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Moelis & Co
MC

Overview Fund Activity

244 hedge funds and large institutions have $2.53B invested in Moelis & Co in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 83 reducing their positions, and 21 closing their positions.

Holders
244
Holders Change
+4
Holders Change %
+1.67%
% of All Funds
3.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
98
Reduced
83
Closed
21
Calls
$1.88M
Puts
$1.59M
Net Calls
+$289K
Net Calls Change
-$106K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$174M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$53.1M
3
MAM
3
Madison Asset Management
Wisconsin
$50M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$18.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$36.5M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$95.1M
3
WHG
3
Westwood Holdings Group
Texas
$53.9M
4
BlackRock
4
BlackRock
New York
$206M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$88.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Asset Management One
126
Asset Management One
Japan
$752K +$40.7K +1,058 +6%
QC
127
Quadrature Capital
United Kingdom
$747K +$166K +4,306 +28%
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$728K -$32.7K -851 -4%
ASRS
129
Arizona State Retirement System
Arizona
$712K +$17.5K +454 +3%
SG Americas Securities
130
SG Americas Securities
New York
$669K +$419K +10,903 +168%
CNAM
131
Campbell Newman Asset Management
Wisconsin
$601K +$5.96K +155 +1%
DI
132
DFPG Investments
Utah
$594K +$594K +15,445 New
US Bancorp
133
US Bancorp
Minnesota
$585K +$25.5K +663 +5%
HA
134
Harbor Advisors
Florida
$569K – – –
State Board of Administration of Florida Retirement System
135
State Board of Administration of Florida Retirement System
Florida
$540K – – –
SIA
136
SkyView Investment Advisors
New Jersey
$530K +$42K +1,091 +9%
Canada Life
137
Canada Life
Manitoba, Canada
$498K +$58.9K +1,529 +13%
NGA
138
Naples Global Advisors
Florida
$494K -$13.5K -350 -3%
FHB
139
First Hawaiian Bank
Hawaii
$485K – – –
OIA
140
OneDigital Investment Advisors
Kansas
$485K +$485K +12,620 New
KFP
141
KB Financial Partners
New Jersey
$485K +$28.5K +741 +6%
TC
142
TownSquare Capital
Utah
$466K +$466K +12,130 New
YIH
143
Y-Intercept (HK)
Hong Kong
$458K -$115K -2,985 -20%
QPW
144
Quantum Private Wealth
Florida
$452K – – –
Handelsbanken Fonder
145
Handelsbanken Fonder
Sweden
$452K – – –
Cambridge Investment Research Advisors
146
Cambridge Investment Research Advisors
Iowa
$449K -$5.35K -139 -1%
State of Wisconsin Investment Board
147
State of Wisconsin Investment Board
Wisconsin
$437K -$689K -17,931 -61%
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$431K +$431K +11,219 New
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$424K +$16.5K +429 +4%
SPC
150
Sigma Planning Corp
Michigan
$386K -$4.08K -106 -1%
4 5
6
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