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Moelis & Co
MC

Overview Fund Activity

314 hedge funds and large institutions have $3.6B invested in Moelis & Co in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 119 increasing their positions, 99 reducing their positions, and 33 closing their positions.

Holders
314
Holders Change
+24
Holders Change %
+8.28%
% of All Funds
4.85%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
60
Increased
119
Reduced
99
Closed
33
Calls
$3.18M
Puts
$1.45M
Net Calls
+$1.73M
Net Calls Change
+$794K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$159M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$401M
3
Millennium Management
3
Millennium Management
New York
$30.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$37.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$25.3M

Top Sellers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$25.4M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$91.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$120M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$348M
5
RA
5
Royce & Associates
New York
$32.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$401M 6,419,483 +413,347 +7%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$348M 5,560,101 -192,452 -3%
BlackRock
3
BlackRock
New York
$286M 4,580,783 +18,964 +0.4%
LCOV
4
London Company of Virginia
Virginia
$214M 3,420,216 -167,041 -5%
AllianceBernstein
5
AllianceBernstein
Tennessee
$159M 2,539,942 +441,909 +21%
TAM
6
Timucuan Asset Management
Florida
$128M 2,045,098 +3,472 +0.2%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$120M 1,927,229 -215,430 -10%
Federated Hermes
8
Federated Hermes
Pennsylvania
$105M 1,687,298 -139,829 -8%
Artisan Partners
9
Artisan Partners
Wisconsin
$91.5M 1,463,472 -316,897 -18%
WHG
10
Westwood Holdings Group
Texas
$82.3M 1,316,503 +72,828 +6%
State Street
11
State Street
Massachusetts
$81.9M 1,310,407 +73,419 +6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$65.4M 1,046,142 +45,889 +5%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$59.6M 953,514 +7,794 +0.8%
WA
14
Wasatch Advisors
Utah
$57.4M 917,805 -99,122 -10%
Wells Fargo
15
Wells Fargo
California
$51.1M 817,494 -27,751 -3%
BAMCO Inc
16
BAMCO Inc
New York
$49.6M 792,935 -88,394 -10%
EMFAT
17
Emerald Mutual Fund Advisers Trust
Pennsylvania
$48.1M 768,726 +13,074 +2%
EA
18
Emerald Advisers
Pennsylvania
$48M 767,336 -20,571 -3%
Capital World Investors
19
Capital World Investors
California
$44.9M 719,000 – –
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$42.6M 680,919 +9,286 +1%
Northern Trust
21
Northern Trust
Illinois
$39.2M 626,598 -2,859 -0.5%
Goldman Sachs
22
Goldman Sachs
New York
$37.7M 603,031 +304,114 +102%
Ameriprise
23
Ameriprise
Minnesota
$37.5M 600,739 +6,917 +1%
HCL
24
Heard Capital LLC
Illinois
$37.4M 598,938 +128,768 +27%
Norges Bank
25
Norges Bank
Norway
$37.4M 598,154 +45,057 +8%
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