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Moelis & Co
MC

Overview Fund Activity

244 hedge funds and large institutions have $2.53B invested in Moelis & Co in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 83 reducing their positions, and 21 closing their positions.

Holders
244
Holders Change
+4
Holders Change %
+1.67%
% of All Funds
3.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
98
Reduced
83
Closed
21
Calls
$1.88M
Puts
$1.59M
Net Calls
+$289K
Net Calls Change
-$106K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$174M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$53.1M
3
MAM
3
Madison Asset Management
Wisconsin
$50M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$18.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$36.5M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$95.1M
3
WHG
3
Westwood Holdings Group
Texas
$53.9M
4
BlackRock
4
BlackRock
New York
$206M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$88.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Holocene Advisors
76
Holocene Advisors
New York
$2.35M +$336K +8,741 +17%
BCI
77
Brinker Capital Investments
Pennsylvania
$2.21M -$137K -3,573 -6%
OPS
78
Orion Portfolio Solutions
Nebraska
$2.21M +$2.21M +57,392 New
MWM
79
Moran Wealth Management
Florida
$2.11M +$827K +21,525 +65%
CS
80
Credit Suisse
Switzerland
$2.08M +$22.4K +584 +1%
Neuberger Berman Group
81
Neuberger Berman Group
New York
$2.03M -$171K -4,446 -8%
State of New Jersey Common Pension Fund D
82
State of New Jersey Common Pension Fund D
New Jersey
$2.03M – – –
FNBOO
83
First National Bank of Omaha
Nebraska
$2.02M -$19.2K -499 -0.9%
Man Group
84
Man Group
United Kingdom
$2M -$2.37M -61,734 Closed
NW
85
NewEdge Wealth
Pennsylvania
$2M -$112K -2,905 -5%
VAS
86
Vestmark Advisory Solutions
Massachusetts
$2M -$97.3K -2,532 -5%
CP
87
CenterBook Partners
Connecticut
$1.98M +$865K +22,491 +78%
PCC
88
Park Circle Company
Maryland
$1.93M – – –
CIP
89
Cornerstone Investment Partners
Georgia
$1.88M +$6.73K +175 +0.4%
SWM
90
Salvus Wealth Management
New Jersey
$1.88M +$28.8K +750 +2%
LPL Financial
91
LPL Financial
California
$1.87M +$260K +6,755 +16%
Barclays
92
Barclays
United Kingdom
$1.85M +$591K +15,377 +47%
First Eagle Investment Management
93
First Eagle Investment Management
New York
$1.84M +$1.84M +47,738 New
OAM
94
Oppenheimer Asset Management
New York
$1.82M +$570K +14,839 +46%
PP
95
PDT Partners
New York
$1.77M +$1.77M +45,953 New
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$1.72M +$1M +26,033 +140%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$1.64M +$506K +13,173 +45%
ERIC
98
Eagle Rock Investment Company
Georgia
$1.59M -$1.88K -49 -0.1%
VCA
99
Verdence Capital Advisors
Maryland
$1.43M +$746K +19,410 +109%
CWA
100
CM Wealth Advisors
Ohio
$1.43M +$1.43M +35,096 New
2 3
4
5 6