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Moelis & Co
MC

Overview Fund Activity

227 hedge funds and large institutions have $2.62B invested in Moelis & Co in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+39
Holders Change %
+20.74%
% of All Funds
4.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
63
Increased
70
Reduced
65
Closed
22
Calls
$5.43M
Puts
$1.15M
Net Calls
+$4.27M
Net Calls Change
-$708K

Top Buyers

1
BlackRock
BlackRock
New York
$218M
2
Federated Hermes
Federated Hermes
Pennsylvania
$63.8M
3
Millennium Management
Millennium Management
New York
$16.1M
4
WA
Wasatch Advisors
Utah
$47M
5
MPAM
Monarch Partners Asset Management
Massachusetts
$7.63M

Top Sellers

1
BAMCO Inc
BAMCO Inc
New York
$51.7M
2
CCM
Causeway Capital Management
California
$0
3
VNIM
Vaughan Nelson Investment Management
Texas
$28.4M
4
AllianceBernstein
AllianceBernstein
Tennessee
$137M
5
PF
Phoenix Financial
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
151
SVB Wealth
Massachusetts
$386K +$386K +8,251 New
BCM
152
Brasada Capital Management
Texas
$374K +$374K +8,000 New
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$358K – – –
P
154
Pitcairn
Pennsylvania
$331K +$5.69K +122 +2%
State of Wisconsin Investment Board
155
State of Wisconsin Investment Board
Wisconsin
$327K +$327K +7,000 New
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$321K +$46K +984 +17%
Walleye Trading
157
Walleye Trading
New York
$308K +$308K +6,581 New
CWP
158
Curated Wealth Partners
California
$308K +$308K +6,596 New
GWM
159
Geneos Wealth Management
Colorado
$302K +$55.9K +1,000 +23%
SPIA
160
Steward Partners Investment Advisory
New York
$294K -$4.68K -100 -2%
CC
161
Cipher Capital
New York
$249K +$249K +5,315 New
MML Investors Services
162
MML Investors Services
Massachusetts
$241K +$241K +5,150 New
Canada Life
163
Canada Life
Manitoba, Canada
$238K +$69K +1,479 +41%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$232K +$232K +4,957 New
NGA
165
Naples Global Advisors
Florida
$232K +$232K +4,965 New
Prudential Financial
166
Prudential Financial
New Jersey
$231K +$231K +4,940 New
SWA
167
SFMG Wealth Advisors
Texas
$229K +$229K +4,900 New
PTC
168
Petrus Trust Company
Texas
$225K +$225K +4,809 New
OC
169
Oppenheimer & Co
New York
$224K +$224K +4,800 New
Los Angeles Capital Management
170
Los Angeles Capital Management
California
$219K +$219K +4,690 New
DADC
171
D.A. Davidson & Co
Montana
$213K +$213K +4,582 New
AIM
172
Aigen Investment Management
New York
$210K +$210K +4,486 New
AIP
173
Ameritas Investment Partners
Nebraska
$207K -$11.3K -242 -5%
Comerica Bank
174
Comerica Bank
Texas
$207K +$207K +3,797 New
PAMU
175
Pictet Asset Management (UK)
United Kingdom
$206K +$206K +4,400 New
5 6
7
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