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Moelis & Co
MC

Overview Fund Activity

350 hedge funds and large institutions have $5.26B invested in Moelis & Co in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 115 increasing their positions, 116 reducing their positions, and 41 closing their positions.

Holders
350
Holders Change
+20
Holders Change %
+6.06%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
66
Increased
115
Reduced
116
Closed
41
Calls
$9.01M
Puts
$1.36M
Net Calls
+$7.65M
Net Calls Change
+$2.78M

Top Buyers

1
MIA
1
Madison Investment Advisors
Wisconsin
$86.1M
2
Norges Bank
2
Norges Bank
Norway
$52.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$53.4M
4
Raymond James Financial
4
Raymond James Financial
Florida
$27.9M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$20.7M

Top Sellers

1
HCL
1
Heard Capital LLC
Illinois
$62.2M
2
TAM
2
Timucuan Asset Management
Florida
$148M
3
WHG
3
Westwood Holdings Group
Texas
$0
4
MAM
4
Madison Asset Management
Wisconsin
$86.1M
5
WA
5
Wasatch Advisors
Utah
$194M
Name Market Value Shares Shares
Change 		Shares
Change %
AB
151
Amalgamated Bank
New York
$1.53M 20,648 +20 +0.1%
ASRS
152
Arizona State Retirement System
Arizona
$1.51M 20,420 +163 +0.8%
Mackenzie Financial
153
Mackenzie Financial
Ontario, Canada
$1.47M 19,960 +7,697 +63%
CFO
154
Callan Family Office
Pennsylvania
$1.46M 19,808 +16,759 +550%
TC
155
TownSquare Capital
Utah
$1.44M 19,521 -4,090 -17%
Canada Pension Plan Investment Board
156
Canada Pension Plan Investment Board
Ontario, Canada
$1.44M 19,500 +19,500 New
State Board of Administration of Florida Retirement System
157
State Board of Administration of Florida Retirement System
Florida
$1.41M 19,033 – –
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$1.4M 18,927 +3,432 +22%
HCA
159
Harbor Capital Advisors
Illinois
$1.4M 18,900 -2,085 -10%
TPI
160
Trust Point Inc
Wisconsin
$1.32M 17,801 -1,175 -6%
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$1.31M 17,702 +1,278 +8%
Russell Investments Group
162
Russell Investments Group
United Kingdom
$1.28M 17,311 -1,316 -7%
New York State Teachers Retirement System (NYSTRS)
163
New York State Teachers Retirement System (NYSTRS)
New York
$1.27M 17,200 – –
OPERF
164
Oregon Public Employees Retirement Fund
Oregon
$1.23M 16,615 +66 +0.4%
CNAM
165
Campbell Newman Asset Management
Wisconsin
$1.18M 15,998 -43 -0.3%
Handelsbanken Fonder
166
Handelsbanken Fonder
Sweden
$1.18M 15,951 +4,200 +36%
SO
167
STRS Ohio
Ohio
$1.17M 15,800 +9,800 +163%
State of Tennessee, Department of Treasury
168
State of Tennessee, Department of Treasury
Tennessee
$1.16M 15,765 -3,532 -18%
PFSRSONJ
169
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.14M 15,431 +15,431 New
NERM
170
New England Research & Management
Illinois
$1.13M 15,225 +15,225 New
COPPSERS
171
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.11M 15,069 +29 +0.2%
HA
172
Harbor Advisors
Florida
$1.09M 14,800 – –
DAS
173
Diversify Advisory Services
Utah
$1.09M 15,278 -22,077 -59%
KK
174
KLP Kapitalforvaltning
Norway
$1.09M 14,700 +14,700 New
IQI
175
Integrated Quantitative Investments
Washington
$1.07M 14,500 +14,500 New
5 6
7
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