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Moelis & Co
MC

Overview Fund Activity

259 hedge funds and large institutions have $3.16B invested in Moelis & Co in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 76 increasing their positions, 89 reducing their positions, and 27 closing their positions.

Holders
259
Holders Change
+32
Holders Change %
+14.1%
% of All Funds
4.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
62
Increased
76
Reduced
89
Closed
27
Calls
$2.35M
Puts
$2.06M
Net Calls
+$293K
Net Calls Change
-$3.98M

Top Buyers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$74.5M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$38.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$20.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$301M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$91.5M

Top Sellers

1
CRM
1
Cramer Rosenthal McGlynn
Connecticut
$29M
2
MAM
2
Madison Asset Management
Wisconsin
$33.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$152M
4
ARS
4
Adirondack Retirement Specialists
New York
$16.2M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$98.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CIC
101
Cornercap Investment Counsel
Georgia
$1.4M 25,509 -876 -3%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$1.39M 25,322 +25,322 New
FNBOO
103
First National Bank of Omaha
Nebraska
$1.39M 25,347 -2,920 -10%
SO
104
STRS Ohio
Ohio
$1.38M 25,200 +25,200 New
OSIA
105
O'Shares Investment Advisers
Massachusetts
$1.36M 24,728 +523 +2%
HighTower Advisors
106
HighTower Advisors
Illinois
$1.31M 23,896 +11,118 +87%
Citigroup
107
Citigroup
New York
$1.29M 23,446 -6,820 -23%
CIP
108
Cornerstone Investment Partners
Georgia
$1.27M 23,091 +4,131 +22%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$1.27M 23,063 +50 +0.2%
QT
110
Quantbot Technologies
New York
$1.26M 23,032 +21,153 +1,126%
JCIA
111
Jackson Creek Investment Advisors
Colorado
$1.26M 22,931 -680 -3%
American Century Companies
112
American Century Companies
Missouri
$1.25M 22,856 +8,971 +65%
Los Angeles Capital Management
113
Los Angeles Capital Management
California
$1.24M 22,525 +17,835 +380%
Creative Planning
114
Creative Planning
Kansas
$1.2M 21,805 +21,805 New
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$1.19M 21,666 +1,300 +6%
HIM
116
Hillsdale Investment Management
Ontario, Canada
$1.19M 21,650 +21,650 New
VRS
117
Virginia Retirement Systems
Virginia
$1.17M 21,400 +21,400 New
HVP
118
Hudson Value Partners
Florida
$1.15M 20,980 – –
ACM
119
AlphaCrest Capital Management
New York
$1.13M 20,600 +20,600 New
NW
120
NewEdge Wealth
Pennsylvania
$1.13M 20,551 +6,714 +49%
VAS
121
Vestmark Advisory Solutions
Massachusetts
$1.13M 20,551 +20,551 New
HSBC Holdings
122
HSBC Holdings
United Kingdom
$1.08M 19,532 -813 -4%
MIM
123
MetLife Investment Management
New Jersey
$1.07M 19,426 -2,045 -10%
WCM
124
Weld Capital Management
New York
$1.04M 18,886 +1,547 +9%
WG
125
Winton Group
United Kingdom
$1.03M 18,721 -1,221 -6%
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5
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