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Moelis & Co

259 hedge funds and large institutions have $3.42B invested in Moelis & Co in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 75 reducing their positions, and 33 closing their positions.

Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
48
Increased
101
Reduced
75
Closed
33
Calls
$3.28M
Puts
$2.58M
Net Calls
+$707K
Net Calls Change
+$418K
Name Market Value Shares Shares
Change
Shares
Change %
UBS AM
76
UBS AM
Illinois
$2.89M 75,227
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$2.89M 63,679 +63,679 New
State of New Jersey Common Pension Fund D
78
State of New Jersey Common Pension Fund D
New Jersey
$2.87M 63,264 +10,537 +20%
CS
79
Credit Suisse
Switzerland
$2.83M 62,359 +8,336 +15%
TPSF
80
Texas Permanent School Fund
Texas
$2.66M 58,603 +58,603 New
BC
81
Brookfield Corp
Ontario, Canada
$2.61M 57,576 +57,576 New
MWM
82
Moran Wealth Management
Florida
$2.56M 56,432 +1,654 +3%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$2.56M 56,396 -18,684 -25%
Holocene Advisors
84
Holocene Advisors
New York
$2.5M 55,159 -5,913 -10%
Schroder Investment Management Group
85
Schroder Investment Management Group
United Kingdom
$2.44M 53,813 -13,631 -20%
OAM
86
Oppenheimer Asset Management
New York
$2.41M 53,181 +5,755 +12%
LPL Financial
87
LPL Financial
California
$2.4M 52,997 +4,330 +9%
OPS
88
Orion Portfolio Solutions
Nebraska
$2.4M 52,956 -4,436 -8%
BCI
89
Brinker Capital Investments
Pennsylvania
$2.4M 52,956 -4,436 -8%
FNBOO
90
First National Bank of Omaha
Nebraska
$2.4M 52,946 +311 +0.6%
NW
91
NewEdge Wealth
Pennsylvania
$2.35M 51,757 -190 -0.4%
VAS
92
Vestmark Advisory Solutions
Massachusetts
$2.35M 51,757 -190 -0.4%
PCC
93
Park Circle Company
Maryland
$2.27M 50,176
Neuberger Berman Group
94
Neuberger Berman Group
New York
$2.26M 49,849 -3,063 -6%
CIP
95
Cornerstone Investment Partners
Georgia
$2.23M 49,078 +44 +0.1%
Citigroup
96
Citigroup
New York
$2.21M 48,729 +45,968 +1,665%
American Century Companies
97
American Century Companies
Missouri
$2.19M 48,209 -60,468 -56%
Squarepoint
98
Squarepoint
New York
$2.09M 46,180 +12,637 +38%
AIMCA
99
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.06M 45,454 +10,511 +30%
ERIC
100
Eagle Rock Investment Company
Georgia
$2.05M 41,441