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Moelis & Co
MC

Overview Fund Activity

244 hedge funds and large institutions have $2.53B invested in Moelis & Co in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 83 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+4
Holders Change %
+1.67%
% of All Funds
3.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
98
Reduced
83
Closed
21
Calls
$1.88M
Puts
$1.59M
Net Calls
+$289K
Net Calls Change
-$106K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$174M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$53.1M
3
MAM
3
Madison Asset Management
Wisconsin
$50M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$18.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$36.5M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$95.1M
3
WHG
3
Westwood Holdings Group
Texas
$53.9M
4
BlackRock
4
BlackRock
New York
$206M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$88.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
151
Steward Partners Investment Advisory
New York
$386K +$54.1K +1,408 +16%
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
$381K -$120K -3,134 -24%
CWP
153
Curated Wealth Partners
California
$377K – – –
WB
154
WesBanco Bank
West Virginia
$377K -$43.6K -1,132 -10%
P
155
Pitcairn
Pennsylvania
$365K -$653 -17 -0.2%
LCM
156
Legato Capital Management
California
$364K -$203K -5,277 -36%
JWS
157
Juncture Wealth Strategies
Arizona
$361K +$119K +3,100 +49%
BCM
158
Bayesian Capital Management
New York
$347K +$347K +9,019 New
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$325K -$85.5K -2,224 -21%
DWM
160
Drive Wealth Management
Utah
$318K -$37.7K -982 -11%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$316K +$30.8K +801 +11%
PAM
162
Panagora Asset Management
Massachusetts
$304K -$231K -6,017 -43%
AB
163
Amalgamated Bank
New York
$303K -$53.5K -1,393 -15%
CIA
164
Capital Impact Advisors
Massachusetts
$303K – – –
Mariner
165
Mariner
Kansas
$302K +$72.6K +1,887 +32%
Public Employees Retirement Association of Colorado
166
Public Employees Retirement Association of Colorado
Colorado
$294K – – –
DCM
167
DGS Capital Management
New Jersey
$290K -$22.8K -592 -7%
ProShare Advisors
168
ProShare Advisors
Maryland
$288K -$26.9K -700 -9%
Teacher Retirement System of Texas
169
Teacher Retirement System of Texas
Texas
$273K -$84.5K -2,201 -24%
MML Investors Services
170
MML Investors Services
Massachusetts
$269K -$7.99K -208 -3%
PAMS
171
Pictet Asset Management (Switzerland)
Switzerland
$265K -$43.8K -1,140 -14%
Mitsubishi UFJ Trust & Banking
172
Mitsubishi UFJ Trust & Banking
Japan
$252K +$18.8K +489 +8%
DADC
173
D.A. Davidson & Co
Montana
$248K – – –
PFA
174
Peak Financial Advisors
Colorado
$245K -$999 -26 -0.4%
PA
175
Parallel Advisors
California
$239K -$35.3K -918 -13%
5 6
7
8 9