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Moelis & Co
MC

Overview Fund Activity

267 hedge funds and large institutions have $3.3B invested in Moelis & Co in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 109 reducing their positions, and 22 closing their positions.

Holders
267
Holders Change
+8
Holders Change %
+3.09%
% of All Funds
4.26%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
33
Increased
91
Reduced
109
Closed
22
Calls
$3.6M
Puts
$1.36M
Net Calls
+$2.24M
Net Calls Change
+$1.53M

Top Buyers

1
BlackRock
1
BlackRock
New York
$352M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.9M
3
Northern Trust
3
Northern Trust
Illinois
$41.9M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$6.21M
5
Barclays
5
Barclays
United Kingdom
$13.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$137M
2
WA
2
Wasatch Advisors
Utah
$156M
3
Ameriprise
3
Ameriprise
Minnesota
$48.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$66.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
126
Duality Advisers
Florida
$1.33M +$1.33M +29,535 New
Mirae Asset Global Investments
127
Mirae Asset Global Investments
South Korea
$1.33M +$78.6K +1,741 +6%
Citigroup
128
Citigroup
New York
$1.29M -$911K -20,176 -41%
PP
129
PDT Partners
New York
$1.28M -$226K -5,000 -15%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$1.27M +$21K +465 +2%
AB
131
Amalgamated Bank
New York
$1.26M -$38.8K -861 -3%
Millennium Management
132
Millennium Management
New York
$1.23M +$1.23M +27,186 New
Man Group
133
Man Group
United Kingdom
$1.22M -$1.82M -40,160 Closed
ANTB
134
AMG National Trust Bank
Colorado
$1.2M +$1.13K +25 +0.1%
GF
135
Gabelli Funds
New York
$1.16M -$248K -5,500 -18%
N
136
Numerai
California
$1.11M +$1.11M +24,525 New
MSRPS
137
Maryland State Retirement & Pension System
Maryland
$1.11M -$63.8K -1,413 -5%
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.04M -$65.5K -1,451 -6%
Ensign Peak Advisors
139
Ensign Peak Advisors
Utah
$1,000K – – –
State of Tennessee, Department of Treasury
140
State of Tennessee, Department of Treasury
Tennessee
$980K – – –
TRSOTSOK
141
Teachers Retirement System of the State of Kentucky
Kentucky
$970K +$99.3K +2,200 +11%
New York State Teachers Retirement System (NYSTRS)
142
New York State Teachers Retirement System (NYSTRS)
New York
$949K +$159K +3,524 +20%
First Trust Advisors
143
First Trust Advisors
Illinois
$932K +$30.2K +670 +3%
State of Wisconsin Investment Board
144
State of Wisconsin Investment Board
Wisconsin
$923K +$695K +15,392 +304%
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$894K -$40.6K -900 -4%
State Board of Administration of Florida Retirement System
146
State Board of Administration of Florida Retirement System
Florida
$861K +$4.51K +100 +0.5%
ASRS
147
Arizona State Retirement System
Arizona
$855K +$44.2K +980 +5%
TCM
148
Teza Capital Management
Illinois
$793K +$375K +8,305 +90%
DTL
149
Dynamic Technology Lab
Singapore
$717K +$717K +15,878 New
CNAM
150
Campbell Newman Asset Management
Wisconsin
$710K -$11.9K -263 -2%
4 5
6
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