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Moelis & Co
MC

Overview Fund Activity

267 hedge funds and large institutions have $3.3B invested in Moelis & Co in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+8
Holders Change %
+3.09%
% of All Funds
4.26%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
33
Increased
91
Reduced
109
Closed
22
Calls
$3.6M
Puts
$1.36M
Net Calls
+$2.24M
Net Calls Change
+$1.53M

Top Buyers

1
BlackRock
BlackRock
New York
$352M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.9M
3
Northern Trust
Northern Trust
Illinois
$41.9M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$6.21M
5
Barclays
Barclays
United Kingdom
$13.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$137M
2
WA
Wasatch Advisors
Utah
$156M
3
Ameriprise
Ameriprise
Minnesota
$48.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$66.5M
5
Morgan Stanley
Morgan Stanley
New York
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$362K -$3.84K -79 -1%
PFA
177
Peak Financial Advisors
Colorado
$345K +$52.4K +1,162 +18%
Public Employees Retirement Association of Colorado
178
Public Employees Retirement Association of Colorado
Colorado
$345K – – –
Pictet Asset Management
179
Pictet Asset Management
Switzerland
$344K +$344K +7,624 New
API
180
Advisor Partners II
California
$341K +$28.7K +637 +9%
Mariner
181
Mariner
Kansas
$340K +$13.7K +304 +4%
VI
182
Vestcor Inc
New Brunswick, Canada
$328K -$832K -18,412 -72%
Allianz Asset Management
183
Allianz Asset Management
Germany
$309K +$36.9K +817 +14%
TRCT
184
Tower Research Capital (TRC)
New York
$309K +$158K +3,503 +105%
MML Investors Services
185
MML Investors Services
Massachusetts
$308K -$29.2K -646 -9%
DADC
186
D.A. Davidson & Co
Montana
$301K – – –
AIP
187
Ameritas Investment Partners
Nebraska
$300K +$50.6K +1,121 +20%
Creative Planning
188
Creative Planning
Kansas
$281K -$24.4K -540 -8%
KWM
189
Kolinsky Wealth Management
New Jersey
$275K +$2.93K +65 +1%
CIAS
190
Capital Investment Advisory Services
North Carolina
$272K +$11.6K +256 +4%
RCA
191
Riverview Capital Advisers
Massachusetts
$270K – – –
RJFSA
192
Raymond James Financial Services Advisors
Florida
$268K +$46.7K +1,035 +21%
Truist Financial
193
Truist Financial
North Carolina
$264K +$20.1K +446 +8%
AT
194
Arden Trust
Delaware
$264K +$19.3K +428 +8%
D.E. Shaw & Co
195
D.E. Shaw & Co
New York
$258K +$258K +5,724 New
Nisa Investment Advisors
196
Nisa Investment Advisors
Missouri
$252K -$230K -5,100 -48%
XT
197
XTX Topco
Cayman Islands
$250K +$250K +5,532 New
ORC
198
O'Rourke & Company
Massachusetts
$245K -$8.95K -198 -4%
DWM
199
Drive Wealth Management
Utah
$244K -$83.4K -1,849 -26%
Teacher Retirement System of Texas
200
Teacher Retirement System of Texas
Texas
$232K +$14K +311 +6%
6 7
8
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