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Moelis & Co
MC

Overview Fund Activity

272 hedge funds and large institutions have $3.21B invested in Moelis & Co in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 71 reducing their positions, and 28 closing their positions.

Holders
272
Holders Change
+13
Holders Change %
+5.02%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
41
Increased
108
Reduced
71
Closed
28
Calls
$6.07M
Puts
$7.26M
Net Calls
-$1.2M
Net Calls Change
-$1.49M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$337M
2
State Street
2
State Street
Massachusetts
$69.3M
3
LCOV
3
London Company of Virginia
Virginia
$214M
4
HCL
4
Heard Capital LLC
Illinois
$26.8M
5
WA
5
Wasatch Advisors
Utah
$57M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$122M
2
CRM
2
Cramer Rosenthal McGlynn
Connecticut
$9.45M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$59.3M
4
BlackRock
4
BlackRock
New York
$258M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$25.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$344M 6,044,339 -55,246 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$337M 5,930,486 +438,869 +8%
BlackRock
3
BlackRock
New York
$258M 4,528,434 -268,214 -6%
LCOV
4
London Company of Virginia
Virginia
$214M 3,767,835 +164,432 +5%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$151M 2,658,685 -110,999 -4%
AllianceBernstein
6
AllianceBernstein
Tennessee
$122M 2,141,605 -675,787 -24%
TAM
7
Timucuan Asset Management
Florida
$115M 2,022,562 +2,974 +0.1%
Artisan Partners
8
Artisan Partners
Wisconsin
$102M 1,796,856 +5,932 +0.3%
Federated Hermes
9
Federated Hermes
Pennsylvania
$96.7M 1,700,147 +32,664 +2%
State Street
10
State Street
Massachusetts
$69.3M 1,217,397 +169,827 +16%
WHG
11
Westwood Holdings Group
Texas
$62.7M 1,102,554 -60,895 -5%
BAMCO Inc
12
BAMCO Inc
New York
$62.6M 1,099,924 -4,065 -0.4%
VNIM
13
Vaughan Nelson Investment Management
Texas
$59.3M 1,042,197 -316,030 -23%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$58.2M 1,023,496 +141,401 +16%
WA
15
Wasatch Advisors
Utah
$57M 1,001,098 +162,381 +19%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$52.4M 920,464 -36,592 -4%
Wells Fargo
17
Wells Fargo
California
$48.1M 846,353 -208,227 -20%
RA
18
Royce & Associates
New York
$47.3M 831,235 -137,000 -14%
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
$43M 755,652 – –
EA
20
Emerald Advisers
Pennsylvania
$42.8M 752,197 -26,300 -3%
Capital World Investors
21
Capital World Investors
California
$40.9M 719,000 – –
Northern Trust
22
Northern Trust
Illinois
$37.4M 657,665 +34,227 +5%
MAM
23
Madison Asset Management
Wisconsin
$34.6M 608,740 -3,424 -0.6%
Ameriprise
24
Ameriprise
Minnesota
$31.8M 558,443 +7,702 +1%
Bank of America
25
Bank of America
North Carolina
$29.9M 526,029 +15,653 +3%
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