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Moelis & Co
MC

Overview Fund Activity

280 hedge funds and large institutions have $4.1B invested in Moelis & Co in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 107 reducing their positions, and 35 closing their positions.

Holders
280
Holders Change
+13
Holders Change %
+4.87%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
53
Increased
84
Reduced
107
Closed
35
Calls
$3.32M
Puts
$2.53M
Net Calls
+$792K
Net Calls Change
-$1.45M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$189M
3
Norges Bank
3
Norges Bank
Norway
$41.7M
4
BlackRock
4
BlackRock
New York
$449M
5
ACL
5
Azora Capital LP
Florida
$10.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$64.4M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$398M
4
WA
4
Wasatch Advisors
Utah
$183M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$42.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$2.29M 40,794 -11,744 -22%
Jacobs Levy Equity Management
102
Jacobs Levy Equity Management
New Jersey
$2.24M 39,854 +39,854 New
Marshall Wace
103
Marshall Wace
United Kingdom
$2.2M 39,135 +39,135 New
AIMCA
104
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.1M 37,500 -7,954 -17%
AIG
105
American International Group
New York
$2.04M 36,360 -301 -0.8%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$2.03M 36,178 -8,110 -18%
IMRF
107
Illinois Municipal Retirement Fund
Illinois
$2.03M 36,110 -3,705 -9%
MIM
108
MetLife Investment Management
New Jersey
$1.98M 35,269 – –
ERIC
109
Eagle Rock Investment Company
Georgia
$1.96M 34,888 +19 +0.1%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$1.94M 34,575 -845 -2%
YCM
111
Yousif Capital Management
Michigan
$1.91M 33,950 -1 -0%
HWAM
112
Hennion & Walsh Asset Management
New Jersey
$1.89M 33,749 +350 +1%
Janus Henderson Group
113
Janus Henderson Group
United Kingdom
$1.89M 33,668 -3,851 -10%
LSERS
114
Louisiana State Employees Retirement System
Louisiana
$1.87M 33,400 -500 -1%
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$1.87M 33,338 +2,763 +9%
Osaic Holdings
116
Osaic Holdings
Arizona
$1.87M 33,296 -883 -3%
VCA
117
Verdence Capital Advisors
Maryland
$1.86M 33,054 +340 +1%
Man Group
118
Man Group
United Kingdom
$1.83M 32,523 +32,523 New
QC
119
Quadrature Capital
United Kingdom
$1.73M 30,813 -649 -2%
Mirae Asset Global Investments
120
Mirae Asset Global Investments
South Korea
$1.72M 30,563 +1,079 +4%
American Century Companies
121
American Century Companies
Missouri
$1.69M 30,067 -814 -3%
PP
122
PDT Partners
New York
$1.59M 28,386 +55 +0.2%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$1.59M 28,321 -3,554 -11%
Russell Investments Group
124
Russell Investments Group
United Kingdom
$1.55M 27,701 -5,374 -16%
AB
125
Amalgamated Bank
New York
$1.53M 27,233 -673 -2%
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5
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