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Moelis & Co

240 hedge funds and large institutions have $2.4B invested in Moelis & Co in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $1.09M

27% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 78

14% more capital invested

Capital invested by funds: $2.12B → $2.4B (+$287M)

1.82% more ownership

Funds ownership: 97.74%99.56% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

2% less funds holding

Funds holding: 246240 (-6)

Holders
240
Holders Change
-6
Holders Change %
-2.44%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
99
Reduced
78
Closed
38
Calls
$1.48M
Puts
$1.09M
Net Calls
+$395K
Net Calls Change
+$3.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$259M -$7.72M -190,226 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$250M +$1.41M +34,852 +0.5%
BlackRock
3
BlackRock
New York
$214M +$1.25M +30,703 +0.6%
WA
4
Wasatch Advisors
Utah
$150M +$34.9M +859,775 +28%
LCOV
5
London Company of Virginia
Virginia
$138M +$11.2M +274,787 +8%
AllianceBernstein
6
AllianceBernstein
Tennessee
$112M +$760K +18,721 +0.6%
JP Morgan Chase
7
JP Morgan Chase
New York
$96.4M -$958K -23,600 -0.9%
TAM
8
Timucuan Asset Management
Florida
$94.5M +$711K +17,516 +0.7%
WHG
9
Westwood Holdings Group
Texas
$63.6M +$3.65M +89,964 +6%
HCL
10
Heard Capital LLC
Illinois
$61.7M +$4.26M +104,883 +7%
State Street
11
State Street
Massachusetts
$50.8M -$731K -18,004 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$49.5M +$146K +3,608 +0.3%
Artisan Partners
13
Artisan Partners
Wisconsin
$49M -$4.14M -102,006 -7%
Wells Fargo
14
Wells Fargo
California
$38.7M -$82.5K -2,032 -0.2%
Ameriprise
15
Ameriprise
Minnesota
$33.2M +$9.31M +229,440 +36%
Morgan Stanley
16
Morgan Stanley
New York
$31.4M +$3.38M +83,207 +11%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$31.2M +$6.89M +169,657 +26%
MAM
18
Madison Asset Management
Wisconsin
$30.5M +$339K +8,358 +1%
EA
19
Emerald Advisers
Pennsylvania
$28.2M +$2.68M +66,078 +10%
Capital World Investors
20
Capital World Investors
California
$27.6M
Charles Schwab
21
Charles Schwab
California
$26.3M +$1.49M +36,667 +6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$26.2M +$3.83M +94,279 +16%
HighTower Advisors
23
HighTower Advisors
Illinois
$24.5M +$25.9M +639,020 New
Federated Hermes
24
Federated Hermes
Pennsylvania
$24M -$18.6M -457,735 -42%
Northern Trust
25
Northern Trust
Illinois
$23.8M +$294K +7,234 +1%