MC icon

Moelis & Co
MC

Overview Fund Activity

280 hedge funds and large institutions have $4.1B invested in Moelis & Co in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 107 reducing their positions, and 35 closing their positions.

Holders
280
Holders Change
+13
Holders Change %
+4.87%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
53
Increased
84
Reduced
107
Closed
35
Calls
$3.32M
Puts
$2.53M
Net Calls
+$792K
Net Calls Change
-$1.45M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$189M
3
Norges Bank
3
Norges Bank
Norway
$41.7M
4
BlackRock
4
BlackRock
New York
$449M
5
ACL
5
Azora Capital LP
Florida
$10.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$64.4M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$398M
4
WA
4
Wasatch Advisors
Utah
$183M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$42.3M
Name Market Value Shares Shares
Change 		Shares
Change %
M&T Bank
126
M&T Bank
New York
$1.51M 26,813 +21,914 +447%
CP
127
CenterBook Partners
Connecticut
$1.49M 26,553 -80,236 -75%
GF
128
Gabelli Funds
New York
$1.49M 26,550 +950 +4%
ANTB
129
AMG National Trust Bank
Colorado
$1.48M 26,372 -255 -1%
Millennium Management
130
Millennium Management
New York
$1.44M 25,673 -1,513 -6%
EF
131
Empowered Funds
Pennsylvania
$1.43M 25,525 +25,525 New
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$1.42M 25,318 -2,815 -10%
MSRPS
133
Maryland State Retirement & Pension System
Maryland
$1.36M 24,229 -292 -1%
Ensign Peak Advisors
134
Ensign Peak Advisors
Utah
$1.35M 24,050 +1,900 +9%
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.28M 22,834 -180 -0.8%
State of Tennessee, Department of Treasury
136
State of Tennessee, Department of Treasury
Tennessee
$1.22M 21,715 – –
TRSOTSOK
137
Teachers Retirement System of the State of Kentucky
Kentucky
$1.21M 21,500 – –
BCM
138
Bayesian Capital Management
New York
$1.18M 21,091 +21,091 New
New York State Teachers Retirement System (NYSTRS)
139
New York State Teachers Retirement System (NYSTRS)
New York
$1.18M 21,024 – –
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$1.09M 19,500 -300 -2%
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
$1.09M 19,443 +19,443 New
State Board of Administration of Florida Retirement System
142
State Board of Administration of Florida Retirement System
Florida
$1.07M 19,083 – –
ASRS
143
Arizona State Retirement System
Arizona
$1.04M 18,611 -342 -2%
TCM
144
Teza Capital Management
Illinois
$1.01M 18,023 +457 +3%
TC
145
TownSquare Capital
Utah
$1.01M 18,022 +6,065 +51%
CNAM
146
Campbell Newman Asset Management
Wisconsin
$888K 15,827 +84 +0.5%
N
147
Natixis
France
$876K 15,600 +15,600 New
SG Americas Securities
148
SG Americas Securities
New York
$855K 15,228 +15,228 New
State of Wisconsin Investment Board
149
State of Wisconsin Investment Board
Wisconsin
$854K 15,214 -5,237 -26%
HA
150
Harbor Advisors
Florida
$831K 14,800 – –
4 5
6
7 8