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Moelis & Co
MC

Overview Fund Activity

280 hedge funds and large institutions have $4.1B invested in Moelis & Co in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 107 reducing their positions, and 35 closing their positions.

Holders
280
Holders Change
+13
Holders Change %
+4.87%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
53
Increased
84
Reduced
107
Closed
35
Calls
$3.32M
Puts
$2.53M
Net Calls
+$792K
Net Calls Change
-$1.45M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$189M
3
Norges Bank
3
Norges Bank
Norway
$41.7M
4
BlackRock
4
BlackRock
New York
$449M
5
ACL
5
Azora Capital LP
Florida
$10.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$64.4M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$398M
4
WA
4
Wasatch Advisors
Utah
$183M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$42.3M
Name Market Value Shares Shares
Change 		Shares
Change %
EGM
176
Engineers Gate Manager
New York
$466K 8,300 +8,300 New
JFG
177
Jefferies Financial Group
New York
$462K 8,223 +8,223 New
Mariner
178
Mariner
Kansas
$452K 8,053 +527 +7%
ECM
179
Everence Capital Management
Indiana
$432K 7,690 – –
Public Employees Retirement Association of Colorado
180
Public Employees Retirement Association of Colorado
Colorado
$429K 7,648 – –
Pictet Asset Management
181
Pictet Asset Management
Switzerland
$428K 7,624 – –
MML Investors Services
182
MML Investors Services
Massachusetts
$426K 7,587 +769 +11%
DADC
183
D.A. Davidson & Co
Montana
$396K 7,056 +390 +6%
AIP
184
Ameritas Investment Partners
Nebraska
$388K 6,920 +278 +4%
Allianz Asset Management
185
Allianz Asset Management
Germany
$386K 6,869 +17 +0.2%
CIAS
186
Capital Investment Advisory Services
North Carolina
$378K 6,728 +705 +12%
Two Sigma Investments
187
Two Sigma Investments
New York
$362K 6,454 +6,454 New
AT
188
Arden Trust
Delaware
$356K 6,340 +486 +8%
Creative Planning
189
Creative Planning
Kansas
$340K 6,066 -165 -3%
KWM
190
Kolinsky Wealth Management
New Jersey
$340K 6,057 -27 -0.4%
RCA
191
Riverview Capital Advisers
Massachusetts
$336K 5,980 – –
Truist Financial
192
Truist Financial
North Carolina
$331K 5,891 +34 +0.6%
PI
193
PEAK6 Investments
Illinois
$319K 5,683 -3,729 -40%
ORC
194
O'Rourke & Company
Massachusetts
$317K 5,644 +221 +4%
Cerity Partners
195
Cerity Partners
New York
$309K 5,509 +5,509 New
VI
196
Vestcor Inc
New Brunswick, Canada
$308K 5,492 -1,770 -24%
VPIM
197
Vanguard Personalized Indexing Management
California
$304K 5,418 +472 +10%
ET
198
Entropy Technologies
New York
$286K 5,095 +5,095 New
WSTAM
199
Wilbanks Smith & Thomas Asset Management
Virginia
$279K 4,970 – –
HWMA
200
Heritage Wealth Management (Arizona)
Arizona
$276K 4,926 +4,926 New
6 7
8
9 10