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Moelis & Co
MC

Overview Fund Activity

282 hedge funds and large institutions have $2.78B invested in Moelis & Co in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 96 reducing their positions, and 56 closing their positions.

Holders
282
Holders Change
-32
Holders Change %
-10.19%
% of All Funds
4.46%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
28
Increased
124
Reduced
96
Closed
56
Calls
$2.43M
Puts
$972K
Net Calls
+$1.46M
Net Calls Change
-$272K

Top Buyers

1
HCL
1
Heard Capital LLC
Illinois
$65.2M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$141M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$22.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$111M
5
WHG
5
Westwood Holdings Group
Texas
$76.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.3M
2
PAM
2
Panagora Asset Management
Massachusetts
$814K
3
SSA
3
Schonfeld Strategic Advisors
New York
$944K
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$409K
Name Market Value Shares Shares
Change 		Shares
Change %
JAM
201
Jupiter Asset Management
United Kingdom
$278K 5,933 +5,933 New
RJFSA
202
Raymond James Financial Services Advisors
Florida
$276K 5,877 -636 -10%
SGAM
203
Smith Group Asset Management
Texas
$269K 5,725 -4,105 -42%
BC
204
Bridgefront Capital
Texas
$269K 5,720 +55 +1%
SCA
205
Snowden Capital Advisors
New York
$267K 5,700 +5,700 New
Prudential Financial
206
Prudential Financial
New Jersey
$263K 5,612 +220 +4%
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$260K 5,544 +248 +5%
New York State Teachers Retirement System (NYSTRS)
208
New York State Teachers Retirement System (NYSTRS)
New York
$254K 5,400 +100 +2%
CIAS
209
Capital Investment Advisory Services
North Carolina
$244K 5,188 +853 +20%
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$242K 5,158 +519 +11%
OR
211
Olympiad Research
Connecticut
$236K 5,019 -287 -5%
CAM
212
Campion Asset Management
Virginia
$232K 4,940 – –
KAS
213
Kestra Advisory Services
Texas
$226K 4,806 +4,806 New
AIP
214
Ameritas Investment Partners
Nebraska
$225K 4,797 – –
Holocene Advisors
215
Holocene Advisors
New York
$222K 4,731 +4,731 New
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
$216K 4,597 -4,119 -47%
DADC
217
D.A. Davidson & Co
Montana
$215K 4,582 – –
ORC
218
O'Rourke & Company
Massachusetts
$215K 4,569 +6 +0.1%
UCFA
219
United Capital Financial Advisors
Texas
$215K 4,570 +72 +2%
HWMA
220
Heritage Wealth Management (Arizona)
Arizona
$213K 4,534 +4,534 New
BAM
221
Belpointe Asset Management
Nevada
$207K 4,389 +66 +2%
WSTAM
222
Wilbanks Smith & Thomas Asset Management
Virginia
$204K 4,589 +169 +4%
MLICM
223
Metropolitan Life Insurance Company (MetLife)
New York
$175K 3,718 -11,559 -76%
SOW
224
State of Wyoming
Wyoming
$167K 3,562 -503 -12%
Walleye Trading
225
Walleye Trading
New York
$158K 3,368 +3,368 New
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