MC icon

Moelis & Co
MC

Overview Fund Activity

240 hedge funds and large institutions have $2.4B invested in Moelis & Co in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 38 closing their positions.

Holders
240
Holders Change
-6
Holders Change %
-2.44%
% of All Funds
3.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
36
Increased
99
Reduced
78
Closed
38
Calls
$1.48M
Puts
$1.09M
Net Calls
+$395K
Net Calls Change
+$3.05M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$150M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$24.5M
3
LCOV
3
London Company of Virginia
Virginia
$138M
4
Victory Capital Management
4
Victory Capital Management
Texas
$13.1M
5
Ameriprise
5
Ameriprise
Minnesota
$33.2M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$24M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$259M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$6.08M
5
Citadel Advisors
5
Citadel Advisors
Florida
$92.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
101
STRS Ohio
Ohio
$963K -$130K -3,400 -12%
HWAM
102
Hennion & Walsh Asset Management
New Jersey
$954K +$158K +4,125 +20%
ANTB
103
AMG National Trust Bank
Colorado
$944K +$506K +13,184 +115%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$924K -$4.99K -130 -0.5%
Macquarie Group
105
Macquarie Group
Australia
$921K -$223K -5,822 -20%
T. Rowe Price Associates
106
T. Rowe Price Associates
Maryland
$902K -$230K -6,005 -20%
SSA
107
Schonfeld Strategic Advisors
New York
$859K -$460K -12,000 -35%
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$826K -$967K -25,211 -54%
Jane Street
109
Jane Street
New York
$773K +$375K +9,780 +94%
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$759K +$184K +4,800 +32%
Ensign Peak Advisors
111
Ensign Peak Advisors
Utah
$725K +$725K +18,900 New
Asset Management One
112
Asset Management One
Japan
$718K -$1.37M -35,424 -66%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$713K -$484K -12,602 -40%
ASRS
114
Arizona State Retirement System
Arizona
$694K +$17.8K +463 +3%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$692K -$229K -5,976 -25%
VCA
116
Verdence Capital Advisors
Maryland
$684K -$784K -20,440 -53%
E
117
Ergoteles
New York
$673K +$673K +17,540 New
CNAM
118
Campbell Newman Asset Management
Wisconsin
$594K +$19.3K +503 +3%
HWMA
119
Heritage Wealth Management (Arizona)
Arizona
$582K +$337K +8,785 +137%
QC
120
Quadrature Capital
United Kingdom
$580K +$580K +15,124 New
JAM
121
Jupiter Asset Management
United Kingdom
$577K -$833K -21,715 -59%
YIH
122
Y-Intercept (HK)
Hong Kong
$572K +$572K +14,906 New
HA
123
Harbor Advisors
Florida
$568K – – –
LCM
124
Legato Capital Management
California
$566K +$566K +14,747 New
US Bancorp
125
US Bancorp
Minnesota
$559K -$1.69K -44 -0.3%
3 4
5
6 7