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Moelis & Co

227 hedge funds and large institutions have $2.62B invested in Moelis & Co in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+39
Holders Change %
+20.74%
% of All Funds
4.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
63
Increased
70
Reduced
65
Closed
22
Calls
$5.43M
Puts
$1.15M
Net Calls
+$4.27M
Net Calls Change
-$708K
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$13K
LWA
202
Lenox Wealth Advisors
New York
$13K +$13K +278 New
CA
203
Clearstead Advisors
Ohio
$10K +$2.33K +50 +30%
HIA
204
Harbor Investment Advisory
Maryland
$9K
LC
205
Lindbrook Capital
California
$8K
CFN
206
Cordasco Financial Network
Florida
$6K
RPWA
207
Regent Peak Wealth Advisors
Georgia
$6K +$6K +118 New
ADIM
208
Alpha DNA Investment Management
Maryland
$6K +$6K +129 New
HR
209
Howe & Rusling
New York
$5K -$1.67K -39 -25%
WEC
210
Winslow Evans & Crocker
Massachusetts
$5K
NFG
211
Next Financial Group
Texas
$5K
RIA
212
RPG Investment Advisory
California
$5K
VCM
213
Versant Capital Management
Arizona
$5K
CFD
214
Creative Financial Designs
Indiana
$4K
PA
215
Parallel Advisors
California
$4K
AWM
216
Accel Wealth Management
Iowa
$3K +$3K +55 New
WT
217
Washington Trust
Rhode Island
$2K -$421 -8 -17%
NL
218
NVWM LLC
Pennsylvania
$2K
SIS
219
Sound Income Strategies
Florida
$2K
SSWG
220
Seven Springs Wealth Group
Tennessee
$2K +$2K +39 New
AIG
221
American International Group
New York
$1.44K -$41 -881 -3%
AssetMark Inc
222
AssetMark Inc
California
$1K -$769 -10 -43%
PMFA
223
Plante Moran Financial Advisors
Michigan
$1K
BCA
224
Berman Capital Advisors
Georgia
$1K +$43 +1 +5%
WIM
225
Westside Investment Management
California
$44