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Moelis & Co
MC

Overview Fund Activity

293 hedge funds and large institutions have $4.13B invested in Moelis & Co in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 93 reducing their positions, and 42 closing their positions.

Holders
293
Holders Change
-14
Holders Change %
-4.56%
% of All Funds
4.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
33
Increased
116
Reduced
93
Closed
42
Calls
$6.89M
Puts
$1.5M
Net Calls
+$5.39M
Net Calls Change
+$4.6M

Top Buyers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$40.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$464M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$22.4M
4
Ameriprise
4
Ameriprise
Minnesota
$99.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$83.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$148M
2
WHG
2
Westwood Holdings Group
Texas
$33.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$345K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$80.8M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.1M
Name Market Value Shares Shares
Change 		Shares
Change %
IMRF
101
Illinois Municipal Retirement Fund
Illinois
$2.21M 38,852 -475 -1%
ERIC
102
Eagle Rock Investment Company
Georgia
$2.19M 38,598 +3,710 +11%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$2.17M 38,159 -1,302 -3%
VCA
104
Verdence Capital Advisors
Maryland
$2.11M 37,083 +4,565 +14%
LSERS
105
Louisiana State Employees Retirement System
Louisiana
$2.01M 35,400 +2,400 +7%
Mirae Asset Global ETFs Holdings
106
Mirae Asset Global ETFs Holdings
Hong Kong
$1.94M 34,167 +34,167 New
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$1.9M 33,451 -18,981 -36%
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$1.89M 33,326 -343 -1%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.89M 33,170 -30,747 -48%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$1.87M 32,846 -1,542 -4%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$1.83M 32,149 -14,577 -31%
M&T Bank
112
M&T Bank
New York
$1.81M 31,886 -1,959 -6%
HWAM
113
Hennion & Walsh Asset Management
New Jersey
$1.7M 29,874 -1,824 -6%
SWA
114
Strata Wealth Advisors
Texas
$1.67M 29,428 -715 -2%
EF
115
Empowered Funds
Pennsylvania
$1.64M 28,808 +2,660 +10%
YCM
116
Yousif Capital Management
Michigan
$1.63M 28,671 -1,929 -6%
DWM
117
Diversify Wealth Management
Utah
$1.59M 26,694 +26,694 New
EAM
118
EFG Asset Management
Oregon
$1.53M 26,979 +26,979 New
Man Group
119
Man Group
United Kingdom
$1.52M 26,647 -8,628 -24%
GF
120
Gabelli Funds
New York
$1.51M 26,550 – –
ANTB
121
AMG National Trust Bank
Colorado
$1.49M 26,262 -100 -0.4%
MSRPS
122
Maryland State Retirement & Pension System
Maryland
$1.39M 24,530 +508 +2%
AI
123
Atria Investments
North Carolina
$1.37M 24,090 +24,090 New
TC
124
TownSquare Capital
Utah
$1.35M 23,660 +1,292 +6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
125
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.32M 23,200 -9,900 -30%
3 4
5
6 7