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Moelis & Co
MC

Overview Fund Activity

282 hedge funds and large institutions have $2.78B invested in Moelis & Co in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 96 reducing their positions, and 56 closing their positions.

Holders
282
Holders Change
-32
Holders Change %
-10.19%
% of All Funds
4.46%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
28
Increased
124
Reduced
96
Closed
56
Calls
$2.43M
Puts
$972K
Net Calls
+$1.46M
Net Calls Change
-$272K

Top Buyers

1
HCL
1
Heard Capital LLC
Illinois
$65.2M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$141M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$22.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$111M
5
WHG
5
Westwood Holdings Group
Texas
$76.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.3M
2
PAM
2
Panagora Asset Management
Massachusetts
$814K
3
SSA
3
Schonfeld Strategic Advisors
New York
$944K
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$409K
Name Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$633K 13,478 -7,516 -36%
State Board of Administration of Florida Retirement System
152
State Board of Administration of Florida Retirement System
Florida
$626K 13,343 – –
HWAM
153
Hennion & Walsh Asset Management
New Jersey
$623K 13,274 +532 +4%
FHB
154
First Hawaiian Bank
Hawaii
$596K 12,699 -55 -0.4%
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$590K 12,567 +819 +7%
NGA
156
Naples Global Advisors
Florida
$590K 12,563 +3,008 +31%
PVH
157
Psagot Value Holdings
Israel
$585K 12,457 – –
Handelsbanken Fonder
158
Handelsbanken Fonder
Sweden
$552K 11,751 – –
ProShare Advisors
159
ProShare Advisors
Maryland
$538K 11,471 -1,893 -14%
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
$537K 11,432 -28,029 -71%
AR
161
Advisory Research
Illinois
$531K 11,307 -59,135 -84%
NA
162
NewEdge Advisors
Louisiana
$524K 11,169 +1,020 +10%
PFA
163
Peak Financial Advisors
Colorado
$508K 10,816 -43 -0.4%
State of Wisconsin Investment Board
164
State of Wisconsin Investment Board
Wisconsin
$507K 10,800 +5,600 +108%
WI
165
WBI Investments
New Jersey
$476K 10,153 +10,153 New
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$471K 10,040 -790 -7%
PI
167
Putnam Investments
Massachusetts
$458K 9,767 +1,541 +19%
MAM
168
Meeder Asset Management
Ohio
$457K 9,722 +9,722 New
CWP
169
Curated Wealth Partners
California
$450K 7,199 – –
DCM
170
Dupont Capital Management
Delaware
$438K 9,334 -20,101 -68%
Osaic Holdings
171
Osaic Holdings
Arizona
$438K 13,269 +1,498 +13%
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$433K 9,212 +3,677 +66%
CIA
173
Capital Impact Advisors
Massachusetts
$417K 8,891 +8,891 New
AB
174
Amalgamated Bank
New York
$413K 8,807 -682 -7%
AF
175
Amalgamated Financial
New York
$413K 8,807 +8,807 New
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7
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