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Moelis & Co
MC

Overview Fund Activity

282 hedge funds and large institutions have $2.78B invested in Moelis & Co in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 96 reducing their positions, and 56 closing their positions.

Holders
282
Holders Change
-32
Holders Change %
-10.19%
% of All Funds
4.46%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
28
Increased
124
Reduced
96
Closed
56
Calls
$2.43M
Puts
$972K
Net Calls
+$1.46M
Net Calls Change
-$272K

Top Buyers

1
HCL
1
Heard Capital LLC
Illinois
$65.2M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$141M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$22.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$111M
5
WHG
5
Westwood Holdings Group
Texas
$76.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.3M
2
PAM
2
Panagora Asset Management
Massachusetts
$814K
3
SSA
3
Schonfeld Strategic Advisors
New York
$944K
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$409K
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
126
Sigma Planning Corp
Michigan
$997K 21,244 +6,482 +44%
CIC
127
Cornercap Investment Counsel
Georgia
$988K 21,034 -1,751 -8%
BI
128
Bramshill Investments
Florida
$983K 20,940 +1,446 +7%
CIP
129
Convergence Investment Partners
Florida
$946K 20,148 +5,783 +40%
VI
130
Versor Investments
New York
$946K 20,155 +6,055 +43%
SSA
131
Schonfeld Strategic Advisors
New York
$944K 20,100 -205,700 -91%
CCIA
132
Campbell & Co Investment Adviser
Maryland
$937K 19,952 +19,952 New
Janus Henderson Group
133
Janus Henderson Group
United Kingdom
$918K 19,547 +2,918 +18%
Citigroup
134
Citigroup
New York
$884K 18,825 -32,075 -63%
HVP
135
Hudson Value Partners
Florida
$872K 18,572 +2 +0%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$867K 18,478 +1,637 +10%
FWM
137
Foresight Wealth Management
Utah
$850K 18,104 +4,258 +31%
HSBC Holdings
138
HSBC Holdings
United Kingdom
$846K 17,889 +8,271 +86%
HighTower Advisors
139
HighTower Advisors
Illinois
$830K 17,740 -11,978 -40%
BMSSC
140
B. Metzler seel. Sohn & Co
Germany
$827K 17,617 +1,664 +10%
PAM
141
Panagora Asset Management
Massachusetts
$814K 17,328 -221,512 -93%
D.E. Shaw & Co
142
D.E. Shaw & Co
New York
$777K 16,558 +2,508 +18%
ASRS
143
Arizona State Retirement System
Arizona
$774K 16,480 +60 +0.4%
GPGA
144
Grandeur Peak Global Advisors
Utah
$764K 16,278 +16,278 New
Two Sigma Advisers
145
Two Sigma Advisers
New York
$742K 15,800 -16,100 -50%
CM
146
CastleKnight Management
New York
$737K 15,700 +15,700 New
HA
147
Harbor Advisors
Florida
$695K 14,800 – –
EVM
148
Eaton Vance Management
Massachusetts
$681K 14,512 -876 -6%
Franklin Resources
149
Franklin Resources
California
$677K 14,412 +14,412 New
CNAM
150
Campbell Newman Asset Management
Wisconsin
$653K 13,916 +277 +2%
4 5
6
7 8