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Moelis & Co
MC

Overview Fund Activity

293 hedge funds and large institutions have $4.13B invested in Moelis & Co in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 93 reducing their positions, and 42 closing their positions.

Holders
293
Holders Change
-14
Holders Change %
-4.56%
% of All Funds
4.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
33
Increased
116
Reduced
93
Closed
42
Calls
$6.89M
Puts
$1.5M
Net Calls
+$5.39M
Net Calls Change
+$4.6M

Top Buyers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$40.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$464M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$22.4M
4
Ameriprise
4
Ameriprise
Minnesota
$99.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$83.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$148M
2
WHG
2
Westwood Holdings Group
Texas
$33.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$345K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$80.8M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BZWA
76
Blue Zone Wealth Advisors
California
$3.3M 58,054 +1,459 +3%
SA
77
SpiderRock Advisors
Delaware
$3.27M 57,490 +57,490 New
RBA
78
Richard Bernstein Advisors
New York
$3.23M 56,774 +13 +0%
VAS
79
Vestmark Advisory Solutions
Massachusetts
$3.14M 55,211 +1,333 +2%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.1M 54,462 +5,954 +12%
OAM
81
Oppenheimer Asset Management
New York
$2.92M 51,275 +16,965 +49%
GPGA
82
Grandeur Peak Global Advisors
Utah
$2.87M 50,447 -41,467 -45%
PCC
83
Park Circle Company
Maryland
$2.85M 50,176 – –
CIP
84
Cornerstone Investment Partners
Georgia
$2.84M 50,012 +3,841 +8%
TPSF
85
Texas Permanent School Fund
Texas
$2.84M 49,896 -8,448 -14%
Citigroup
86
Citigroup
New York
$2.83M 49,838 +7,167 +17%
NW
87
NewEdge Wealth
Pennsylvania
$2.83M 49,823 -1,049 -2%
Victory Capital Management
88
Victory Capital Management
Texas
$2.81M 49,489 -28,857 -37%
LPL Financial
89
LPL Financial
California
$2.78M 48,896 +4,934 +11%
DAS
90
Diversify Advisory Services
Utah
$2.77M 47,551 -17,079 -26%
Neuberger Berman Group
91
Neuberger Berman Group
New York
$2.72M 47,833 +1,745 +4%
Comerica Bank
92
Comerica Bank
Texas
$2.7M 47,520 -1,826 -4%
Pathstone Holdings
93
Pathstone Holdings
New Jersey
$2.68M 47,124 +160 +0.3%
FNBOO
94
First National Bank of Omaha
Nebraska
$2.56M 45,013 +709 +2%
SOADOR
95
State of Alaska Department of Revenue
Alaska
$2.35M 41,306 +694 +2%
CF
96
Corebridge Financial
Texas
$2.33M 40,983 +40,983 New
MIM
97
MetLife Investment Management
New Jersey
$2.32M 40,755 +6,236 +18%
OPS
98
Orion Portfolio Solutions
Nebraska
$2.29M 40,261 -3,599 -8%
BCI
99
Brinker Capital Investments
Pennsylvania
$2.29M 40,261 -3,599 -8%
T. Rowe Price Associates
100
T. Rowe Price Associates
Maryland
$2.26M 39,738 +3,972 +11%
2 3
4
5 6