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Moelis & Co
MC

Overview Fund Activity

272 hedge funds and large institutions have $3.21B invested in Moelis & Co in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+13
Holders Change %
+5.02%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
41
Increased
108
Reduced
71
Closed
28
Calls
$6.07M
Puts
$7.26M
Net Calls
-$1.2M
Net Calls Change
-$1.49M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$337M
2
State Street
State Street
Massachusetts
$69.3M
3
LCOV
London Company of Virginia
Virginia
$214M
4
HCL
Heard Capital LLC
Illinois
$26.8M
5
WA
Wasatch Advisors
Utah
$57M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$122M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
$9.45M
3
VNIM
Vaughan Nelson Investment Management
Texas
$59.3M
4
BlackRock
BlackRock
New York
$258M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
176
Prudential Financial
New Jersey
$334K +$55.6K +979 +20%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$331K -$37.4K -657 -10%
Baird Financial Group
178
Baird Financial Group
Wisconsin
$328K +$328K +5,768 New
SCA
179
Snowden Capital Advisors
New York
$324K +$7.74K +136 +2%
Mackenzie Financial
180
Mackenzie Financial
Ontario, Canada
$312K +$312K +5,483 New
OC
181
Oppenheimer & Co
New York
$312K +$312K +5,486 New
Simplex Trading
182
Simplex Trading
Illinois
$305K +$219K +3,854 +256%
Connor, Clark & Lunn Investment Management (CC&L)
183
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$298K +$298K +5,243 New
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$297K – – –
Canada Life
185
Canada Life
Manitoba, Canada
$296K -$24.3K -427 -8%
MAM
186
Meeder Asset Management
Ohio
$293K +$455 +8 +0.2%
VF
187
Virtu Financial
New York
$291K +$291K +5,113 New
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$289K -$3.12K -55 -1%
SWA
189
SFMG Wealth Advisors
Texas
$279K – – –
HSBC Holdings
190
HSBC Holdings
United Kingdom
$274K -$837K -14,713 -75%
AIP
191
Ameritas Investment Partners
Nebraska
$273K +$21.1K +371 +8%
MML Investors Services
192
MML Investors Services
Massachusetts
$264K -$4.04K -71 -2%
DADC
193
D.A. Davidson & Co
Montana
$261K – – –
KAS
194
Kestra Advisory Services
Texas
$261K +$261K +4,582 New
UCFA
195
United Capital Financial Advisors
Texas
$256K – – –
New York State Teachers Retirement System (NYSTRS)
196
New York State Teachers Retirement System (NYSTRS)
New York
$256K +$154K +2,700 +150%
Russell Investments Group
197
Russell Investments Group
United Kingdom
$251K -$1.19M -20,897 -83%
WSTAM
198
Wilbanks Smith & Thomas Asset Management
Virginia
$251K +$6.3K +111 +3%
PAMU
199
Pictet Asset Management (UK)
United Kingdom
$250K – – –
Victory Capital Management
200
Victory Capital Management
Texas
$243K -$131K -2,300 -35%
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8
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