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Moelis & Co

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.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 70

2.8% more ownership

Funds ownership: 94.94%97.74% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less funds holding

Funds holding: 259246 (-13)

13% less capital invested

Capital invested by funds: $2.42B → $2.12B (-$307M)

31% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 32

53% less call options, than puts

Call options by funds: $2.4M | Put options by funds: $5.05M

Holders
246
Holders Change
-13
Holders Change %
-5.02%
% of All Funds
4.24%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$234M +$33.2M +792,661 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$219M -$4.57M -109,065 -2%
BlackRock
3
BlackRock
New York
$188M +$1.81M +43,345 +0.8%
LCOV
4
London Company of Virginia
Virginia
$112M -$916K -21,892 -0.7%
WA
5
Wasatch Advisors
Utah
$104M +$33.8M +807,528 +36%
AllianceBernstein
6
AllianceBernstein
Tennessee
$97.7M +$85.8K +2,050 +0.1%
JP Morgan Chase
7
JP Morgan Chase
New York
$85.7M +$705K +16,834 +0.7%
TAM
8
Timucuan Asset Management
Florida
$82.7M +$2.53M +60,496 +3%
WHG
9
Westwood Holdings Group
Texas
$53M -$2.55M -60,965 -4%
HCL
10
Heard Capital LLC
Illinois
$50.8M +$4.72M +112,655 +8%
Artisan Partners
11
Artisan Partners
Wisconsin
$46.6M -$3.94M -94,128 -6%
State Street
12
State Street
Massachusetts
$45.4M +$969K +23,157 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$43.5M +$1.88M +45,001 +4%
Federated Hermes
14
Federated Hermes
Pennsylvania
$36.6M -$13.4M -320,994 -23%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$34.7M +$777K +18,565 +2%
Wells Fargo
16
Wells Fargo
California
$34.1M +$5.08M +121,316 +14%
MAM
17
Madison Asset Management
Wisconsin
$26.6M +$556K +13,273 +2%
Morgan Stanley
18
Morgan Stanley
New York
$24.9M +$3.29M +78,584 +12%
Capital World Investors
19
Capital World Investors
California
$24.3M
EA
20
Emerald Advisers
Pennsylvania
$22.6M -$4.54M -108,491 -14%
Charles Schwab
21
Charles Schwab
California
$21.9M +$1.48M +35,432 +6%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$21.8M +$140K +3,355 +0.5%
Ameriprise
23
Ameriprise
Minnesota
$21.5M -$627K -14,984 -2%
Northern Trust
24
Northern Trust
Illinois
$20.8M -$483K -11,544 -2%
BAMCO Inc
25
BAMCO Inc
New York
$20.6M -$395K -9,437 -2%