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Moelis & Co
MC

Overview Fund Activity

246 hedge funds and large institutions have $2.12B invested in Moelis & Co in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 128 increasing their positions, 70 reducing their positions, and 32 closing their positions.

Holders
246
Holders Change
-13
Holders Change %
-5.02%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
128
Reduced
70
Closed
32
Calls
$2.4M
Puts
$5.05M
Net Calls
-$2.65M
Net Calls Change
-$50K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$104M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$234M
3
RJA
3
Raymond James & Associates
Florida
$12.7M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$18M
5
Wells Fargo
5
Wells Fargo
California
$34.1M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.2M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$36.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$7.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$234M 6,928,445 +792,661 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$219M 6,478,990 -109,065 -2%
BlackRock
3
BlackRock
New York
$188M 5,551,219 +43,345 +0.8%
LCOV
4
London Company of Virginia
Virginia
$112M 3,327,409 -21,892 -0.7%
WA
5
Wasatch Advisors
Utah
$104M 3,062,272 +807,528 +36%
AllianceBernstein
6
AllianceBernstein
Tennessee
$97.7M 2,888,367 +2,050 +0.1%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$85.7M 2,534,940 +16,834 +0.7%
TAM
8
Timucuan Asset Management
Florida
$82.7M 2,444,669 +60,496 +3%
WHG
9
Westwood Holdings Group
Texas
$53M 1,566,901 -60,965 -4%
HCL
10
Heard Capital LLC
Illinois
$50.8M 1,503,515 +112,655 +8%
Artisan Partners
11
Artisan Partners
Wisconsin
$46.6M 1,378,056 -94,128 -6%
State Street
12
State Street
Massachusetts
$45.4M 1,342,419 +23,157 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$43.5M 1,285,930 +45,001 +4%
Federated Hermes
14
Federated Hermes
Pennsylvania
$36.6M 1,082,735 -320,994 -23%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$34.7M 1,027,206 +18,565 +2%
Wells Fargo
16
Wells Fargo
California
$34.1M 1,009,511 +121,316 +14%
MAM
17
Madison Asset Management
Wisconsin
$26.6M 786,458 +13,273 +2%
Morgan Stanley
18
Morgan Stanley
New York
$24.9M 735,453 +78,584 +12%
Capital World Investors
19
Capital World Investors
California
$24.3M 719,000 – –
EA
20
Emerald Advisers
Pennsylvania
$22.6M 668,614 -108,491 -14%
Charles Schwab
21
Charles Schwab
California
$21.9M 648,766 +35,432 +6%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$21.8M 644,470 +3,355 +0.5%
Ameriprise
23
Ameriprise
Minnesota
$21.5M 636,913 -14,984 -2%
Northern Trust
24
Northern Trust
Illinois
$20.8M 613,946 -11,544 -2%
BAMCO Inc
25
BAMCO Inc
New York
$20.6M 608,975 -9,437 -2%
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