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Moelis & Co
MC

Overview Fund Activity

282 hedge funds and large institutions have $2.78B invested in Moelis & Co in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 96 reducing their positions, and 56 closing their positions.

Holders
282
Holders Change
-32
Holders Change %
-10.19%
% of All Funds
4.46%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
28
Increased
124
Reduced
96
Closed
56
Calls
$2.43M
Puts
$972K
Net Calls
+$1.46M
Net Calls Change
-$272K

Top Buyers

1
HCL
1
Heard Capital LLC
Illinois
$65.2M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$141M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$22.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$111M
5
WHG
5
Westwood Holdings Group
Texas
$76.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.3M
2
PAM
2
Panagora Asset Management
Massachusetts
$814K
3
SSA
3
Schonfeld Strategic Advisors
New York
$944K
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$409K
Name Market Value Shares Shares
Change 		Shares
Change %
CIP
101
Cornerstone Investment Partners
Georgia
$1.67M 35,628 +4,664 +15%
Asset Management One
102
Asset Management One
Japan
$1.62M 34,483 -4,120 -11%
CP
103
CenterBook Partners
Connecticut
$1.62M 34,406 +18,441 +116%
ERIC
104
Eagle Rock Investment Company
Georgia
$1.54M 32,799 -22,638 -41%
Allspring Global Investments
105
Allspring Global Investments
North Carolina
$1.53M 32,493 -89,708 -73%
MIM
106
MetLife Investment Management
New Jersey
$1.5M 31,912 +11,332 +55%
Connor, Clark & Lunn Investment Management (CC&L)
107
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.48M 31,586 -61,657 -66%
AIG
108
American International Group
New York
$1.43M 30,375 -2,139 -7%
Aviva
109
Aviva
United Kingdom
$1.41M 29,986 -9,008 -23%
MAM
110
Martingale Asset Management
Massachusetts
$1.41M 29,924 -5,410 -15%
WB
111
WesBanco Bank
West Virginia
$1.38M 29,411 -721 -2%
CBB
112
Citizens Business Bank
California
$1.37M 29,155 – –
SO
113
STRS Ohio
Ohio
$1.31M 27,800 +2,900 +12%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$1.29M 27,423 -2,917 -10%
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.28M 27,235 +4,320 +19%
VCA
116
Verdence Capital Advisors
Maryland
$1.19M 25,432 +5,077 +25%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$1.18M 25,093 -2,575 -9%
VAS
118
Vestmark Advisory Solutions
Massachusetts
$1.18M 25,060 +215 +0.9%
NW
119
NewEdge Wealth
Pennsylvania
$1.18M 25,060 +215 +0.9%
ECM
120
ExodusPoint Capital Management
New York
$1.16M 24,802 -49,645 -67%
KWM
121
Kingsview Wealth Management
Oregon
$1.15M 24,592 +19,242 +360%
T. Rowe Price Associates
122
T. Rowe Price Associates
Maryland
$1.09M 23,309 +1,360 +6%
RPSA
123
Richard P. Slaughter Associates
Texas
$1.09M 23,280 +4,013 +21%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$1.07M 22,819 +2,053 +10%
CANY
125
Caxton Associates (New York)
New York
$1.06M 22,593 – –
3 4
5
6 7