MC icon

Moelis & Co
MC

Overview Fund Activity

280 hedge funds and large institutions have $4.1B invested in Moelis & Co in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 107 reducing their positions, and 35 closing their positions.

Holders
280
Holders Change
+13
Holders Change %
+4.87%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
53
Increased
84
Reduced
107
Closed
35
Calls
$3.32M
Puts
$2.53M
Net Calls
+$792K
Net Calls Change
-$1.45M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$189M
3
Norges Bank
3
Norges Bank
Norway
$41.7M
4
BlackRock
4
BlackRock
New York
$449M
5
ACL
5
Azora Capital LP
Florida
$10.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$64.4M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$398M
4
WA
4
Wasatch Advisors
Utah
$183M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$42.3M
Name Market Value Shares Shares
Change 		Shares
Change %
COPPSERS
151
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$807K 14,386 -30,121 -68%
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$805K 14,337 +3,538 +33%
AIM
153
Ausbil Investment Management
Australia
$800K 14,252 +14,252 New
Pathstone Holdings
154
Pathstone Holdings
New Jersey
$797K 14,196 +14,196 New
FF
155
Friedenthal Financial
New Jersey
$728K 12,976 +12,976 New
TPI
156
Trust Point Inc
Wisconsin
$712K 12,681 +12,681 New
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$711K 12,345 +4,894 +66%
FHB
158
First Hawaiian Bank
Hawaii
$709K 12,626 – –
ProShare Advisors
159
ProShare Advisors
Maryland
$704K 12,543 +2,383 +23%
Handelsbanken Fonder
160
Handelsbanken Fonder
Sweden
$660K 11,751 – –
QPW
161
Quantum Private Wealth
Florida
$660K 11,752 -13 -0.1%
JWS
162
Juncture Wealth Strategies
Arizona
$651K 11,599 -100 -0.9%
BC
163
Bridgefront Capital
Texas
$638K 11,363 +11,363 New
US Bancorp
164
US Bancorp
Minnesota
$630K 11,231 +2,189 +24%
NGA
165
Naples Global Advisors
Florida
$627K 11,171 -100 -0.9%
NRD
166
Nebula Research & Development
New York
$620K 11,045 +11,045 New
OIA
167
OneDigital Investment Advisors
Kansas
$586K 10,437 -267 -2%
OSAM
168
O'Shaughnessy Asset Management
Connecticut
$577K 10,277 +1,557 +18%
SPIA
169
Steward Partners Investment Advisory
New York
$570K 10,158 +551 +6%
AWM
170
Apollon Wealth Management
South Carolina
$558K 9,936 +9,936 New
CWP
171
Curated Wealth Partners
California
$540K 9,622 -198 -2%
P
172
Pitcairn
Pennsylvania
$516K 9,197 -31 -0.3%
TRCT
173
Tower Research Capital (TRC)
New York
$506K 9,023 +2,171 +32%
D.E. Shaw & Co
174
D.E. Shaw & Co
New York
$492K 8,759 +3,035 +53%
PFA
175
Peak Financial Advisors
Colorado
$475K 8,470 +820 +11%
5 6
7
8 9