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Moelis & Co
MC

Overview Fund Activity

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.

Holders
240
Holders Change
-6
Holders Change %
-2.44%
% of All Funds
3.87%
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

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$150M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$24.5M
3
LCOV
3
London Company of Virginia
Virginia
$138M
4
Victory Capital Management
4
Victory Capital Management
Texas
$13.1M
5
Ameriprise
5
Ameriprise
Minnesota
$33.2M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$24M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$259M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$6.08M
5
Citadel Advisors
5
Citadel Advisors
Florida
$92.2K
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$259M 6,738,219 -190,226 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$250M 6,513,842 +34,852 +0.5%
BlackRock
3
BlackRock
New York
$214M 5,581,922 +30,703 +0.6%
WA
4
Wasatch Advisors
Utah
$150M 3,922,047 +859,775 +28%
LCOV
5
London Company of Virginia
Virginia
$138M 3,602,196 +274,787 +8%
AllianceBernstein
6
AllianceBernstein
Tennessee
$112M 2,907,088 +18,721 +0.6%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$96.4M 2,511,340 -23,600 -0.9%
TAM
8
Timucuan Asset Management
Florida
$94.5M 2,462,185 +17,516 +0.7%
WHG
9
Westwood Holdings Group
Texas
$63.6M 1,656,865 +89,964 +6%
HCL
10
Heard Capital LLC
Illinois
$61.7M 1,608,398 +104,883 +7%
State Street
11
State Street
Massachusetts
$50.8M 1,324,415 -18,004 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$49.5M 1,289,538 +3,608 +0.3%
Artisan Partners
13
Artisan Partners
Wisconsin
$49M 1,276,050 -102,006 -7%
Wells Fargo
14
Wells Fargo
California
$38.7M 1,007,479 -2,032 -0.2%
Ameriprise
15
Ameriprise
Minnesota
$33.2M 866,353 +229,440 +36%
Morgan Stanley
16
Morgan Stanley
New York
$31.4M 818,660 +83,207 +11%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$31.2M 814,127 +169,657 +26%
MAM
18
Madison Asset Management
Wisconsin
$30.5M 794,816 +8,358 +1%
EA
19
Emerald Advisers
Pennsylvania
$28.2M 734,692 +66,078 +10%
Capital World Investors
20
Capital World Investors
California
$27.6M 719,000 – –
Charles Schwab
21
Charles Schwab
California
$26.3M 685,433 +36,667 +6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$26.2M 682,752 +94,279 +16%
HighTower Advisors
23
HighTower Advisors
Illinois
$24.5M 639,020 +639,020 New
Federated Hermes
24
Federated Hermes
Pennsylvania
$24M 625,000 -457,735 -42%
Northern Trust
25
Northern Trust
Illinois
$23.8M 621,180 +7,234 +1%
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