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Moelis & Co
MC

Overview Fund Activity

227 hedge funds and large institutions have $2.62B invested in Moelis & Co in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+39
Holders Change %
+20.74%
% of All Funds
4.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
63
Increased
70
Reduced
65
Closed
22
Calls
$5.43M
Puts
$1.15M
Net Calls
+$4.27M
Net Calls Change
-$708K

Top Buyers

1
BlackRock
1
BlackRock
New York
$218M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$63.8M
3
Millennium Management
3
Millennium Management
New York
$16.1M
4
WA
4
Wasatch Advisors
Utah
$47M
5
MPAM
5
Monarch Partners Asset Management
Massachusetts
$7.63M

Top Sellers

1
BAMCO Inc
1
BAMCO Inc
New York
$51.7M
2
CCM
2
Causeway Capital Management
California
$0
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$28.4M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$137M
5
PF
5
Phoenix Financial
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCA
126
Verdence Capital Advisors
Maryland
$576K +$576K +12,314 New
AAM
127
Advisors Asset Management
Colorado
$566K -$70K -1,496 -11%
State Board of Administration of Florida Retirement System
128
State Board of Administration of Florida Retirement System
Florida
$555K -$7.02K -150 -1%
ProShare Advisors
129
ProShare Advisors
Maryland
$547K +$244K +5,228 +81%
AC
130
Athanor Capital
New York
$535K -$218K -4,673 -29%
SM
131
Sciencast Management
New Jersey
$532K +$532K +10,727 New
Acadian Asset Management
132
Acadian Asset Management
Massachusetts
$527K +$527K +11,268 New
CNAM
133
Campbell Newman Asset Management
Wisconsin
$524K +$42K +898 +9%
Osaic Holdings
134
Osaic Holdings
Arizona
$519K -$636K -13,634 -55%
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$506K +$506K +10,816 New
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$496K -$98.8K -2,113 -17%
Victory Capital Management
137
Victory Capital Management
Texas
$496K +$21.3K +455 +4%
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$493K +$173K +3,700 +54%
RE
139
RBC Europe
United Kingdom
$480K – – –
GCP
140
GSA Capital Partners
United Kingdom
$479K +$479K +10,244 New
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$471K +$266K +5,078 +129%
FWM
142
Foresight Wealth Management
Utah
$449K +$449K +9,593 New
E
143
Ergoteles
New York
$440K +$440K +9,400 New
AQR Capital Management
144
AQR Capital Management
Connecticut
$407K -$30.9K -661 -7%
M&T Bank
145
M&T Bank
New York
$404K +$2.57K +55 +0.6%
AG
146
Aperio Group
California
$403K +$97.5K +2,086 +32%
US Bancorp
147
US Bancorp
Minnesota
$394K -$70.3K -1,502 -15%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$393K +$841 +18 +0.2%
EGM
149
Engineers Gate Manager
New York
$388K +$388K +8,290 New
AB
150
Amalgamated Bank
New York
$386K +$1.82K +39 +0.5%
4 5
6
7 8