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Moelis & Co
MC

Overview Fund Activity

280 hedge funds and large institutions have $4.1B invested in Moelis & Co in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 107 reducing their positions, and 35 closing their positions.

Holders
280
Holders Change
+13
Holders Change %
+4.87%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
53
Increased
84
Reduced
107
Closed
35
Calls
$3.32M
Puts
$2.53M
Net Calls
+$792K
Net Calls Change
-$1.45M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$189M
3
Norges Bank
3
Norges Bank
Norway
$41.7M
4
BlackRock
4
BlackRock
New York
$449M
5
ACL
5
Azora Capital LP
Florida
$10.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$64.4M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$398M
4
WA
4
Wasatch Advisors
Utah
$183M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$42.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
76
Moran Wealth Management
Florida
$3.28M 58,423 +1,447 +3%
TPSF
77
Texas Permanent School Fund
Texas
$3.23M 57,581 +1,049 +2%
RBA
78
Richard Bernstein Advisors
New York
$3.19M 56,761 +32 +0.1%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$3.18M 56,600 -1,404 -2%
Canada Life
80
Canada Life
Manitoba, Canada
$3.15M 56,183 -11,701 -17%
DI
81
DFPG Investments
Utah
$3.1M 57,004 +2,004 +4%
HF
82
HRT Financial
New York
$3.06M 54,584 +15,778 +41%
VAS
83
Vestmark Advisory Solutions
Massachusetts
$3.04M 54,196 +3,009 +6%
State of New Jersey Common Pension Fund D
84
State of New Jersey Common Pension Fund D
New Jersey
$2.94M 52,432 – –
Comerica Bank
85
Comerica Bank
Texas
$2.94M 52,365 -569 -1%
SWA
86
Strata Wealth Advisors
Texas
$2.92M 52,050 +52,050 New
PCC
87
Park Circle Company
Maryland
$2.82M 50,176 – –
NW
88
NewEdge Wealth
Pennsylvania
$2.81M 50,149 -1,142 -2%
FNBOO
89
First National Bank of Omaha
Nebraska
$2.72M 48,473 -1,514 -3%
Neuberger Berman Group
90
Neuberger Berman Group
New York
$2.7M 48,191 -1,422 -3%
OAM
91
Oppenheimer Asset Management
New York
$2.6M 46,363 -2,597 -5%
CIP
92
Cornerstone Investment Partners
Georgia
$2.6M 46,245 +1,675 +4%
OPS
93
Orion Portfolio Solutions
Nebraska
$2.57M 45,829 -2,830 -6%
BCI
94
Brinker Capital Investments
Pennsylvania
$2.57M 45,829 -2,830 -6%
LPL Financial
95
LPL Financial
California
$2.56M 45,556 -8,277 -15%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.47M 44,027 +1,054 +2%
VOYA Investment Management
97
VOYA Investment Management
Georgia
$2.36M 42,068 +226 +0.5%
TC
98
TwinBeech Capital
New York
$2.33M 41,430 +41,430 New
Citigroup
99
Citigroup
New York
$2.3M 41,017 +12,464 +44%
SOADOR
100
State of Alaska Department of Revenue
Alaska
$2.3M 40,992 -457 -1%
2 3
4
5 6