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Moelis & Co
MC

Overview Fund Activity

259 hedge funds and large institutions have $3.16B invested in Moelis & Co in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 76 increasing their positions, 89 reducing their positions, and 27 closing their positions.

Holders
259
Holders Change
+32
Holders Change %
+14.1%
% of All Funds
4.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
62
Increased
76
Reduced
89
Closed
27
Calls
$2.35M
Puts
$2.06M
Net Calls
+$293K
Net Calls Change
-$3.98M

Top Buyers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$74.5M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$38.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$20.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$301M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$91.5M

Top Sellers

1
CRM
1
Cramer Rosenthal McGlynn
Connecticut
$29M
2
MAM
2
Madison Asset Management
Wisconsin
$33.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$152M
4
ARS
4
Adirondack Retirement Specialists
New York
$16.2M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$98.3M
Name Market Value Shares Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
176
State of Wisconsin Investment Board
Wisconsin
$329K 6,000 -1,000 -14%
AA
177
ALPS Advisors
Colorado
$329K 5,998 +5,998 New
GWM
178
Geneos Wealth Management
Colorado
$320K 5,900 +500 +9%
MWNA
179
Marshall Wace North America
New York
$319K 5,819 +5,819 New
Canada Life
180
Canada Life
Manitoba, Canada
$307K 5,630 +531 +10%
SCA
181
Snowden Capital Advisors
New York
$305K 5,552 +5,552 New
TRCT
182
Tower Research Capital (TRC)
New York
$288K 5,255 +3,393 +182%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$286K 5,212 +2,277 +78%
MAM
184
Meeder Asset Management
Ohio
$284K 5,149 +5,149 New
NGA
185
Naples Global Advisors
Florida
$282K 5,145 +180 +4%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$282K 5,152 +1,058 +26%
CC
187
Cipher Capital
New York
$272K 4,956 -359 -7%
Prudential Financial
188
Prudential Financial
New Jersey
$269K 4,904 -36 -0.7%
SWA
189
SFMG Wealth Advisors
Texas
$269K 4,900 – –
MML Investors Services
190
MML Investors Services
Massachusetts
$259K 4,712 -438 -9%
DADC
191
D.A. Davidson & Co
Montana
$251K 4,582 – –
UCFA
192
United Capital Financial Advisors
Texas
$247K 4,492 +4,492 New
AIP
193
Ameritas Investment Partners
Nebraska
$243K 4,426 – –
PAMU
194
Pictet Asset Management (UK)
United Kingdom
$241K 4,400 – –
CCIA
195
Campbell & Co Investment Adviser
Maryland
$239K 4,363 +4,363 New
WSTAM
196
Wilbanks Smith & Thomas Asset Management
Virginia
$236K 4,309 -34 -0.8%
PI
197
PEAK6 Investments
Illinois
$231K 4,205 +4,205 New
SPIA
198
Steward Partners Investment Advisory
New York
$230K 4,189 -2,100 -33%
BCM
199
BTC Capital Management
Iowa
$227K 4,141 +4,141 New
HCM
200
Hilton Capital Management
New York
$220K 4,008 +4,008 New
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