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Moelis & Co
MC

Overview Fund Activity

282 hedge funds and large institutions have $2.78B invested in Moelis & Co in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 96 reducing their positions, and 56 closing their positions.

Holders
282
Holders Change
-32
Holders Change %
-10.19%
% of All Funds
4.46%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
28
Increased
124
Reduced
96
Closed
56
Calls
$2.43M
Puts
$972K
Net Calls
+$1.46M
Net Calls Change
-$272K

Top Buyers

1
HCL
1
Heard Capital LLC
Illinois
$65.2M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$141M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$22.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$111M
5
WHG
5
Westwood Holdings Group
Texas
$76.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.3M
2
PAM
2
Panagora Asset Management
Massachusetts
$814K
3
SSA
3
Schonfeld Strategic Advisors
New York
$944K
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$409K
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$410K 8,723 +254 +3%
Acadian Asset Management
177
Acadian Asset Management
Massachusetts
$409K 8,732 -188,593 -96%
GC
178
Globeflex Capital
California
$406K 8,638 -2,694 -24%
Canada Life
179
Canada Life
Manitoba, Canada
$402K 8,198 +2,262 +38%
IA
180
IndexIQ Advisors
New York
$399K 8,500 +248 +3%
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$382K 8,145 +914 +13%
QPW
182
Quantum Private Wealth
Florida
$378K 8,071 – –
TI
183
Trexquant Investment
Connecticut
$373K 7,945 -12,701 -62%
SAM
184
Shell Asset Management
Netherlands
$370K 7,873 +955 +14%
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$359K 7,648 – –
HW
186
Hancock Whitney
Mississippi
$352K 7,506 -663 -8%
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$351K 7,478 +3,653 +96%
US Bancorp
188
US Bancorp
Minnesota
$348K 7,401 +620 +9%
P
189
Pitcairn
Pennsylvania
$347K 7,394 -134 -2%
SIA
190
SkyView Investment Advisors
New Jersey
$346K 7,378 +2,815 +62%
KFP
191
KB Financial Partners
New Jersey
$325K 6,923 +1,660 +32%
BCM
192
BTC Capital Management
Iowa
$315K 6,709 +582 +9%
EGM
193
Engineers Gate Manager
New York
$314K 6,691 -38,741 -85%
Mackenzie Financial
194
Mackenzie Financial
Ontario, Canada
$311K 6,620 +183 +3%
Baird Financial Group
195
Baird Financial Group
Wisconsin
$310K 6,601 -208 -3%
XT
196
XTX Topco
Cayman Islands
$306K 6,518 +6,518 New
CAN
197
Cetera Advisor Networks
California
$299K 6,366 +828 +15%
SPIA
198
Steward Partners Investment Advisory
New York
$291K 6,203 +2,640 +74%
RCA
199
Riverview Capital Advisers
Massachusetts
$281K 5,980 – –
MML Investors Services
200
MML Investors Services
Massachusetts
$279K 5,936 -38 -0.6%
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8
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