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Moelis & Co

259 hedge funds and large institutions have $3.16B invested in Moelis & Co in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 76 increasing their positions, 89 reducing their positions, and 27 closing their positions.

Holders
259
Holders Change
+32
Holders Change %
+14.1%
% of All Funds
4.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
62
Increased
76
Reduced
89
Closed
27
Calls
$2.35M
Puts
$2.06M
Net Calls
+$293K
Net Calls Change
-$3.98M
Name Market Value Shares Shares
Change
Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$335M 6,099,585 -27,960 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$301M 5,491,617 +366,376 +7%
BlackRock
3
BlackRock
New York
$263M 4,796,648 +143,216 +3%
LCOV
4
London Company of Virginia
Virginia
$198M 3,603,403 -32,884 -0.9%
AllianceBernstein
5
AllianceBernstein
Tennessee
$155M 2,817,392 -113,359 -4%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$152M 2,769,684 -240,343 -8%
TAM
7
Timucuan Asset Management
Florida
$111M 2,019,588 +31,899 +2%
Artisan Partners
8
Artisan Partners
Wisconsin
$98.3M 1,790,924 -194,074 -10%
Federated Hermes
9
Federated Hermes
Pennsylvania
$91.5M 1,667,483 +302,483 +22%
VNIM
10
Vaughan Nelson Investment Management
Texas
$74.5M 1,358,227 +749,830 +123%
WHG
11
Westwood Holdings Group
Texas
$63.9M 1,163,449 +73,000 +7%
BAMCO Inc
12
BAMCO Inc
New York
$60.6M 1,103,989 -2,200 -0.2%
Wells Fargo
13
Wells Fargo
California
$57.9M 1,054,580 -63,819 -6%
State Street
14
State Street
Massachusetts
$57.5M 1,047,570 -31,749 -3%
RA
15
Royce & Associates
New York
$53.1M 968,235 -30,713 -3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$52.5M 957,056 -89,340 -9%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$48.4M 882,095 +83,255 +10%
WA
18
Wasatch Advisors
Utah
$46M 838,717 -166,478 -17%
EA
19
Emerald Advisers
Pennsylvania
$42.7M 778,497 -49,139 -6%
EMFAT
20
Emerald Mutual Fund Advisers Trust
Pennsylvania
$41.5M 755,652 +13,860 +2%
Capital World Investors
21
Capital World Investors
California
$39.5M 719,000
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$38.3M 697,599 +385,624 +124%
Northern Trust
23
Northern Trust
Illinois
$34.2M 623,438 -42,324 -6%
MAM
24
Madison Asset Management
Wisconsin
$33.6M 612,164 -302,502 -33%
Ameriprise
25
Ameriprise
Minnesota
$30.2M 550,741 +40,466 +8%