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Moelis & Co
MC

Overview Fund Activity

259 hedge funds and large institutions have $2.42B invested in Moelis & Co in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 102 increasing their positions, 85 reducing their positions, and 52 closing their positions.

Holders
259
Holders Change
-23
Holders Change %
-8.16%
% of All Funds
4.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
37
Increased
102
Reduced
85
Closed
52
Calls
$2.02M
Puts
$4.62M
Net Calls
-$2.6M
Net Calls Change
-$4.06M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$88.7M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$241M
3
BlackRock
3
BlackRock
New York
$217M
4
MAM
4
Madison Asset Management
Wisconsin
$30.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$16.3M

Top Sellers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$0
2
Voloridge Investment Management
2
Voloridge Investment Management
Florida
$0
3
GC
3
Gillson Capital
Illinois
$1.58M
4
BAMCO Inc
4
BAMCO Inc
New York
$24.3M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$259M 6,588,055 -57,087 -0.9%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$241M 6,135,784 +757,607 +14%
BlackRock
3
BlackRock
New York
$217M 5,507,874 +715,870 +15%
LCOV
4
London Company of Virginia
Virginia
$132M 3,349,301 -45,402 -1%
AllianceBernstein
5
AllianceBernstein
Tennessee
$114M 2,886,317 -111,061 -4%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$99.1M 2,518,106 +163,205 +7%
TAM
7
Timucuan Asset Management
Florida
$93.8M 2,384,173 +86,442 +4%
WA
8
Wasatch Advisors
Utah
$88.7M 2,254,744 +1,229,346 +120%
WHG
9
Westwood Holdings Group
Texas
$64.1M 1,627,866 +392 +0%
Artisan Partners
10
Artisan Partners
Wisconsin
$57.9M 1,472,184 -25,086 -2%
Federated Hermes
11
Federated Hermes
Pennsylvania
$55.2M 1,403,729 -120,135 -8%
HCL
12
Heard Capital LLC
Illinois
$54.7M 1,390,860 +2,000 +0.1%
State Street
13
State Street
Massachusetts
$51.9M 1,319,262 +15,403 +1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$48.8M 1,240,929 +154,103 +14%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$39.7M 1,008,641 +40,121 +4%
Wells Fargo
16
Wells Fargo
California
$35M 888,195 -50,421 -5%
EA
17
Emerald Advisers
Pennsylvania
$30.6M 777,105 -58,910 -7%
MAM
18
Madison Asset Management
Wisconsin
$30.4M 773,185 +354,484 +85%
Capital World Investors
19
Capital World Investors
California
$28.3M 719,000 – –
EMFAT
20
Emerald Mutual Fund Advisers Trust
Pennsylvania
$27.2M 692,326 – –
Morgan Stanley
21
Morgan Stanley
New York
$25.8M 656,869 +324,319 +98%
Ameriprise
22
Ameriprise
Minnesota
$25.7M 651,897 -68,630 -10%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$25.2M 641,115 +15,588 +2%
Northern Trust
24
Northern Trust
Illinois
$24.6M 625,490 +20,055 +3%
RA
25
Royce & Associates
New York
$24.4M 621,171 +52,124 +9%
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