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Moelis & Co

293 hedge funds and large institutions have $4.13B invested in Moelis & Co in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 93 reducing their positions, and 42 closing their positions.

Holders
293
Holders Change
-14
Holders Change %
-4.56%
% of All Funds
4.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
33
Increased
116
Reduced
93
Closed
42
Calls
$6.89M
Puts
$1.5M
Net Calls
+$5.39M
Net Calls Change
+$4.6M
Name Market Value Shares Shares
Change
Shares
Change %
OIA
151
OneDigital Investment Advisors
Kansas
$776K 13,640 +2,945 +28%
Two Sigma Investments
152
Two Sigma Investments
New York
$718K 12,633 +12,633 New
FHB
153
First Hawaiian Bank
Hawaii
$718K 12,626
State of Wisconsin Investment Board
154
State of Wisconsin Investment Board
Wisconsin
$672K 11,816 -1,117 -9%
QPW
155
Quantum Private Wealth
Florida
$668K 11,752
Handelsbanken Fonder
156
Handelsbanken Fonder
Sweden
$668K 11,751
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$667K 11,735 +668 +6%
ProShare Advisors
158
ProShare Advisors
Maryland
$589K 10,359 -3,110 -23%
NGA
159
Naples Global Advisors
Florida
$578K 10,171 +325 +3%
P
160
Pitcairn
Pennsylvania
$575K 10,114 +810 +9%
WB
161
WesBanco Bank
West Virginia
$558K 9,809
AWM
162
Apollon Wealth Management
South Carolina
$540K 9,491 -146 -2%
AIMCA
163
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$529K 9,301 -18,428 -66%
Pictet Asset Management
164
Pictet Asset Management
Switzerland
$528K 9,281 -152 -2%
SPIA
165
Steward Partners Investment Advisory
New York
$525K 9,225 +110 +1%
Mariner
166
Mariner
Kansas
$520K 9,159 +857 +10%
P
167
&Partners
Tennessee
$517K 9,109 +9,109 New
Los Angeles Capital Management
168
Los Angeles Capital Management
California
$515K 9,058 +9,058 New
CWP
169
Curated Wealth Partners
California
$511K 8,987 +8,987 New
PFA
170
Peak Financial Advisors
Colorado
$497K 8,749 +34 +0.4%
SA
171
Sanctuary Advisors
Indiana
$485K 9,751 +9,751 New
US Bancorp
172
US Bancorp
Minnesota
$481K 8,466 -2,210 -21%
EP
173
Edgestream Partners
New Jersey
$479K 8,428 -4,232 -33%
I
174
InceptionR
California
$461K 8,112 +1,551 +24%
Public Employees Retirement Association of Colorado
175
Public Employees Retirement Association of Colorado
Colorado
$435K 7,648