MC icon

Moelis & Co
MC

Overview Fund Activity

240 hedge funds and large institutions have $2.4B invested in Moelis & Co in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-6
Holders Change %
-2.44%
% of All Funds
3.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
36
Increased
99
Reduced
78
Closed
38
Calls
$1.48M
Puts
$1.09M
Net Calls
+$395K
Net Calls Change
+$3.05M

Top Buyers

1
WA
Wasatch Advisors
Utah
$150M
2
HighTower Advisors
HighTower Advisors
Illinois
$24.5M
3
LCOV
London Company of Virginia
Virginia
$138M
4
Victory Capital Management
Victory Capital Management
Texas
$13.1M
5
Ameriprise
Ameriprise
Minnesota
$33.2M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$24M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$259M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$6.08M
5
Citadel Advisors
Citadel Advisors
Florida
$92.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
126
Osaic Holdings
Arizona
$551K +$83.3K +2,168 +18%
State Board of Administration of Florida Retirement System
127
State Board of Administration of Florida Retirement System
Florida
$539K +$26.9K +700 +5%
PAM
128
Panagora Asset Management
Massachusetts
$534K -$128K -3,338 -19%
NGA
129
Naples Global Advisors
Florida
$506K +$34.9K +910 +7%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$501K +$17.5K +456 +4%
GF
131
Gabelli Funds
New York
$495K +$495K +12,900 New
SIA
132
SkyView Investment Advisors
New Jersey
$487K +$6.64K +173 +1%
FHB
133
First Hawaiian Bank
Hawaii
$484K – – –
NYLIM
134
New York Life Investment Management
New York
$464K +$52.1K +1,359 +13%
Squarepoint
135
Squarepoint
New York
$456K -$2.27M -59,213 -83%
KFP
136
KB Financial Partners
New Jersey
$455K +$2.8K +73 +0.6%
Cambridge Investment Research Advisors
137
Cambridge Investment Research Advisors
Iowa
$453K +$1.23K +32 +0.3%
QPW
138
Quantum Private Wealth
Florida
$451K -$11.4K -296 -2%
Handelsbanken Fonder
139
Handelsbanken Fonder
Sweden
$451K – – –
Canada Life
140
Canada Life
Manitoba, Canada
$439K +$100K +2,598 +30%
VI
141
Versor Investments
New York
$425K -$1.09M -28,344 -72%
WB
142
WesBanco Bank
West Virginia
$419K +$419K +10,928 New
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$410K +$959 +25 +0.2%
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$407K -$16.2K -423 -4%
SPC
145
Sigma Planning Corp
Michigan
$390K +$22.2K +579 +6%
CWP
146
Curated Wealth Partners
California
$377K -$4.26K -111 -1%
P
147
Pitcairn
Pennsylvania
$365K +$85.9K +2,238 +31%
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$357K +$575 +15 +0.2%
AB
149
Amalgamated Bank
New York
$356K +$2.53K +66 +0.7%
DWM
150
Drive Wealth Management
Utah
$355K +$355K +9,251 New
4 5
6
7 8