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Moelis & Co
MC

Overview Fund Activity

290 hedge funds and large institutions have $3.47B invested in Moelis & Co in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 86 reducing their positions, and 28 closing their positions.

Holders
290
Holders Change
+18
Holders Change %
+6.62%
% of All Funds
5.09%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
48
Increased
103
Reduced
86
Closed
28
Calls
$4.65M
Puts
$3.71M
Net Calls
+$938K
Net Calls Change
+$2.13M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$41.6M
2
PAM
2
Panagora Asset Management
Massachusetts
$9.64M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$8.83M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$14.2M
5
WHG
5
Westwood Holdings Group
Texas
$76.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$133M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$356M
3
BAMCO Inc
3
BAMCO Inc
New York
$54.5M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$51.8M
5
LCOV
5
London Company of Virginia
Virginia
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
126
Cornercap Investment Counsel
Georgia
$1.41M -$178K -2,879 -11%
MIM
127
MetLife Investment Management
New Jersey
$1.35M – – –
Canada Pension Plan Investment Board
128
Canada Pension Plan Investment Board
Ontario, Canada
$1.3M +$1.3M +21,000 New
AC
129
Allstate Corporation
Illinois
$1.29M -$153K -2,475 -11%
JCIA
130
Jackson Creek Investment Advisors
Colorado
$1.28M +$11.9K +192 +0.9%
VCA
131
Verdence Capital Advisors
Maryland
$1.24M -$4.52K -73 -0.4%
BI
132
Bramshill Investments
Florida
$1.21M -$2.06M -33,280 -63%
RPSA
133
Richard P. Slaughter Associates
Texas
$1.21M +$1.21M +19,516 New
HVP
134
Hudson Value Partners
Florida
$1.16M -$137K -2,210 -11%
Citigroup
135
Citigroup
New York
$1.15M -$309K -4,994 -21%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$1.11M +$61K +987 +6%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$1.07M +$644K +10,401 +150%
ASRS
138
Arizona State Retirement System
Arizona
$1.03M +$57.7K +932 +6%
HIM
139
Hillsdale Investment Management
Ontario, Canada
$1.03M -$309K -5,000 -23%
MLICM
140
Metropolitan Life Insurance Company (MetLife)
New York
$988K -$46.1K -745 -4%
WAM
141
Wakefield Asset Management
Colorado
$955K -$21K -339 -2%
EVM
142
Eaton Vance Management
Massachusetts
$952K – – –
SC
143
Shay Capital
New York
$928K +$928K +15,000 New
HA
144
Harbor Advisors
Florida
$916K – – –
FWM
145
Foresight Wealth Management
Utah
$862K -$58.4K -944 -6%
PVH
146
Psagot Value Holdings
Israel
$860K – – –
State Board of Administration of Florida Retirement System
147
State Board of Administration of Florida Retirement System
Florida
$853K +$14.2K +230 +2%
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$848K +$1.24K +20 +0.1%
EIM
149
Essex Investment Management
Massachusetts
$836K -$6.87K -111 -0.8%
HWAM
150
Hennion & Walsh Asset Management
New Jersey
$835K -$38.4K -621 -4%
4 5
6
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