Moelis & Co
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 51 closing their positions.
242% more call options, than puts
Call options by funds: $1.98M | Put options by funds: $579K
20% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 85
0.39% more ownership
Funds ownership: 94.5% → 94.89% (+0.39%)
8% less funds holding
Funds holding: 281 → 259 (-22)
13% less capital invested
Capital invested by funds: $2.78B → $2.42B (-$358M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
27% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$53.6M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$33.1M |
| 3 |
BlackRock
New York
|
+$31.2M |
| 4 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$15.5M |
| 5 |
Renaissance Technologies
New York
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$22.2M |
| 2 |
Voloridge Investment Management
Jupiter,
Florida
|
-$8.11M |
| 3 |
GC
Gillson Capital
Chicago,
Illinois
|
-$7.39M |
| 4 |
BAMCO Inc
New York
|
-$7.35M |
| 5 |
Millennium Management
New York
|
-$6.3M |
MC Hedge Fund Activity: Q2 2022 in Review
259 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q2 2022, worth a combined $2.42B — down 13% from $2.78B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of MC and 37 opened new positions — a net loss of 14 holders — while 85 trimmed existing stakes and 102 added.
The largest buyer was Wasatch Advisors, adding an estimated $53.6M. The largest seller was Jacobs Levy Equity Management, exiting entirely with an estimated $22.2M sold.
- 259 institutional investors held Moelis & Co (MC) as of Q2 2022, down from 281 in Q1 2022.
- Funds reported $2.42B of Moelis & Co stock for Q2 2022, down 13% quarter-over-quarter.
- 37 funds opened new Moelis & Co positions in Q2 2022 and 51 closed out, a net change of -14 holders.
- The largest Moelis & Co buyer in Q2 2022 was Wasatch Advisors, an estimated $53.6M added.
- The largest Moelis & Co seller in Q2 2022 was Jacobs Levy Equity Management, an estimated $22.2M sold.
Based on aggregated 13F filings for Q2 2022.