MC icon

Moelis & Co
MC

Overview Fund Activity

314 hedge funds and large institutions have $3.6B invested in Moelis & Co in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 119 increasing their positions, 99 reducing their positions, and 33 closing their positions.

Holders
314
Holders Change
+24
Holders Change %
+8.28%
% of All Funds
4.85%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
60
Increased
119
Reduced
99
Closed
33
Calls
$3.18M
Puts
$1.45M
Net Calls
+$1.73M
Net Calls Change
+$794K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$159M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$401M
3
Millennium Management
3
Millennium Management
New York
$30.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$37.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$25.3M

Top Sellers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$25.4M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$91.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$120M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$348M
5
RA
5
Royce & Associates
New York
$32.5M
Name Market Value Shares Shares
Change 		Shares
Change %
EGM
101
Engineers Gate Manager
New York
$2.84M 45,432 +45,432 New
ZIM
102
Zacks Investment Management
Illinois
$2.82M 45,095 -8,848 -16%
State of New Jersey Common Pension Fund D
103
State of New Jersey Common Pension Fund D
New Jersey
$2.61M 41,745 -2,766 -6%
Tudor Investment Corp
104
Tudor Investment Corp
Connecticut
$2.6M 41,584 +41,584 New
ACM
105
AlphaCrest Capital Management
New York
$2.56M 40,908 +12,082 +42%
CG
106
Castellan Group
Kentucky
$2.49M 39,775 +39,775 New
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$2.47M 39,461 +26,802 +212%
Asset Management One
108
Asset Management One
Japan
$2.45M 38,603 +38,603 New
Aviva
109
Aviva
United Kingdom
$2.44M 38,994 +11,757 +43%
MAM
110
Martingale Asset Management
Massachusetts
$2.21M 35,334 +385 +1%
FNBOO
111
First National Bank of Omaha
Nebraska
$2.2M 35,106 +12,170 +53%
OSIA
112
O'Shares Investment Advisers
Massachusetts
$2.16M 34,554 +1,119 +3%
Amundi
113
Amundi
France
$2.09M 33,395 +33,395 New
LPL Financial
114
LPL Financial
California
$2.08M 33,325 +1,499 +5%
AIG
115
American International Group
New York
$2.03M 32,514 -972 -3%
Two Sigma Advisers
116
Two Sigma Advisers
New York
$1.99M 31,900 +7,000 +28%
CIP
117
Cornerstone Investment Partners
Georgia
$1.94M 30,964 +927 +3%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$1.9M 30,340 +7,476 +33%
WB
119
WesBanco Bank
West Virginia
$1.88M 30,132 – –
HWA
120
HCR Wealth Advisors
California
$1.87M 29,965 – –
HighTower Advisors
121
HighTower Advisors
Illinois
$1.86M 29,718 +2,727 +10%
DCM
122
Dupont Capital Management
Delaware
$1.84M 29,435 +21,650 +278%
CBB
123
Citizens Business Bank
California
$1.82M 29,155 – –
APG Asset Management
124
APG Asset Management
Netherlands
$1.75M 31,862 -9,700 -23%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$1.73M 27,668 +27,668 New
3 4
5
6 7