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Moelis & Co
MC

Overview Fund Activity

267 hedge funds and large institutions have $3.3B invested in Moelis & Co in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 109 reducing their positions, and 22 closing their positions.

Holders
267
Holders Change
+8
Holders Change %
+3.09%
% of All Funds
4.26%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
33
Increased
91
Reduced
109
Closed
22
Calls
$3.6M
Puts
$1.36M
Net Calls
+$2.24M
Net Calls Change
+$1.53M

Top Buyers

1
BlackRock
1
BlackRock
New York
$352M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.9M
3
Northern Trust
3
Northern Trust
Illinois
$41.9M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$6.21M
5
Barclays
5
Barclays
United Kingdom
$13.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$137M
2
WA
2
Wasatch Advisors
Utah
$156M
3
Ameriprise
3
Ameriprise
Minnesota
$48.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$66.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$26.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
76
Salvus Wealth Management
New Jersey
$2.91M 64,388 -32 -0%
BMSSC
77
B. Metzler seel. Sohn & Co
Germany
$2.89M 64,017 -91,181 -59%
CS
78
Credit Suisse
Switzerland
$2.88M 63,800 +1,441 +2%
Citadel Advisors
79
Citadel Advisors
Florida
$2.78M 61,556 +36,887 +150%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$2.75M 60,901 -2,778 -4%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$2.62M 58,004 +1,608 +3%
MWM
82
Moran Wealth Management
Florida
$2.57M 56,976 +544 +1%
RBA
83
Richard Bernstein Advisors
New York
$2.56M 56,729 +56,729 New
TPSF
84
Texas Permanent School Fund
Texas
$2.55M 56,532 -2,071 -4%
LPL Financial
85
LPL Financial
California
$2.43M 53,833 +836 +2%
Comerica Bank
86
Comerica Bank
Texas
$2.39M 52,934 -181,535 -77%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$2.37M 52,538 +23,059 +78%
State of New Jersey Common Pension Fund D
88
State of New Jersey Common Pension Fund D
New Jersey
$2.37M 52,432 -10,832 -17%
Schroder Investment Management Group
89
Schroder Investment Management Group
United Kingdom
$2.36M 52,365 -1,448 -3%
NW
90
NewEdge Wealth
Pennsylvania
$2.31M 51,291 -466 -0.9%
VAS
91
Vestmark Advisory Solutions
Massachusetts
$2.31M 51,187 -570 -1%
DI
92
DFPG Investments
Utah
$2.3M 55,000 +20,412 +59%
PCC
93
Park Circle Company
Maryland
$2.26M 50,176 – –
FNBOO
94
First National Bank of Omaha
Nebraska
$2.26M 49,987 -2,959 -6%
Neuberger Berman Group
95
Neuberger Berman Group
New York
$2.24M 49,613 -236 -0.5%
OAM
96
Oppenheimer Asset Management
New York
$2.21M 48,960 -4,221 -8%
OPS
97
Orion Portfolio Solutions
Nebraska
$2.2M 48,659 -4,297 -8%
BCI
98
Brinker Capital Investments
Pennsylvania
$2.2M 48,659 -4,297 -8%
AIMCA
99
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.05M 45,454 – –
CIP
100
Cornerstone Investment Partners
Georgia
$2.01M 44,570 -4,508 -9%
2 3
4
5 6