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Moelis & Co
MC

Overview Fund Activity

350 hedge funds and large institutions have $5.26B invested in Moelis & Co in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 115 increasing their positions, 116 reducing their positions, and 41 closing their positions.

Holders
350
Holders Change
+20
Holders Change %
+6.06%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
66
Increased
115
Reduced
116
Closed
41
Calls
$9.01M
Puts
$1.36M
Net Calls
+$7.65M
Net Calls Change
+$2.78M

Top Buyers

1
MIA
1
Madison Investment Advisors
Wisconsin
$86.1M
2
Norges Bank
2
Norges Bank
Norway
$52.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$53.4M
4
Raymond James Financial
4
Raymond James Financial
Florida
$27.9M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$20.7M

Top Sellers

1
HCL
1
Heard Capital LLC
Illinois
$62.2M
2
TAM
2
Timucuan Asset Management
Florida
$148M
3
WHG
3
Westwood Holdings Group
Texas
$0
4
MAM
4
Madison Asset Management
Wisconsin
$86.1M
5
WA
5
Wasatch Advisors
Utah
$194M
Name Market Value Shares Shares
Change 		Shares
Change %
VCA
126
Verdence Capital Advisors
Maryland
$2.48M 33,562 -114 -0.3%
HCM
127
Hilton Capital Management
New York
$2.46M 33,357 +9,940 +42%
Janus Henderson Group
128
Janus Henderson Group
United Kingdom
$2.46M 33,326 – –
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$2.37M 32,055 +21,597 +207%
EF
130
Empowered Funds
Pennsylvania
$2.3M 31,136 +622 +2%
JF
131
Jump Financial
Illinois
$2.28M 30,822 +30,822 New
M&T Bank
132
M&T Bank
New York
$2.25M 30,459 -890 -3%
State of New Jersey Common Pension Fund D
133
State of New Jersey Common Pension Fund D
New Jersey
$2.17M 29,349 – –
SWA
134
Strata Wealth Advisors
Texas
$2.11M 28,626 -86 -0.3%
HWAM
135
Hennion & Walsh Asset Management
New Jersey
$2.06M 27,881 +626 +2%
YCM
136
Yousif Capital Management
Michigan
$2.02M 27,289 -416 -2%
TI
137
Tidal Investments
Wisconsin
$1.97M 26,671 +7,847 +42%
IIM
138
INTECH Investment Management
Florida
$1.88M 25,418 +6,020 +31%
SSA
139
Schonfeld Strategic Advisors
New York
$1.88M 25,414 +25,414 New
AI
140
Atria Investments
North Carolina
$1.85M 25,024 -173 -0.7%
Teacher Retirement System of Texas
141
Teacher Retirement System of Texas
Texas
$1.84M 24,842 +24,842 New
MSRPS
142
Maryland State Retirement & Pension System
Maryland
$1.76M 23,771 +10 +0%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$1.69M 22,942 -19,584 -46%
Ensign Peak Advisors
144
Ensign Peak Advisors
Utah
$1.69M 22,895 – –
QT
145
Quantbot Technologies
New York
$1.69M 22,865 +16,563 +263%
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$1.65M 22,271 -13,734 -38%
ACM
147
Aquatic Capital Management
Illinois
$1.6M 21,661 -1,139 -5%
TRSOTSOK
148
Teachers Retirement System of the State of Kentucky
Kentucky
$1.59M 21,500 – –
ProShare Advisors
149
ProShare Advisors
Maryland
$1.57M 21,298 +6,559 +45%
GF
150
Gabelli Funds
New York
$1.53M 20,650 -3,400 -14%
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