MC icon

Moelis & Co
MC

Overview Fund Activity

240 hedge funds and large institutions have $2.4B invested in Moelis & Co in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 38 closing their positions.

Holders
240
Holders Change
-6
Holders Change %
-2.44%
% of All Funds
3.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
36
Increased
99
Reduced
78
Closed
38
Calls
$1.48M
Puts
$1.09M
Net Calls
+$395K
Net Calls Change
+$3.05M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$150M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$24.5M
3
LCOV
3
London Company of Virginia
Virginia
$138M
4
Victory Capital Management
4
Victory Capital Management
Texas
$13.1M
5
Ameriprise
5
Ameriprise
Minnesota
$33.2M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$24M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$259M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$6.08M
5
Citadel Advisors
5
Citadel Advisors
Florida
$92.2K
Name Market Value Shares Shares
Change 		Shares
Change %
State of New Jersey Common Pension Fund D
76
State of New Jersey Common Pension Fund D
New Jersey
$2.02M 52,727 – –
Holocene Advisors
77
Holocene Advisors
New York
$2.01M 52,331 +3,538 +7%
PCC
78
Park Circle Company
Maryland
$1.93M 50,176 – –
GPGA
79
Grandeur Peak Global Advisors
Utah
$1.92M 50,102 -1,739 -3%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$1.89M 49,158 -4,218 -8%
CIP
81
Cornerstone Investment Partners
Georgia
$1.87M 48,859 +40 +0.1%
SWM
82
Salvus Wealth Management
New Jersey
$1.85M 48,272 -35 -0.1%
ERIC
83
Eagle Rock Investment Company
Georgia
$1.84M 41,490 -600 -1%
LPL Financial
84
LPL Financial
California
$1.61M 41,912 +2,382 +6%
Chevy Chase Trust
85
Chevy Chase Trust
Maryland
$1.43M 37,217 -13,530 -27%
MIM
86
MetLife Investment Management
New Jersey
$1.29M 33,540 – –
MWM
87
Moran Wealth Management
Florida
$1.28M 33,253 +33,253 New
Barclays
88
Barclays
United Kingdom
$1.25M 32,653 -26,514 -45%
OAM
89
Oppenheimer Asset Management
New York
$1.25M 32,587 +8,034 +33%
AIG
90
American International Group
New York
$1.16M 30,154 -110 -0.4%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$1.13M 29,508 -651 -2%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$1.12M 29,288 -4,097 -12%
CP
93
CenterBook Partners
Connecticut
$1.11M 28,931 -8,930 -24%
RPSA
94
Richard P. Slaughter Associates
Texas
$1.1M 28,702 +2,213 +8%
AIMCA
95
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.08M 28,268 +6,550 +30%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$1.06M 27,521 +1,974 +8%
Mirae Asset Global Investments
97
Mirae Asset Global Investments
South Korea
$1.05M 27,328 +294 +1%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$1.05M 27,321 +2,077 +8%
FDCDDQ
99
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.05M 27,235 – –
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$976K 25,435 -9,999 -28%
2 3
4
5 6