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Moelis & Co
MC

Overview Fund Activity

314 hedge funds and large institutions have $3.6B invested in Moelis & Co in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 119 increasing their positions, 99 reducing their positions, and 33 closing their positions.

Holders
314
Holders Change
+24
Holders Change %
+8.28%
% of All Funds
4.85%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
60
Increased
119
Reduced
99
Closed
33
Calls
$3.18M
Puts
$1.45M
Net Calls
+$1.73M
Net Calls Change
+$794K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$159M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$401M
3
Millennium Management
3
Millennium Management
New York
$30.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$37.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$25.3M

Top Sellers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$25.4M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$91.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$120M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$348M
5
RA
5
Royce & Associates
New York
$32.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
126
Prana Capital Management
Connecticut
$1.72M 27,530 -10,257 -27%
BGIM
127
Brandywine Global Investment Management
Pennsylvania
$1.62M 25,948 +25,948 New
SO
128
STRS Ohio
Ohio
$1.56M 24,900 – –
NW
129
NewEdge Wealth
Pennsylvania
$1.55M 24,845 +907 +4%
VAS
130
Vestmark Advisory Solutions
Massachusetts
$1.55M 24,845 +907 +4%
Jacobs Levy Equity Management
131
Jacobs Levy Equity Management
New Jersey
$1.5M 23,935 +23,935 New
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.43M 22,915 -1,309 -5%
CIC
133
Cornercap Investment Counsel
Georgia
$1.42M 22,785 -51 -0.2%
CANY
134
Caxton Associates (New York)
New York
$1.41M 22,593 +18,511 +453%
T. Rowe Price Associates
135
T. Rowe Price Associates
Maryland
$1.37M 21,949 -1,590 -7%
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$1.31M 20,994 +3,681 +21%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$1.3M 20,766 +7,058 +51%
TI
138
Trexquant Investment
Connecticut
$1.29M 20,646 +16,667 +419%
MIM
139
MetLife Investment Management
New Jersey
$1.29M 20,580 -1,257 -6%
VCA
140
Verdence Capital Advisors
Maryland
$1.27M 20,355 +317 +2%
NIPH
141
NN Investment Partners Holdings
Netherlands
$1.25M 20,000 +20,000 New
First Eagle Investment Management
142
First Eagle Investment Management
New York
$1.23M 19,708 +17,000 +628%
BI
143
Bramshill Investments
Florida
$1.22M 19,494 -60 -0.3%
Russell Investments Group
144
Russell Investments Group
United Kingdom
$1.21M 19,360 +19,360 New
JCIA
145
Jackson Creek Investment Advisors
Colorado
$1.2M 19,262 -1,344 -7%
RPSA
146
Richard P. Slaughter Associates
Texas
$1.2M 19,267 -249 -1%
HVP
147
Hudson Value Partners
Florida
$1.16M 18,570 -200 -1%
ACM
148
Ascendant Capital Management
California
$1.13M 18,000 -13,000 -42%
Canada Pension Plan Investment Board
149
Canada Pension Plan Investment Board
Ontario, Canada
$1.13M 18,000 -3,000 -14%
CP
150
CenterBook Partners
Connecticut
$1.06M 15,965 +15,965 New
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