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Moelis & Co
MC

Overview Fund Activity

280 hedge funds and large institutions have $4.1B invested in Moelis & Co in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 107 reducing their positions, and 35 closing their positions.

Holders
280
Holders Change
+13
Holders Change %
+4.87%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
53
Increased
84
Reduced
107
Closed
35
Calls
$3.32M
Puts
$2.53M
Net Calls
+$792K
Net Calls Change
-$1.45M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$189M
3
Norges Bank
3
Norges Bank
Norway
$41.7M
4
BlackRock
4
BlackRock
New York
$449M
5
ACL
5
Azora Capital LP
Florida
$10.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$64.4M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$398M
4
WA
4
Wasatch Advisors
Utah
$183M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$42.3M
Name Market Value Shares Shares
Change 		Shares
Change %
VI
201
Versor Investments
New York
$275K 4,901 +4,901 New
RJFSA
202
Raymond James Financial Services Advisors
Florida
$268K 4,773 -1,155 -19%
AAM
203
Advisors Asset Management
Colorado
$263K 4,679 -80 -2%
KIA
204
KLR Investment Advisors
Rhode Island
$262K 4,665 +4,665 New
DA
205
Duality Advisers
Florida
$256K 4,568 -24,967 -85%
IWC
206
Integrated Wealth Concepts
Massachusetts
$256K 4,555 -133 -3%
Envestnet Portfolio Solutions
207
Envestnet Portfolio Solutions
Illinois
$255K 4,534 -162 -3%
TW
208
TritonPoint Wealth
Maryland
$252K 4,492 +4,492 New
FA
209
FDx Advisors
Illinois
$252K 4,494 -65 -1%
SO
210
STRS Ohio
Ohio
$252K 4,500 +900 +25%
SCA
211
Snowden Capital Advisors
New York
$248K 4,417 -266 -6%
CGH
212
Crossmark Global Holdings
Texas
$246K 4,383 +4,383 New
RJT
213
Raymond James Trust
Florida
$242K 4,307 -212 -5%
SRL
214
Scientech Research LLC
New Jersey
$240K 4,280 +4,280 New
PA
215
Profund Advisors
Maryland
$239K 4,258 +4,258 New
CIBC Asset Management
216
CIBC Asset Management
Ontario, Canada
$237K 4,228 +4,228 New
Mackenzie Financial
217
Mackenzie Financial
Ontario, Canada
$237K 4,223 +4,223 New
X
218
Xponance
Pennsylvania
$228K 4,063 +4,063 New
Franklin Resources
219
Franklin Resources
California
$227K 4,037 +4,037 New
BAM
220
Blueshift Asset Management
New Jersey
$218K 3,876 +3,876 New
SAM
221
Shell Asset Management
Netherlands
$216K 3,852 -1,165 -23%
MLICM
222
Metropolitan Life Insurance Company (MetLife)
New York
$216K 3,848 – –
ATC
223
Argent Trust Co
Tennessee
$216K 3,845 +3,845 New
CAN
224
Cetera Advisor Networks
California
$212K 3,774 +3,774 New
CC
225
Centiva Capital
New York
$211K 3,757 +3,757 New
7 8
9
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