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Moelis & Co
MC

Overview Fund Activity

240 hedge funds and large institutions have $2.4B invested in Moelis & Co in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-6
Holders Change %
-2.44%
% of All Funds
3.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
36
Increased
99
Reduced
78
Closed
38
Calls
$1.48M
Puts
$1.09M
Net Calls
+$395K
Net Calls Change
+$3.05M

Top Buyers

1
WA
Wasatch Advisors
Utah
$150M
2
HighTower Advisors
HighTower Advisors
Illinois
$24.5M
3
LCOV
London Company of Virginia
Virginia
$138M
4
Victory Capital Management
Victory Capital Management
Texas
$13.1M
5
Ameriprise
Ameriprise
Minnesota
$33.2M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$24M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$259M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$6.08M
5
Citadel Advisors
Citadel Advisors
Florida
$92.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
151
Steward Partners Investment Advisory
New York
$331K +$64.8K +1,690 +24%
ProShare Advisors
152
ProShare Advisors
Maryland
$315K +$45.1K +1,175 +17%
DCM
153
DGS Capital Management
New Jersey
$313K +$40.1K +1,046 +15%
PAMS
154
Pictet Asset Management (Switzerland)
Switzerland
$308K +$308K +8,033 New
DTL
155
Dynamic Technology Lab
Singapore
$306K +$306K +7,965 New
CIA
156
Capital Impact Advisors
Massachusetts
$302K -$47.1K -1,228 -13%
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$293K – – –
BCM
158
BTC Capital Management
Iowa
$291K +$27.1K +705 +10%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$284K – – –
RJFSA
160
Raymond James Financial Services Advisors
Florida
$281K +$11.9K +311 +4%
Millennium Management
161
Millennium Management
New York
$279K -$371K -9,688 -57%
MML Investors Services
162
MML Investors Services
Massachusetts
$277K +$12.9K +336 +5%
PA
163
Parallel Advisors
California
$273K +$265K +6,894 +3,010%
VPIM
164
Vanguard Personalized Indexing Management
California
$261K +$5.56K +145 +2%
DADC
165
D.A. Davidson & Co
Montana
$259K – – –
SG Americas Securities
166
SG Americas Securities
New York
$249K -$171K -4,453 -41%
PFA
167
Peak Financial Advisors
Colorado
$245K -$19.9K -519 -8%
JWS
168
Juncture Wealth Strategies
Arizona
$242K +$242K +6,300 New
AIP
169
Ameritas Investment Partners
Nebraska
$235K +$14K +304 +6%
Mitsubishi UFJ Trust & Banking
170
Mitsubishi UFJ Trust & Banking
Japan
$233K +$211K +5,492 +942%
RCA
171
Riverview Capital Advisers
Massachusetts
$229K – – –
Mariner
172
Mariner
Kansas
$229K +$229K +5,959 New
Prudential Financial
173
Prudential Financial
New Jersey
$225K +$225K +5,867 New
MAM
174
Meeder Asset Management
Ohio
$223K – – –
CIAS
175
Capital Investment Advisory Services
North Carolina
$221K -$19K -494 -8%
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7
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