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Moelis & Co

332 hedge funds and large institutions have $4.91B invested in Moelis & Co in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 20

109% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $4.48M

19% more capital invested

Capital invested by funds: $4.13B → $4.91B (+$783M)

14% more funds holding

Funds holding: 292332 (+40)

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.31% less ownership

Funds ownership: 103.16%101.86% (-1.3%)

Holders
332
Holders Change
+40
Holders Change %
+13.7%
% of All Funds
4.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
63
Increased
113
Reduced
105
Closed
20
Calls
$9.35M
Puts
$4.48M
Net Calls
+$4.87M
Net Calls Change
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.97M -$284K -4,398 -13%
SWA
127
Strata Wealth Advisors
Texas
$1.97M -$46.2K -716 -2%
Man Group
128
Man Group
United Kingdom
$1.96M +$127K +1,970 +7%
YCM
129
Yousif Capital Management
Michigan
$1.9M -$62.4K -966 -3%
HWAM
130
Hennion & Walsh Asset Management
New Jersey
$1.87M -$169K -2,619 -9%
Holocene Advisors
131
Holocene Advisors
New York
$1.83M +$1.73M +26,755 New
EAM
132
EFG Asset Management
Oregon
$1.83M -$21K -325 -1%
AI
133
Atria Investments
North Carolina
$1.73M +$71.5K +1,107 +5%
DTL
134
Dynamic Technology Lab
Singapore
$1.7M +$1.61M +24,870 New
Two Sigma Advisers
135
Two Sigma Advisers
New York
$1.66M +$310K +4,800 +25%
GF
136
Gabelli Funds
New York
$1.65M -$161K -2,500 -9%
MSRPS
137
Maryland State Retirement & Pension System
Maryland
$1.63M -$49.6K -769 -3%
TC
138
TownSquare Capital
Utah
$1.62M -$3.16K -49 -0.2%
HCM
139
Hilton Capital Management
New York
$1.6M +$1.51M +23,417 New
Ensign Peak Advisors
140
Ensign Peak Advisors
Utah
$1.57M
ACM
141
Aquatic Capital Management
Illinois
$1.56M +$129K +2,000 +10%
TRSOTSOK
142
Teachers Retirement System of the State of Kentucky
Kentucky
$1.47M
HCA
143
Harbor Capital Advisors
Illinois
$1.44M +$182K +2,826 +16%
AB
144
Amalgamated Bank
New York
$1.41M -$48.1K -745 -3%
ASRS
145
Arizona State Retirement System
Arizona
$1.39M +$103K +1,591 +9%
IIM
146
INTECH Investment Management
Florida
$1.33M +$1.25M +19,398 New
State of Tennessee, Department of Treasury
147
State of Tennessee, Department of Treasury
Tennessee
$1.32M +$118K +1,832 +10%
State Board of Administration of Florida Retirement System
148
State Board of Administration of Florida Retirement System
Florida
$1.3M
TPI
149
Trust Point Inc
Wisconsin
$1.3M +$9.49K +147 +0.8%
TI
150
Tidal Investments
Wisconsin
$1.29M +$1.22M +18,824 New