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Moelis & Co
MC

Overview Fund Activity

246 hedge funds and large institutions have $2.12B invested in Moelis & Co in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 128 increasing their positions, 70 reducing their positions, and 32 closing their positions.

Holders
246
Holders Change
-13
Holders Change %
-5.02%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
128
Reduced
70
Closed
32
Calls
$2.4M
Puts
$5.05M
Net Calls
-$2.65M
Net Calls Change
-$50K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$104M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$234M
3
RJA
3
Raymond James & Associates
Florida
$12.7M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$18M
5
Wells Fargo
5
Wells Fargo
California
$34.1M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.2M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$36.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$7.12M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
176
Raymond James Financial Services Advisors
Florida
$237K 7,012 +7,012 New
SPIA
177
Steward Partners Investment Advisory
New York
$235K 6,943 +886 +15%
PFA
178
Peak Financial Advisors
Colorado
$234K 6,911 -1,246 -15%
MML Investors Services
179
MML Investors Services
Massachusetts
$232K 6,875 +172 +3%
DADC
180
D.A. Davidson & Co
Montana
$225K 6,666 +403 +6%
VPIM
181
Vanguard Personalized Indexing Management
California
$225K 6,645 +780 +13%
CI
182
CX Institutional
Indiana
$217K 6,409 +2,258 +54%
HWMA
183
Heritage Wealth Management (Arizona)
Arizona
$216K 6,393 +577 +10%
SAM
184
Shell Asset Management
Netherlands
$211K 6,236 -1,646 -21%
CIAS
185
Capital Investment Advisory Services
North Carolina
$211K 6,249 -94 -1%
Two Sigma Advisers
186
Two Sigma Advisers
New York
$203K 6,000 -2,800 -32%
RCA
187
Riverview Capital Advisers
Massachusetts
$202K 5,980 – –
MAM
188
Meeder Asset Management
Ohio
$196K 5,804 -14 -0.2%
TRCT
189
Tower Research Capital (TRC)
New York
$193K 5,717 +3,539 +162%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$169K 5,016 +316 +7%
Citigroup
191
Citigroup
New York
$166K 4,908 -2,431 -33%
AIP
192
Ameritas Investment Partners
Nebraska
$162K 4,797 – –
Walleye Trading
193
Walleye Trading
New York
$132K 3,901 +3,901 New
MLICM
194
Metropolitan Life Insurance Company (MetLife)
New York
$132K 3,893 – –
C
195
Covestor
United Kingdom
$113K 3,349 +1,216 +57%
NICM
196
Neo Ivy Capital Management
New York
$96K 2,836 +2,836 New
EWA
197
EverSource Wealth Advisors
Alabama
$75K 2,209 -106 -5%
Allspring Global Investments
198
Allspring Global Investments
North Carolina
$73K 2,185 -315 -13%
EW
199
Evoke Wealth
California
$56K 1,650 – –
S
200
SignatureFD
Georgia
$43K 1,265 +918 +265%
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