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Moelis & Co
MC

Overview Fund Activity

330 hedge funds and large institutions have $4.86B invested in Moelis & Co in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 112 increasing their positions, 105 reducing their positions, and 22 closing their positions.

Holders
330
Holders Change
+37
Holders Change %
+12.63%
% 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
62
Increased
112
Reduced
105
Closed
22
Calls
$9.35M
Puts
$4.48M
Net Calls
+$4.87M
Net Calls Change
-$519K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$75.8M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$49M
3
Ameriprise
3
Ameriprise
Minnesota
$154M
4
BlackRock
4
BlackRock
New York
$575M
5
Millennium Management
5
Millennium Management
New York
$16.4M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$5.86M
2
WA
2
Wasatch Advisors
Utah
$195M
3
Goldman Sachs
3
Goldman Sachs
New York
$134M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$34.7M
5
Norges Bank
5
Norges Bank
Norway
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
126
Strata Wealth Advisors
Texas
$1.97M 28,712 -716 -2%
Man Group
127
Man Group
United Kingdom
$1.96M 28,617 +1,970 +7%
YCM
128
Yousif Capital Management
Michigan
$1.9M 27,705 -966 -3%
HWAM
129
Hennion & Walsh Asset Management
New Jersey
$1.87M 27,255 -2,619 -9%
Holocene Advisors
130
Holocene Advisors
New York
$1.83M 26,755 +26,755 New
EAM
131
EFG Asset Management
Oregon
$1.83M 26,654 -325 -1%
AI
132
Atria Investments
North Carolina
$1.73M 25,197 +1,107 +5%
DTL
133
Dynamic Technology Lab
Singapore
$1.7M 24,870 +24,870 New
Two Sigma Advisers
134
Two Sigma Advisers
New York
$1.66M 24,200 +4,800 +25%
GF
135
Gabelli Funds
New York
$1.65M 24,050 -2,500 -9%
MSRPS
136
Maryland State Retirement & Pension System
Maryland
$1.63M 23,761 -769 -3%
TC
137
TownSquare Capital
Utah
$1.62M 23,611 -49 -0.2%
HCM
138
Hilton Capital Management
New York
$1.6M 23,417 +23,417 New
Ensign Peak Advisors
139
Ensign Peak Advisors
Utah
$1.57M 22,895 – –
ACM
140
Aquatic Capital Management
Illinois
$1.56M 22,800 +2,000 +10%
TRSOTSOK
141
Teachers Retirement System of the State of Kentucky
Kentucky
$1.47M 21,500 – –
HCA
142
Harbor Capital Advisors
Illinois
$1.44M 20,985 +2,826 +16%
AB
143
Amalgamated Bank
New York
$1.41M 20,628 -745 -3%
ASRS
144
Arizona State Retirement System
Arizona
$1.39M 20,257 +1,591 +9%
IIM
145
INTECH Investment Management
Florida
$1.33M 19,398 +19,398 New
State of Tennessee, Department of Treasury
146
State of Tennessee, Department of Treasury
Tennessee
$1.32M 19,297 +1,832 +10%
State Board of Administration of Florida Retirement System
147
State Board of Administration of Florida Retirement System
Florida
$1.3M 19,033 – –
TPI
148
Trust Point Inc
Wisconsin
$1.3M 18,976 +147 +0.8%
TI
149
Tidal Investments
Wisconsin
$1.29M 18,824 +18,824 New
Russell Investments Group
150
Russell Investments Group
United Kingdom
$1.28M 18,627 +1,053 +6%
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