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Moelis & Co
272 hedge funds and large institutions have $3.21B invested in Moelis & Co in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 71 reducing their positions, and 28 closing their positions.
New
Increased
Maintained
Reduced
Closed
52% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 71
46% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 28
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
5% more funds holding
Funds holding: 259 → 272 (+13)
2% more capital invested
Capital invested by funds: $3.16B → $3.21B (+$56.7M)
7.03% less ownership
Funds ownership: 99.06% → 92.02% (-7%)
16% less call options, than puts
Call options by funds: $6.07M | Put options by funds: $7.26M
Holders
272
Holders Change
+13
Holders Change %
+5.02%
% of All Funds
4.73%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
41
Increased
108
Reduced
71
Closed
28
Calls
$6.07M
Puts
$7.26M
Net Calls
-$1.2M
Net Calls Change
-$1.49M
Top Buyers
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.8M |
| 2 |
State Street
Boston,
Massachusetts
|
+$9.23M |
| 3 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$8.93M |
| 4 |
HCL
Heard Capital LLC
Chicago,
Illinois
|
+$8.87M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$8.82M |
Top Sellers
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$36.7M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$19.7M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$17.2M |
| 4 |
BlackRock
New York
|
-$14.6M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$14M |
