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Moelis & Co
MC

Overview Fund Activity

244 hedge funds and large institutions have $2.53B invested in Moelis & Co in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 83 reducing their positions, and 21 closing their positions.

Holders
244
Holders Change
+4
Holders Change %
+1.67%
% of All Funds
3.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
98
Reduced
83
Closed
21
Calls
$1.88M
Puts
$1.59M
Net Calls
+$289K
Net Calls Change
-$106K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$174M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$53.1M
3
MAM
3
Madison Asset Management
Wisconsin
$50M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$18.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$36.5M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$95.1M
3
WHG
3
Westwood Holdings Group
Texas
$53.9M
4
BlackRock
4
BlackRock
New York
$206M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$88.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$269M 7,010,589 +272,370 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$256M 6,649,208 +135,366 +2%
BlackRock
3
BlackRock
New York
$206M 5,368,751 -213,171 -4%
WA
4
Wasatch Advisors
Utah
$174M 4,536,937 +614,890 +16%
LCOV
5
London Company of Virginia
Virginia
$137M 3,556,059 -46,137 -1%
TAM
6
Timucuan Asset Management
Florida
$99.6M 2,590,368 +128,183 +5%
AllianceBernstein
7
AllianceBernstein
Tennessee
$95.1M 2,473,296 -433,792 -15%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$88.6M 2,304,524 -206,816 -8%
HCL
9
Heard Capital LLC
Illinois
$67.5M 1,754,739 +146,341 +9%
WHG
10
Westwood Holdings Group
Texas
$53.9M 1,402,966 -253,899 -15%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$53.1M 1,381,921 +567,794 +70%
State Street
12
State Street
Massachusetts
$52.5M 1,366,493 +42,078 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$50.2M 1,306,547 +17,009 +1%
MAM
14
Madison Asset Management
Wisconsin
$50M 1,299,712 +504,896 +64%
Artisan Partners
15
Artisan Partners
Wisconsin
$46.6M 1,212,066 -63,984 -5%
Wells Fargo
16
Wells Fargo
California
$41.7M 1,084,230 +76,751 +8%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$39.9M 1,036,890 +20,919 +2%
Ameriprise
18
Ameriprise
Minnesota
$39.8M 1,035,381 +169,028 +20%
HighTower Advisors
19
HighTower Advisors
Illinois
$36.5M 948,932 +309,912 +48%
Capital World Investors
20
Capital World Investors
California
$27.6M 719,000 – –
Charles Schwab
21
Charles Schwab
California
$27.1M 705,312 +19,879 +3%
Morgan Stanley
22
Morgan Stanley
New York
$26.8M 697,482 -121,178 -15%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$26.1M 678,348 -4,404 -0.6%
Norges Bank
24
Norges Bank
Norway
$24.7M 642,121 +108,011 +20%
EA
25
Emerald Advisers
Pennsylvania
$24.4M 633,983 -100,709 -14%
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