,673 -42%
BMSSC
91
B. Metzler seel. Sohn & Co
Germany
$1.43M +$505K +12,068 +40%
ERIC
92
Eagle Rock Investment Company
Georgia
$1.42M +$255K +6,090 +17%
Aviva
93
Aviva
United Kingdom
$1.34M -$292K -6,969 -15%
LPL Financial
94
LPL Financial
California
$1.34M +$57.6K +1,376 +4%
VI
95
Versor Investments
New York
$1.33M +$467K +11,153 +39%
VCA
96
Verdence Capital Advisors
Maryland
$1.29M +$361K +8,614 +29%
Fisher Asset Management
97
Fisher Asset Management
Washington
$1.29M +$1.59M +38,057 New
CP
98
CenterBook Partners
Connecticut
$1.28M +$256K +6,124 +19%
JAM
99
Jupiter Asset Management
United Kingdom
$1.24M +$1.54M +36,752 New
CSS
100
Cubist Systematic Strategies
Connecticut
$1.2M +$643K +15,353 +76%