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Moelis & Co
MC

Overview Fund Activity

314 hedge funds and large institutions have $3.6B invested in Moelis & Co in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 119 increasing their positions, 99 reducing their positions, and 33 closing their positions.

Holders
314
Holders Change
+24
Holders Change %
+8.28%
% of All Funds
4.85%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
60
Increased
119
Reduced
99
Closed
33
Calls
$3.18M
Puts
$1.45M
Net Calls
+$1.73M
Net Calls Change
+$794K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$159M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$401M
3
Millennium Management
3
Millennium Management
New York
$30.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$37.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$25.3M

Top Sellers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$25.4M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$91.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$120M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$348M
5
RA
5
Royce & Associates
New York
$32.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$1.05M 16,841 -1,171 -7%
ECG
152
Edge Capital Group
Georgia
$1.05M 1,268 +1,268 New
HIM
153
Hillsdale Investment Management
Ontario, Canada
$1.04M 16,650 – –
Janus Henderson Group
154
Janus Henderson Group
United Kingdom
$1.04M 16,629 +10,766 +184%
ASRS
155
Arizona State Retirement System
Arizona
$1.03M 16,420 -285 -2%
BMSSC
156
B. Metzler seel. Sohn & Co
Germany
$1M 15,953 -9,035 -36%
AC
157
Allstate Corporation
Illinois
$983K 15,735 -5,126 -25%
WAM
158
Wakefield Asset Management
Colorado
$972K 15,551 +113 +0.7%
EVM
159
Eaton Vance Management
Massachusetts
$962K 15,388 – –
MLICM
160
Metropolitan Life Insurance Company (MetLife)
New York
$955K 15,277 -697 -4%
HA
161
Harbor Advisors
Florida
$925K 14,800 – –
SPC
162
Sigma Planning Corp
Michigan
$923K 14,762 +3,254 +28%
CIP
163
Convergence Investment Partners
Florida
$898K 14,365 +14,365 New
VI
164
Versor Investments
New York
$881K 14,100 +3,780 +37%
DTL
165
Dynamic Technology Lab
Singapore
$880K 14,080 +14,080 New
D.E. Shaw & Co
166
D.E. Shaw & Co
New York
$878K 14,050 -75,925 -84%
Point72 Asset Management
167
Point72 Asset Management
Connecticut
$869K 13,900 +11,300 +435%
FWM
168
Foresight Wealth Management
Utah
$865K 13,846 -88 -0.6%
CNAM
169
Campbell Newman Asset Management
Wisconsin
$853K 13,639 +380 +3%
ProShare Advisors
170
ProShare Advisors
Maryland
$836K 13,364 +5,522 +70%
State Board of Administration of Florida Retirement System
171
State Board of Administration of Florida Retirement System
Florida
$834K 13,343 -449 -3%
PP
172
Paloma Partners
Connecticut
$818K 13,091 +9,801 +298%
SG Americas Securities
173
SG Americas Securities
New York
$807K 12,910 -16,756 -56%
HWAM
174
Hennion & Walsh Asset Management
New Jersey
$797K 12,742 -761 -6%
FHB
175
First Hawaiian Bank
Hawaii
$797K 12,754 +55 +0.4%
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7
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