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Moelis & Co
MC

Overview Fund Activity

293 hedge funds and large institutions have $4.13B invested in Moelis & Co in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 93 reducing their positions, and 42 closing their positions.

Holders
293
Holders Change
-14
Holders Change %
-4.56%
% of All Funds
4.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
33
Increased
116
Reduced
93
Closed
42
Calls
$6.89M
Puts
$1.5M
Net Calls
+$5.39M
Net Calls Change
+$4.6M

Top Buyers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$40.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$464M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$22.4M
4
Ameriprise
4
Ameriprise
Minnesota
$99.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$83.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$148M
2
WHG
2
Westwood Holdings Group
Texas
$33.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$345K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$80.8M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Ensign Peak Advisors
126
Ensign Peak Advisors
Utah
$1.3M 22,895 – –
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$1.22M 21,500 – –
AB
128
Amalgamated Bank
New York
$1.22M 21,373 +535 +3%
ACM
129
Aquatic Capital Management
Illinois
$1.18M 20,800 -4,100 -16%
Two Sigma Advisers
130
Two Sigma Advisers
New York
$1.1M 19,400 +500 +3%
State Board of Administration of Florida Retirement System
131
State Board of Administration of Florida Retirement System
Florida
$1.08M 19,033 +4,990 +36%
TPI
132
Trust Point Inc
Wisconsin
$1.07M 18,829 +782 +4%
ASRS
133
Arizona State Retirement System
Arizona
$1.06M 18,666 +345 +2%
HCA
134
Harbor Capital Advisors
Illinois
$1.03M 18,159 +39 +0.2%
Russell Investments Group
135
Russell Investments Group
United Kingdom
$999K 17,574 -390 -2%
New York State Teachers Retirement System (NYSTRS)
136
New York State Teachers Retirement System (NYSTRS)
New York
$995K 17,500 -546 -3%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$995K 17,492 -2,571 -13%
State of Tennessee, Department of Treasury
138
State of Tennessee, Department of Treasury
Tennessee
$993K 17,465 – –
OPERF
139
Oregon Public Employees Retirement Fund
Oregon
$969K 17,049 -818 -5%
QT
140
Quantbot Technologies
New York
$956K 16,819 -10,795 -39%
XT
141
XTX Topco
Cayman Islands
$940K 16,524 +12,110 +274%
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$926K 16,294 -6,570 -29%
CNAM
143
Campbell Newman Asset Management
Wisconsin
$926K 16,289 +70 +0.4%
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$881K 15,495 +2,086 +16%
American Century Companies
145
American Century Companies
Missouri
$878K 15,448 -11,966 -44%
COPPSERS
146
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$862K 15,160 +763 +5%
HA
147
Harbor Advisors
Florida
$842K 14,800 – –
UM
148
UniSuper Management
Australia
$802K 14,103 – –
SIA
149
SkyView Investment Advisors
New Jersey
$788K 13,866 +188 +1%
TRCT
150
Tower Research Capital (TRC)
New York
$782K 13,754 +11,845 +620%
4 5
6
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