We are live on ! Find out more
MC icon

Moelis & Co

332 hedge funds and large institutions have $4.91B invested in Moelis & Co in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 20

109% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $4.48M

19% more capital invested

Capital invested by funds: $4.13B → $4.91B (+$783M)

14% more funds holding

Funds holding: 292332 (+40)

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.31% less ownership

Funds ownership: 103.16%101.86% (-1.3%)

Holders
332
Holders Change
+40
Holders Change %
+13.7%
% of All Funds
4.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
63
Increased
113
Reduced
105
Closed
20
Calls
$9.35M
Puts
$4.48M
Net Calls
+$4.87M
Net Calls Change
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
76
Mutual of America Capital Management
New York
$5.23M -$159K -2,457 -3%
Prudential Financial
77
Prudential Financial
New Jersey
$5.09M -$161K -2,491 -3%
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
$4.9M +$4.61M +71,483 New
PIP
79
Palisades Investment Partners
California
$4.8M +$268K +4,147 +6%
EI
80
EAM Investors
California
$4.65M +$4.39M +67,931 New
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$4.56M +$78.8K +1,221 +2%
Fisher Asset Management
82
Fisher Asset Management
Washington
$4.29M +$14.2K +220 +0.4%
BZWA
83
Blue Zone Wealth Advisors
California
$4.03M +$47.6K +737 +1%
NW
84
NewEdge Wealth
Pennsylvania
$4.01M +$564K +8,737 +18%
D.E. Shaw & Co
85
D.E. Shaw & Co
New York
$3.95M +$3.34M +51,743 +876%
RBA
86
Richard Bernstein Advisors
New York
$3.89M
Chevy Chase Trust
87
Chevy Chase Trust
Maryland
$3.82M +$1.48M +22,963 +70%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$3.79M -$203K -3,149 -5%
VAS
89
Vestmark Advisory Solutions
Massachusetts
$3.73M -$45.8K -709 -1%
SA
90
SpiderRock Advisors
Delaware
$3.7M -$221K -3,419 -6%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.56M -$161K -2,487 -5%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$3.55M -$478K -7,400 -12%
LPL Financial
93
LPL Financial
California
$3.46M +$107K +1,665 +3%
PCC
94
Park Circle Company
Maryland
$3.44M
BMSSC
95
B. Metzler seel. Sohn & Co
Germany
$3.43M -$860K -13,315 -21%
HF
96
HRT Financial
New York
$3.38M +$3.19M +49,370 New
Comerica Bank
97
Comerica Bank
Texas
$3.29M +$35.4K +548 +1%
SWM
98
Salvus Wealth Management
New Jersey
$3.26M -$828K -12,823 -21%
Neuberger Berman Group
99
Neuberger Berman Group
New York
$3.25M -$25.4K -394 -0.8%
CCIA
100
Campbell & Co Investment Adviser
Maryland
$3.17M +$2.98M +46,226 New