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Moelis & Co
MC

Overview Fund Activity

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.

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

Top Buyers

1
BlackRock
1
BlackRock
New York
$218M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$63.8M
3
ARS
3
Adirondack Retirement Specialists
New York
$13.9M
4
Millennium Management
4
Millennium Management
New York
$16.1M
5
WA
5
Wasatch Advisors
Utah
$47M

Top Sellers

1
BAMCO Inc
1
BAMCO Inc
New York
$51.7M
2
CCM
2
Causeway Capital Management
California
$0
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$28.4M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$137M
5
PF
5
Phoenix Financial
Israel
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$287M 6,127,545 +3,259 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$240M 5,125,241 +156,399 +3%
BlackRock
3
BlackRock
New York
$218M 4,653,432 +637,073 +16%
LCOV
4
London Company of Virginia
Virginia
$170M 3,636,287 -34,266 -0.9%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$141M 3,010,027 -14,798 -0.5%
AllianceBernstein
6
AllianceBernstein
Tennessee
$137M 2,930,751 -315,578 -10%
TAM
7
Timucuan Asset Management
Florida
$92.9M 1,987,689 +96,599 +5%
Artisan Partners
8
Artisan Partners
Wisconsin
$92.8M 1,984,998 +16,008 +0.8%
Federated Hermes
9
Federated Hermes
Pennsylvania
$63.8M 1,365,000 +300,000 +28%
Wells Fargo
10
Wells Fargo
California
$52.3M 1,118,399 -40,542 -3%
BAMCO Inc
11
BAMCO Inc
New York
$51.7M 1,106,189 -750,000 -40%
WHG
12
Westwood Holdings Group
Texas
$51M 1,090,449 -164,537 -13%
State Street
13
State Street
Massachusetts
$50.5M 1,079,319 +9,594 +0.9%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$48.9M 1,046,396 -35,244 -3%
WA
15
Wasatch Advisors
Utah
$47M 1,005,195 +209,724 +26%
RA
16
Royce & Associates
New York
$46.7M 998,948 -12,703 -1%
CRM
17
Cramer Rosenthal McGlynn
Connecticut
$43M 919,714 -60,533 -6%
MAM
18
Madison Asset Management
Wisconsin
$42.8M 914,666 +21,234 +2%
EA
19
Emerald Advisers
Pennsylvania
$38.7M 827,636 +12,786 +2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$37.4M 798,840 +54,269 +7%
EMFAT
21
Emerald Mutual Fund Advisers Trust
Pennsylvania
$34.7M 741,792 +38,780 +6%
Capital World Investors
22
Capital World Investors
California
$33.6M 719,000 – –
Northern Trust
23
Northern Trust
Illinois
$31.1M 665,762 -24,649 -4%
VNIM
24
Vaughan Nelson Investment Management
Texas
$28.4M 608,397 -448,175 -42%
Bank of America
25
Bank of America
North Carolina
$25M 534,488 -18,966 -3%
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