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Moelis & Co
MC

Overview Fund Activity

246 hedge funds and large institutions have $2.12B invested in Moelis & Co in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 128 increasing their positions, 70 reducing their positions, and 32 closing their positions.

Holders
246
Holders Change
-13
Holders Change %
-5.02%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
128
Reduced
70
Closed
32
Calls
$2.4M
Puts
$5.05M
Net Calls
-$2.65M
Net Calls Change
-$50K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$104M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$234M
3
RJA
3
Raymond James & Associates
Florida
$12.7M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$18M
5
Wells Fargo
5
Wells Fargo
California
$34.1M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.2M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$36.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$7.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
151
Capital Impact Advisors
Massachusetts
$393K +$68.1K +1,576 +21%
ANTB
152
AMG National Trust Bank
Colorado
$386K +$371 +11 +0.1%
WI
153
WBI Investments
New Jersey
$384K +$33.8K +1,000 +10%
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$373K +$95.5K +2,826 +34%
SG Americas Securities
155
SG Americas Securities
New York
$370K -$64.6K -1,910 -15%
Los Angeles Capital Management
156
Los Angeles Capital Management
California
$364K -$1.19M -35,286 -77%
NYLIM
157
New York Life Investment Management
New York
$362K +$26.6K +788 +8%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$360K +$54.1K +1,600 +18%
Jane Street
159
Jane Street
New York
$351K +$64.8K +1,915 +23%
MAM
160
Martingale Asset Management
Massachusetts
$343K -$136 -4 -0%
CWP
161
Curated Wealth Partners
California
$336K +$106K +3,133 +46%
SPC
162
Sigma Planning Corp
Michigan
$324K -$45K -1,330 -12%
Teacher Retirement System of Texas
163
Teacher Retirement System of Texas
Texas
$314K -$22.9K -678 -7%
AB
164
Amalgamated Bank
New York
$312K +$1.22K +36 +0.4%
Canada Life
165
Canada Life
Manitoba, Canada
$297K +$38K +1,128 +15%
Verition Fund Management
166
Verition Fund Management
Connecticut
$268K -$3.55M -104,837 -93%
FC
167
FORA Capital
Florida
$265K +$265K +7,826 New
Public Employees Retirement Association of Colorado
168
Public Employees Retirement Association of Colorado
Colorado
$259K – – –
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$251K – – –
PVH
170
Psagot Value Holdings
Israel
$250K -$21K -620 -8%
P
171
Pitcairn
Pennsylvania
$246K +$4.3K +127 +2%
DCM
172
DGS Capital Management
New Jersey
$240K +$64.8K +1,917 +37%
BCM
173
BTC Capital Management
Iowa
$238K +$17K +492 +8%
UCFA
174
United Capital Financial Advisors
Texas
$238K +$238K +7,034 New
ProShare Advisors
175
ProShare Advisors
Maryland
$237K -$7.32K -217 -3%
5 6
7
8 9