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Moelis & Co
MC

Overview Fund Activity

290 hedge funds and large institutions have $3.47B invested in Moelis & Co in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 86 reducing their positions, and 28 closing their positions.

Holders
290
Holders Change
+18
Holders Change %
+6.62%
% of All Funds
5.09%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
48
Increased
103
Reduced
86
Closed
28
Calls
$4.65M
Puts
$3.71M
Net Calls
+$938K
Net Calls Change
+$2.13M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$41.6M
2
PAM
2
Panagora Asset Management
Massachusetts
$9.64M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$8.83M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$14.2M
5
WHG
5
Westwood Holdings Group
Texas
$76.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$133M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$356M
3
BAMCO Inc
3
BAMCO Inc
New York
$54.5M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$51.8M
5
LCOV
5
London Company of Virginia
Virginia
$222M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$372M 6,006,136 +75,650 +1%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$356M 5,752,553 -291,786 -5%
BlackRock
3
BlackRock
New York
$282M 4,561,819 +33,385 +0.7%
LCOV
4
London Company of Virginia
Virginia
$222M 3,587,257 -180,578 -5%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$133M 2,142,659 -516,026 -19%
AllianceBernstein
6
AllianceBernstein
Tennessee
$130M 2,098,033 -43,572 -2%
TAM
7
Timucuan Asset Management
Florida
$126M 2,041,626 +19,064 +0.9%
Federated Hermes
8
Federated Hermes
Pennsylvania
$113M 1,827,127 +126,980 +7%
Artisan Partners
9
Artisan Partners
Wisconsin
$110M 1,780,369 -16,487 -0.9%
WHG
10
Westwood Holdings Group
Texas
$76.9M 1,243,675 +141,121 +13%
State Street
11
State Street
Massachusetts
$76.5M 1,236,988 +19,591 +2%
WA
12
Wasatch Advisors
Utah
$62.9M 1,016,927 +15,829 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$61.9M 1,000,253 -23,243 -2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$58.5M 945,720 +25,256 +3%
BAMCO Inc
15
BAMCO Inc
New York
$54.5M 881,329 -218,595 -20%
Wells Fargo
16
Wells Fargo
California
$52.3M 845,245 -1,108 -0.1%
VNIM
17
Vaughan Nelson Investment Management
Texas
$51.8M 837,942 -204,255 -20%
EA
18
Emerald Advisers
Pennsylvania
$48.7M 787,907 +35,710 +5%
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
$46.8M 755,652 – –
Capital World Investors
20
Capital World Investors
California
$44.5M 719,000 – –
RA
21
Royce & Associates
New York
$43.7M 706,834 -124,401 -15%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$41.6M 671,633 +230,909 +52%
Northern Trust
23
Northern Trust
Illinois
$38.9M 629,457 -28,208 -4%
MAM
24
Madison Asset Management
Wisconsin
$37.6M 608,517 -223 -0%
Ameriprise
25
Ameriprise
Minnesota
$36.6M 593,822 +35,379 +6%
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