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Moelis & Co

314 hedge funds and large institutions have $3.6B invested in Moelis & Co in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 119 increasing their positions, 99 reducing their positions, and 33 closing their positions.

Holders
314
Holders Change
+24
Holders Change %
+8.28%
% of All Funds
4.85%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
60
Increased
119
Reduced
99
Closed
33
Calls
$3.18M
Puts
$1.45M
Net Calls
+$1.73M
Net Calls Change
+$794K
Name Market Value Shares Shares
Change
Shares
Change %
Zurich Cantonal Bank
201
Zurich Cantonal Bank
Switzerland
$452K 7,231 +1,415 +24%
CWP
202
Curated Wealth Partners
California
$450K 7,199
SAM
203
Shell Asset Management
Netherlands
$432K 6,918 +6,918 New
Baird Financial Group
204
Baird Financial Group
Wisconsin
$426K 6,809 +152 +2%
US Bancorp
205
US Bancorp
Minnesota
$424K 6,781 -271 -4%
Prudential Financial
206
Prudential Financial
New Jersey
$410K 5,392 -1,062 -16%
RJFSA
207
Raymond James Financial Services Advisors
Florida
$407K 6,513 +6,513 New
Mackenzie Financial
208
Mackenzie Financial
Ontario, Canada
$402K 6,437 -546 -8%
OAM
209
Origin Asset Management
United Kingdom
$397K 6,359
BCM
210
BTC Capital Management
Iowa
$385K 6,127 +6,127 New
AA
211
ALPS Advisors
Colorado
$376K 6,014 +120 +2%
LCS
212
Levin Capital Strategies
New York
$375K 6,000 +6,000 New
RCA
213
Riverview Capital Advisers
Massachusetts
$374K 5,980 +5,980 New
MML Investors Services
214
MML Investors Services
Massachusetts
$373K 5,974 +210 +4%
Canada Life
215
Canada Life
Manitoba, Canada
$370K 5,936 +733 +14%
BC
216
Bridgefront Capital
Texas
$354K 5,665 +5,665 New
SIA
217
SkyView Investment Advisors
New Jersey
$353K 4,563 -119 -3%
CAN
218
Cetera Advisor Networks
California
$346K 5,538 +1,508 +37%
OSAM
219
O'Shaughnessy Asset Management
Connecticut
$346K 5,535 +1,999 +57%
FRM
220
Fox Run Management
Connecticut
$342K 5,477 +5,477 New
KWM
221
Kingsview Wealth Management
Oregon
$334K 5,350 +5,350 New
OR
222
Olympiad Research
Connecticut
$332K 5,306 +5,306 New
New York State Teachers Retirement System (NYSTRS)
223
New York State Teachers Retirement System (NYSTRS)
New York
$331K 5,300 +100 +2%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$331K 5,296 +102 +2%
KFP
225
KB Financial Partners
New Jersey
$329K 5,263 +947 +22%