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Moelis & Co
MC

Overview Fund Activity

290 hedge funds and large institutions have $3.47B invested in Moelis & Co in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+18
Holders Change %
+6.62%
% of All Funds
5.09%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
48
Increased
103
Reduced
86
Closed
28
Calls
$4.65M
Puts
$3.71M
Net Calls
+$938K
Net Calls Change
+$2.13M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$41.6M
2
PAM
Panagora Asset Management
Massachusetts
$9.64M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$8.83M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$14.2M
5
WHG
Westwood Holdings Group
Texas
$76.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$133M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$356M
3
BAMCO Inc
BAMCO Inc
New York
$54.5M
4
VNIM
Vaughan Nelson Investment Management
Texas
$51.8M
5
LCOV
London Company of Virginia
Virginia
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
201
Geneos Wealth Management
Colorado
$327K -$55K -850 -14%
Canada Life
202
Canada Life
Manitoba, Canada
$324K – – –
New York State Teachers Retirement System (NYSTRS)
203
New York State Teachers Retirement System (NYSTRS)
New York
$322K +$43.3K +700 +16%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$321K +$6K +97 +2%
SWA
205
SFMG Wealth Advisors
Texas
$317K +$13.7K +221 +5%
PI
206
PEAK6 Investments
Illinois
$313K +$213K +3,446 +214%
AIP
207
Ameritas Investment Partners
Nebraska
$297K – – –
SIA
208
SkyView Investment Advisors
New Jersey
$290K +$290K +4,682 New
DADC
209
D.A. Davidson & Co
Montana
$283K – – –
KAS
210
Kestra Advisory Services
Texas
$281K -$2.73K -44 -1%
UCFA
211
United Capital Financial Advisors
Texas
$278K – – –
CAM
212
Campion Asset Management
Virginia
$274K +$274K +4,425 New
WSTAM
213
Wilbanks Smith & Thomas Asset Management
Virginia
$273K – – –
PAMS
214
Pictet Asset Management (Switzerland)
Switzerland
$272K +$272K +4,400 New
KFP
215
KB Financial Partners
New Jersey
$267K +$35.6K +575 +15%
BAM
216
Belpointe Asset Management
Nevada
$264K +$50.3K +817 +24%
Simplex Trading
217
Simplex Trading
Illinois
$259K -$46.2K -811 -15%
VV
218
Verity & Verity
South Carolina
$254K +$254K +3,299 New
CANY
219
Caxton Associates (New York)
New York
$253K – – –
Victory Capital Management
220
Victory Capital Management
Texas
$251K -$14.1K -227 -5%
CAN
221
Cetera Advisor Networks
California
$249K +$249K +4,030 New
TI
222
Trexquant Investment
Connecticut
$246K +$246K +3,979 New
State of Tennessee, Department of Treasury
223
State of Tennessee, Department of Treasury
Tennessee
$236K -$13.9K -224 -6%
SAM
224
Sawgrass Asset Management
Florida
$233K +$233K +3,770 New
NB
225
Northwest Bancshares
Pennsylvania
$232K – – –
7 8
9
10 11