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Moelis & Co

188 hedge funds and large institutions have $2B invested in Moelis & Co in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-2
Holders Change %
-1.05%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
28
Increased
64
Reduced
61
Closed
28
Calls
$5.62M
Puts
$636K
Net Calls
+$4.98M
Net Calls Change
+$2.99M
Name Holding Trade Value Shares
Change
Shares
Change %
NNP
151
Nachman Norwood & Parrott
South Carolina
$73K +$73K +2,079 New
IA
152
IFP Advisors
Florida
$72K +$35 +1 +0%
EW
153
Evoke Wealth
California
$58K +$58K +1,650 New
FHA
154
First Horizon Advisors
Tennessee
$32K +$1.81K +52 +6%
PCG
155
Private Capital Group
Connecticut
$32K +$13.8K +395 +76%
Group One Trading
156
Group One Trading
Illinois
$24K +$24K +684 New
FC
157
FORA Capital
Florida
$23K -$136K -3,834 -86%
HNB
158
Huntington National Bank
Ohio
$21K +$21K +595 New
QT
159
Quantbot Technologies
New York
$14K -$29K -841 -67%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$13K
RFA
161
Reilly Financial Advisors
California
$11K
APA
162
American Portfolios Advisors
New York
$9.38K
LWM
163
Liberty Wealth Management
California
$9K +$4.84K +141 +117%
Simplex Trading
164
Simplex Trading
Illinois
$8K +$8K +253 New
HIA
165
Harbor Investment Advisory
Maryland
$7K +$7K +200 New
CA
166
Clearstead Advisors
Ohio
$6K
LC
167
Lindbrook Capital
California
$6K
CFN
168
Cordasco Financial Network
Florida
$5K
HR
169
Howe & Rusling
New York
$5K +$1.19K +37 +31%
VCM
170
Versant Capital Management
Arizona
$4K
RIA
171
RPG Investment Advisory
California
$4K
WEC
172
Winslow Evans & Crocker
Massachusetts
$4K +$4K +100 New
NFG
173
Next Financial Group
Texas
$4K +$4K +104 New
PA
174
Parallel Advisors
California
$3K
FFA
175
Founders Financial Alliance
North Carolina
$3K +$3K +83 New