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Moelis & Co
MC

Overview Fund Activity

290 hedge funds and large institutions have $3.47B invested in Moelis & Co in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 86 reducing their positions, and 28 closing their positions.

Holders
290
Holders Change
+18
Holders Change %
+6.62%
% of All Funds
5.09%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
48
Increased
103
Reduced
86
Closed
28
Calls
$4.65M
Puts
$3.71M
Net Calls
+$938K
Net Calls Change
+$2.13M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$41.6M
2
PAM
2
Panagora Asset Management
Massachusetts
$9.64M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$8.83M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$14.2M
5
WHG
5
Westwood Holdings Group
Texas
$76.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$133M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$356M
3
BAMCO Inc
3
BAMCO Inc
New York
$54.5M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$51.8M
5
LCOV
5
London Company of Virginia
Virginia
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSIA
101
O'Shares Investment Advisers
Massachusetts
$2.07M +$323K +5,220 +19%
Los Angeles Capital Management
102
Los Angeles Capital Management
California
$2.07M +$365K +5,900 +21%
LPL Financial
103
LPL Financial
California
$1.97M +$33.7K +545 +2%
CSS
104
Cubist Systematic Strategies
Connecticut
$1.93M -$1.71M -27,644 -47%
ACM
105
Ascendant Capital Management
California
$1.92M -$247K -4,000 -11%
WB
106
WesBanco Bank
West Virginia
$1.86M – – –
CIP
107
Cornerstone Investment Partners
Georgia
$1.86M +$81.2K +1,312 +5%
HWA
108
HCR Wealth Advisors
California
$1.85M – – –
SG Americas Securities
109
SG Americas Securities
New York
$1.84M +$1.68M +27,142 +1,075%
VRS
110
Virginia Retirement Systems
Virginia
$1.81M -$229K -3,700 -11%
CBB
111
Citizens Business Bank
California
$1.8M – – –
ACM
112
AlphaCrest Capital Management
New York
$1.78M +$335K +5,415 +23%
HF
113
HRT Financial
New York
$1.73M +$1.73M +27,949 New
Arrowstreet Capital
114
Arrowstreet Capital
Massachusetts
$1.69M +$1.69M +27,300 New
Aviva
115
Aviva
United Kingdom
$1.69M +$1.69M +27,237 New
HighTower Advisors
116
HighTower Advisors
Illinois
$1.67M +$20.2K +327 +1%
BMSSC
117
B. Metzler seel. Sohn & Co
Germany
$1.55M -$49.7K -804 -3%
Two Sigma Advisers
118
Two Sigma Advisers
New York
$1.54M +$408K +6,600 +36%
SO
119
STRS Ohio
Ohio
$1.54M -$130K -2,100 -8%
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.5M -$135K -2,190 -8%
VAS
121
Vestmark Advisory Solutions
Massachusetts
$1.48M +$19.4K +313 +1%
NW
122
NewEdge Wealth
Pennsylvania
$1.48M +$19.4K +313 +1%
T. Rowe Price Associates
123
T. Rowe Price Associates
Maryland
$1.46M -$62.6K -1,012 -4%
FNBOO
124
First National Bank of Omaha
Nebraska
$1.42M -$149K -2,411 -10%
VOYA Investment Management
125
VOYA Investment Management
Georgia
$1.42M +$14.9K +240 +1%
3 4
5
6 7