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Moelis & Co
MC

Overview Fund Activity

350 hedge funds and large institutions have $5.26B invested in Moelis & Co in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 115 increasing their positions, 116 reducing their positions, and 41 closing their positions.

Holders
350
Holders Change
+20
Holders Change %
+6.06%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
66
Increased
115
Reduced
116
Closed
41
Calls
$9.01M
Puts
$1.36M
Net Calls
+$7.65M
Net Calls Change
+$2.78M

Top Buyers

1
MIA
1
Madison Investment Advisors
Wisconsin
$86.1M
2
Norges Bank
2
Norges Bank
Norway
$52.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$53.4M
4
Raymond James Financial
4
Raymond James Financial
Florida
$27.9M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$20.7M

Top Sellers

1
HCL
1
Heard Capital LLC
Illinois
$62.2M
2
TAM
2
Timucuan Asset Management
Florida
$148M
3
WHG
3
Westwood Holdings Group
Texas
$0
4
MAM
4
Madison Asset Management
Wisconsin
$86.1M
5
WA
5
Wasatch Advisors
Utah
$194M
Name Market Value Shares Shares
Change 		Shares
Change %
Victory Capital Management
76
Victory Capital Management
Texas
$6.34M 85,865 +663 +0.8%
Canada Life
77
Canada Life
Manitoba, Canada
$6.02M 81,534 +2,248 +3%
PIP
78
Palisades Investment Partners
California
$5.65M 76,526 +6,511 +9%
D.E. Shaw & Co
79
D.E. Shaw & Co
New York
$5.61M 75,886 +18,233 +32%
WAM
80
Weiss Asset Management
Massachusetts
$5.47M 73,977 +58,011 +363%
EAM
81
EFG Asset Management
Oregon
$5.36M 72,599 +45,945 +172%
Prudential Financial
82
Prudential Financial
New Jersey
$5.3M 71,687 -2,554 -3%
Arrowstreet Capital
83
Arrowstreet Capital
Massachusetts
$4.93M 66,777 +66,777 New
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$4.86M 65,827 -747 -1%
TI
85
Trexquant Investment
Connecticut
$4.62M 62,475 +62,475 New
MOACM
86
Mutual of America Capital Management
New York
$4.48M 60,687 -15,624 -20%
CCM
87
Cinctive Capital Management
New York
$4.47M 60,457 +45,490 +304%
BZWA
88
Blue Zone Wealth Advisors
California
$4.34M 58,786 -5 -0%
LPL Financial
89
LPL Financial
California
$4.27M 57,774 +7,213 +14%
DWM
90
Diversify Wealth Management
Utah
$4.21M 58,976 +29,220 +98%
Man Group
91
Man Group
United Kingdom
$4.21M 56,959 +28,342 +99%
RBA
92
Richard Bernstein Advisors
New York
$4.19M 56,774 – –
VAS
93
Vestmark Advisory Solutions
Massachusetts
$4.09M 55,409 +907 +2%
Chevy Chase Trust
94
Chevy Chase Trust
Maryland
$4.06M 55,014 -795 -1%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$4.03M 54,560 -696 -1%
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$3.85M 52,147 -19,336 -27%
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$3.83M 51,864 – –
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.82M 51,681 -294 -0.6%
PCC
99
Park Circle Company
Maryland
$3.71M 50,176 – –
NW
100
NewEdge Wealth
Pennsylvania
$3.67M 49,741 -8,819 -15%
2 3
4
5 6