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Moelis & Co
MC

Overview Fund Activity

272 hedge funds and large institutions have $3.21B invested in Moelis & Co in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 71 reducing their positions, and 28 closing their positions.

Holders
272
Holders Change
+13
Holders Change %
+5.02%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
41
Increased
108
Reduced
71
Closed
28
Calls
$6.07M
Puts
$7.26M
Net Calls
-$1.2M
Net Calls Change
-$1.49M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$337M
2
State Street
2
State Street
Massachusetts
$69.3M
3
LCOV
3
London Company of Virginia
Virginia
$214M
4
HCL
4
Heard Capital LLC
Illinois
$26.8M
5
WA
5
Wasatch Advisors
Utah
$57M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$122M
2
CRM
2
Cramer Rosenthal McGlynn
Connecticut
$9.45M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$59.3M
4
BlackRock
4
BlackRock
New York
$258M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$25.1M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
101
HighTower Advisors
Illinois
$1.51M 26,664 +2,768 +12%
FDCDDQ
102
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.5M 26,414 -11,245 -30%
BMSSC
103
B. Metzler seel. Sohn & Co
Germany
$1.47M 25,792 – –
CIC
104
Cornercap Investment Counsel
Georgia
$1.46M 25,715 +206 +0.8%
American Century Companies
105
American Century Companies
Missouri
$1.43M 25,113 +2,257 +10%
T. Rowe Price Associates
106
T. Rowe Price Associates
Maryland
$1.4M 24,551 +2,885 +13%
FNBOO
107
First National Bank of Omaha
Nebraska
$1.39M 25,347 – –
Citigroup
108
Citigroup
New York
$1.35M 23,645 +199 +0.8%
VAS
109
Vestmark Advisory Solutions
Massachusetts
$1.34M 23,625 +3,074 +15%
NW
110
NewEdge Wealth
Pennsylvania
$1.34M 23,625 +3,074 +15%
ACM
111
AlphaCrest Capital Management
New York
$1.33M 23,411 +2,811 +14%
AC
112
Allstate Corporation
Illinois
$1.33M 23,336 -5,462 -19%
Two Sigma Investments
113
Two Sigma Investments
New York
$1.31M 22,964 +22,964 New
VOYA Investment Management
114
VOYA Investment Management
Georgia
$1.29M 22,624 -439 -2%
OAM
115
Origin Asset Management
United Kingdom
$1.27M 22,359 +4,392 +24%
SFI
116
Susquehanna Fundamental Investments
Pennsylvania
$1.26M 22,203 -53,103 -71%
MIM
117
MetLife Investment Management
New Jersey
$1.24M 21,837 +2,411 +12%
HIM
118
Hillsdale Investment Management
Ontario, Canada
$1.23M 21,650 – –
HVP
119
Hudson Value Partners
Florida
$1.19M 20,980 – –
JCIA
120
Jackson Creek Investment Advisors
Colorado
$1.16M 20,414 -2,517 -11%
VCA
121
Verdence Capital Advisors
Maryland
$1.14M 20,111 +4,720 +31%
Two Sigma Advisers
122
Two Sigma Advisers
New York
$1.04M 18,300 +18,300 New
SW
123
SVB Wealth
Massachusetts
$1.02M 17,830 +3,039 +21%
ECG
124
Edge Capital Group
Georgia
$994K 1,268 +1,268 New
Barclays
125
Barclays
United Kingdom
$971K 17,047 -46,659 -73%
3 4
5
6 7