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Moelis & Co
MC

Overview Fund Activity

259 hedge funds and large institutions have $2.42B invested in Moelis & Co in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 102 increasing their positions, 85 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
-23
Holders Change %
-8.16%
% of All Funds
4.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
37
Increased
102
Reduced
85
Closed
52
Calls
$2.02M
Puts
$4.62M
Net Calls
-$2.6M
Net Calls Change
-$4.06M

Top Buyers

1
WA
Wasatch Advisors
Utah
$88.7M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$241M
3
BlackRock
BlackRock
New York
$217M
4
MAM
Madison Asset Management
Wisconsin
$30.4M
5
Renaissance Technologies
Renaissance Technologies
New York
$16.3M

Top Sellers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
2
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
3
GC
Gillson Capital
Illinois
$1.58M
4
BAMCO Inc
BAMCO Inc
New York
$24.3M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
126
Bayesian Capital Management
New York
$646K +$646K +16,415 New
HWAM
127
Hennion & Walsh Asset Management
New Jersey
$639K +$116K +2,956 +22%
GTCM
128
Gyon Technologies Capital Management
New Jersey
$620K +$620K +15,755 New
EGM
129
Engineers Gate Manager
New York
$619K +$356K +9,038 +135%
HA
130
Harbor Advisors
Florida
$582K – – –
CNAM
131
Campbell Newman Asset Management
Wisconsin
$574K +$26.5K +674 +5%
EVM
132
Eaton Vance Management
Massachusetts
$570K -$984 -25 -0.2%
Osaic Holdings
133
Osaic Holdings
Arizona
$566K +$42.3K +1,072 +8%
Allianz Asset Management
134
Allianz Asset Management
Germany
$557K -$1.37M -34,878 -71%
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$556K +$375K +9,534 +207%
US Bancorp
136
US Bancorp
Minnesota
$533K +$242K +6,152 +83%
First Eagle Investment Management
137
First Eagle Investment Management
New York
$529K -$1.74M -44,321 -77%
State Board of Administration of Florida Retirement System
138
State Board of Administration of Florida Retirement System
Florida
$525K – – –
NGA
139
Naples Global Advisors
Florida
$518K +$23.9K +608 +5%
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$506K +$111K +2,810 +28%
SG Americas Securities
141
SG Americas Securities
New York
$506K +$506K +12,851 New
FHB
142
First Hawaiian Bank
Hawaii
$500K – – –
AQR Capital Management
143
AQR Capital Management
Connecticut
$486K -$1.85M -47,013 -79%
Handelsbanken Fonder
144
Handelsbanken Fonder
Sweden
$462K – – –
ANTB
145
AMG National Trust Bank
Colorado
$449K +$449K +11,419 New
AR
146
Advisory Research
Illinois
$445K +$157 +4 +0%
SPC
147
Sigma Planning Corp
Michigan
$429K -$407K -10,342 -49%
SIA
148
SkyView Investment Advisors
New Jersey
$416K +$125K +3,180 +43%
WI
149
WBI Investments
New Jersey
$408K +$8.5K +216 +2%
WB
150
WesBanco Bank
West Virginia
$405K -$753K -19,122 -65%
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