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Moelis & Co
MC

Overview Fund Activity

282 hedge funds and large institutions have $2.78B invested in Moelis & Co in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 96 reducing their positions, and 56 closing their positions.

Holders
282
Holders Change
-32
Holders Change %
-10.19%
% of All Funds
4.46%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
28
Increased
124
Reduced
96
Closed
56
Calls
$2.43M
Puts
$972K
Net Calls
+$1.46M
Net Calls Change
-$272K

Top Buyers

1
HCL
1
Heard Capital LLC
Illinois
$65.2M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$141M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$22.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$111M
5
WHG
5
Westwood Holdings Group
Texas
$76.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.3M
2
PAM
2
Panagora Asset Management
Massachusetts
$814K
3
SSA
3
Schonfeld Strategic Advisors
New York
$944K
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$409K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$312M 6,645,142 +225,659 +4%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$253M 5,378,177 -181,924 -3%
BlackRock
3
BlackRock
New York
$225M 4,792,004 +211,221 +5%
LCOV
4
London Company of Virginia
Virginia
$159M 3,394,703 -25,513 -0.7%
AllianceBernstein
5
AllianceBernstein
Tennessee
$141M 2,997,378 +457,436 +18%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$111M 2,354,901 +427,672 +22%
TAM
7
Timucuan Asset Management
Florida
$108M 2,297,731 +252,633 +12%
WHG
8
Westwood Holdings Group
Texas
$76.4M 1,627,474 +310,971 +24%
Federated Hermes
9
Federated Hermes
Pennsylvania
$71.5M 1,523,864 -163,434 -10%
Artisan Partners
10
Artisan Partners
Wisconsin
$70.3M 1,497,270 +33,798 +2%
HCL
11
Heard Capital LLC
Illinois
$65.2M 1,388,860 +789,922 +132%
State Street
12
State Street
Massachusetts
$61.2M 1,303,859 -6,548 -0.5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$51M 1,086,826 +40,684 +4%
WA
14
Wasatch Advisors
Utah
$48.1M 1,025,398 +107,593 +12%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$45.5M 968,520 +15,006 +2%
Wells Fargo
16
Wells Fargo
California
$44.1M 938,616 +121,122 +15%
EA
17
Emerald Advisers
Pennsylvania
$39.3M 836,015 +68,679 +9%
BAMCO Inc
18
BAMCO Inc
New York
$36.9M 786,851 -6,084 -0.8%
Ameriprise
19
Ameriprise
Minnesota
$33.8M 720,527 +119,788 +20%
Capital World Investors
20
Capital World Investors
California
$33.8M 719,000 – –
EMFAT
21
Emerald Mutual Fund Advisers Trust
Pennsylvania
$32.5M 692,326 -76,400 -10%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$29.4M 625,527 -55,392 -8%
Northern Trust
23
Northern Trust
Illinois
$28.4M 605,435 -21,163 -3%
Charles Schwab
24
Charles Schwab
California
$28.3M 601,982 +24,836 +4%
Norges Bank
25
Norges Bank
Norway
$27.4M 584,354 -13,800 -2%
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