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Moelis & Co
MC

Overview Fund Activity

350 hedge funds and large institutions have $5.26B invested in Moelis & Co in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 115 increasing their positions, 116 reducing their positions, and 41 closing their positions.

Holders
350
Holders Change
+20
Holders Change %
+6.06%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
66
Increased
115
Reduced
116
Closed
41
Calls
$9.01M
Puts
$1.36M
Net Calls
+$7.65M
Net Calls Change
+$2.78M

Top Buyers

1
MIA
1
Madison Investment Advisors
Wisconsin
$86.1M
2
Norges Bank
2
Norges Bank
Norway
$52.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$53.4M
4
Raymond James Financial
4
Raymond James Financial
Florida
$27.9M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$20.7M

Top Sellers

1
HCL
1
Heard Capital LLC
Illinois
$62.2M
2
TAM
2
Timucuan Asset Management
Florida
$148M
3
WHG
3
Westwood Holdings Group
Texas
$0
4
MAM
4
Madison Asset Management
Wisconsin
$86.1M
5
WA
5
Wasatch Advisors
Utah
$194M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
176
SkyView Investment Advisors
New Jersey
$1.07M 14,448 +282 +2%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$1.05M 14,244 -3,978 -22%
JFG
178
Jefferies Financial Group
New York
$1.04M 14,039 +14,039 New
OIA
179
OneDigital Investment Advisors
Kansas
$1.03M 13,901 +89 +0.6%
Los Angeles Capital Management
180
Los Angeles Capital Management
California
$973K 13,167 +919 +8%
Cerity Partners
181
Cerity Partners
New York
$958K 13,562 -283 -2%
SA
182
Sanctuary Advisors
Indiana
$944K 12,139 -75 -0.6%
FHB
183
First Hawaiian Bank
Hawaii
$933K 12,626 – –
OFG
184
OmniStar Financial Group
North Carolina
$896K 12,116 -536 -4%
NRD
185
Nebula Research & Development
New York
$872K 11,799 +11,799 New
QPW
186
Quantum Private Wealth
Florida
$868K 11,752 – –
ICP
187
Impact Capital Partners
Colorado
$820K 11,097 +11,097 New
ANTB
188
AMG National Trust Bank
Colorado
$807K 10,876 -5,404 -33%
State of Wisconsin Investment Board
189
State of Wisconsin Investment Board
Wisconsin
$787K 10,654 -1,362 -11%
US Bancorp
190
US Bancorp
Minnesota
$771K 10,437 -285 -3%
SOW
191
State of Wyoming
Wyoming
$771K 10,437 +8,770 +526%
Osaic Holdings
192
Osaic Holdings
Arizona
$771K 10,435 +6,478 +164%
NGA
193
Naples Global Advisors
Florida
$751K 10,171 – –
CIP
194
Cornerstone Investment Partners
Georgia
$750K 10,154 -1,171 -10%
Pictet Asset Management
195
Pictet Asset Management
Switzerland
$732K 9,903 -193 -2%
FCM
196
Fieldview Capital Management
Michigan
$727K 9,840 +9,840 New
SPIA
197
Steward Partners Investment Advisory
New York
$720K 9,744 +2 +0%
P
198
Pitcairn
Pennsylvania
$716K 9,687 +257 +3%
ATC
199
Argent Trust Co
Tennessee
$708K 9,589 +2,169 +29%
SFI
200
Susquehanna Fundamental Investments
Pennsylvania
$663K 8,969 +8,969 New
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8
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