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Moelis & Co
MC

Overview Fund Activity

290 hedge funds and large institutions have $3.47B invested in Moelis & Co in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+18
Holders Change %
+6.62%
% of All Funds
5.09%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
48
Increased
103
Reduced
86
Closed
28
Calls
$4.65M
Puts
$3.71M
Net Calls
+$938K
Net Calls Change
+$2.13M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$41.6M
2
PAM
Panagora Asset Management
Massachusetts
$9.64M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$8.83M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$14.2M
5
WHG
Westwood Holdings Group
Texas
$76.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$133M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$356M
3
BAMCO Inc
BAMCO Inc
New York
$54.5M
4
VNIM
Vaughan Nelson Investment Management
Texas
$51.8M
5
LCOV
London Company of Virginia
Virginia
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
176
ProShare Advisors
Maryland
$485K -$497K -8,031 -51%
DCM
177
Dupont Capital Management
Delaware
$482K -$68.2K -1,102 -12%
Public Employees Retirement Association of Colorado
178
Public Employees Retirement Association of Colorado
Colorado
$473K – – –
P
179
Pitcairn
Pennsylvania
$470K +$7.47K +121 +2%
Skandinaviska Enskilda Banken (SEB)
180
Skandinaviska Enskilda Banken (SEB)
Sweden
$445K – – –
CWP
181
Curated Wealth Partners
California
$445K – – –
US Bancorp
182
US Bancorp
Minnesota
$436K -$10.1K -164 -2%
Mackenzie Financial
183
Mackenzie Financial
Ontario, Canada
$432K +$92.8K +1,500 +27%
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$430K +$430K +6,942 New
SW
185
SVB Wealth
Massachusetts
$419K -$684K -11,055 -62%
PP
186
PDT Partners
New York
$417K +$417K +6,733 New
Baird Financial Group
187
Baird Financial Group
Wisconsin
$411K +$54.9K +889 +15%
Prudential Financial
188
Prudential Financial
New Jersey
$400K +$35.4K +571 +10%
TRCT
189
Tower Research Capital (TRC)
New York
$400K +$259K +4,182 +184%
OAM
190
Origin Asset Management
United Kingdom
$393K -$989K -16,000 -72%
State of Wisconsin Investment Board
191
State of Wisconsin Investment Board
Wisconsin
$371K – – –
AA
192
ALPS Advisors
Colorado
$365K -$6.44K -104 -2%
Janus Henderson Group
193
Janus Henderson Group
United Kingdom
$363K +$363K +5,863 New
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$360K – – –
MML Investors Services
195
MML Investors Services
Massachusetts
$357K +$69.6K +1,123 +24%
FPS
196
Fieldpoint Private Securities
Connecticut
$350K +$213K +3,448 +156%
SCA
197
Snowden Capital Advisors
New York
$349K -$2.78K -45 -0.8%
SFI
198
Susquehanna Fundamental Investments
Pennsylvania
$345K -$1.03M -16,621 -75%
WI
199
WBI Investments
New Jersey
$339K -$348K -5,636 -51%
CM
200
Capula Management
Cayman Islands
$331K +$97.6K +1,575 +42%
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