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Moelis & Co
MC

Overview Fund Activity

290 hedge funds and large institutions have $3.47B invested in Moelis & Co in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 86 reducing their positions, and 28 closing their positions.

Holders
290
Holders Change
+18
Holders Change %
+6.62%
% of All Funds
5.09%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
48
Increased
103
Reduced
86
Closed
28
Calls
$4.65M
Puts
$3.71M
Net Calls
+$938K
Net Calls Change
+$2.13M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$41.6M
2
PAM
2
Panagora Asset Management
Massachusetts
$9.64M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$8.83M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$14.2M
5
WHG
5
Westwood Holdings Group
Texas
$76.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$133M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$356M
3
BAMCO Inc
3
BAMCO Inc
New York
$54.5M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$51.8M
5
LCOV
5
London Company of Virginia
Virginia
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNAM
151
Campbell Newman Asset Management
Wisconsin
$820K +$42.2K +683 +5%
FHB
152
First Hawaiian Bank
Hawaii
$786K -$8.73K -141 -1%
Qube Research & Technologies (QRT)
153
Qube Research & Technologies (QRT)
United Kingdom
$783K +$783K +12,659 New
WG
154
Winton Group
United Kingdom
$729K -$219K -3,532 -23%
Handelsbanken Fonder
155
Handelsbanken Fonder
Sweden
$727K – – –
CC
156
Centiva Capital
New York
$714K +$714K +11,548 New
SPC
157
Sigma Planning Corp
Michigan
$712K -$1.55K -25 -0.2%
MAM
158
Meeder Asset Management
Ohio
$695K +$376K +6,065 +118%
NA
159
NewEdge Advisors
Louisiana
$687K +$85.6K +1,384 +14%
MC
160
Maverick Capital
Texas
$681K +$478K +7,734 +236%
HSBC Holdings
161
HSBC Holdings
United Kingdom
$642K +$343K +5,521 +115%
VI
162
Versor Investments
New York
$638K +$638K +10,320 New
PFA
163
Peak Financial Advisors
Colorado
$637K +$30.4K +491 +5%
RE
164
RBC Europe
United Kingdom
$634K – – –
SGAM
165
Smith Group Asset Management
Texas
$624K +$624K +10,085 New
Teacher Retirement System of Texas
166
Teacher Retirement System of Texas
Texas
$614K +$171K +2,764 +39%
AB
167
Amalgamated Bank
New York
$593K -$39.3K -635 -6%
NGA
168
Naples Global Advisors
Florida
$585K +$209K +3,375 +56%
GCP
169
GSA Capital Partners
United Kingdom
$573K +$324K +5,240 +130%
Osaic Holdings
170
Osaic Holdings
Arizona
$562K +$181K +2,898 +48%
HW
171
Hancock Whitney
Mississippi
$562K +$562K +9,083 New
ECM
172
ExodusPoint Capital Management
New York
$541K +$6.25K +101 +1%
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$541K +$219K +3,532 +68%
IA
174
IndexIQ Advisors
New York
$526K +$52.7K +851 +11%
SC
175
Solstein Capital
California
$489K +$489K +680 New
5 6
7
8 9