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Moelis & Co
MC

Overview Fund Activity

267 hedge funds and large institutions have $3.3B invested in Moelis & Co in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 109 reducing their positions, and 22 closing their positions.

Holders
267
Holders Change
+8
Holders Change %
+3.09%
% of All Funds
4.26%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
33
Increased
91
Reduced
109
Closed
22
Calls
$3.6M
Puts
$1.36M
Net Calls
+$2.24M
Net Calls Change
+$1.53M

Top Buyers

1
BlackRock
1
BlackRock
New York
$352M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.9M
3
Northern Trust
3
Northern Trust
Illinois
$41.9M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$6.21M
5
Barclays
5
Barclays
United Kingdom
$13.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$137M
2
WA
2
Wasatch Advisors
Utah
$156M
3
Ameriprise
3
Ameriprise
Minnesota
$48.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$66.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
151
Ignite Planners
California
$687K +$687K +15,391 New
HA
152
Harbor Advisors
Florida
$668K – – –
QCM
153
Qsemble Capital Management
New York
$627K +$627K +13,900 New
CIA
154
Capital Impact Advisors
Massachusetts
$582K +$307K +6,806 +112%
FHB
155
First Hawaiian Bank
Hawaii
$570K – – –
QCM
156
QRG Capital Management
Illinois
$557K +$557K +12,353 New
SIA
157
SkyView Investment Advisors
New Jersey
$543K +$19.2K +425 +4%
TC
158
TownSquare Capital
Utah
$540K -$341K -7,556 -39%
QPW
159
Quantum Private Wealth
Florida
$531K – – –
Handelsbanken Fonder
160
Handelsbanken Fonder
Sweden
$530K – – –
JWS
161
Juncture Wealth Strategies
Arizona
$528K -$4.51K -100 -0.8%
WB
162
WesBanco Bank
West Virginia
$523K +$81.2K +1,800 +18%
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
$522K -$958K -21,230 -65%
NGA
164
Naples Global Advisors
Florida
$509K – – –
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$487K +$62.9K +1,394 +15%
OIA
166
OneDigital Investment Advisors
Kansas
$483K +$4.33K +96 +0.9%
KFP
167
KB Financial Partners
New Jersey
$483K +$4.33K +96 +0.9%
ProShare Advisors
168
ProShare Advisors
Maryland
$459K -$12.3K -273 -3%
CWP
169
Curated Wealth Partners
California
$443K – – –
SPIA
170
Steward Partners Investment Advisory
New York
$434K +$20.7K +458 +5%
PI
171
PEAK6 Investments
Illinois
$425K -$88.9K -1,970 -17%
P
172
Pitcairn
Pennsylvania
$416K +$7.63K +169 +2%
US Bancorp
173
US Bancorp
Minnesota
$408K -$21.4K -474 -5%
OSAM
174
O'Shaughnessy Asset Management
Connecticut
$394K +$6.5K +144 +2%
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$385K -$38.8K -859 -9%
5 6
7
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