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Moelis & Co

259 hedge funds and large institutions have $3.42B invested in Moelis & Co in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 75 reducing their positions, and 33 closing their positions.

Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
4.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
48
Increased
101
Reduced
75
Closed
33
Calls
$3.28M
Puts
$2.58M
Net Calls
+$707K
Net Calls Change
+$418K
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$352M 7,759,037 +1,109,829 +17%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$328M 7,229,918 +219,329 +3%
BlackRock
3
BlackRock
New York
$283M 6,239,113 +870,362 +16%
Goldman Sachs
4
Goldman Sachs
New York
$218M 4,807,979 +4,533,955 +1,655%
WA
5
Wasatch Advisors
Utah
$193M 4,262,420 -274,517 -6%
LCOV
6
London Company of Virginia
Virginia
$155M 3,421,642 -134,417 -4%
TAM
7
Timucuan Asset Management
Florida
$139M 3,068,706 +478,338 +18%
State Street
8
State Street
Massachusetts
$109M 2,402,137 +1,035,644 +76%
AllianceBernstein
9
AllianceBernstein
Tennessee
$106M 2,330,263 -143,033 -6%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$84.8M 1,869,404 -435,120 -19%
HCL
11
Heard Capital LLC
Illinois
$83.1M 1,832,335 +77,596 +4%
Ameriprise
12
Ameriprise
Minnesota
$68.4M 1,509,370 +473,989 +46%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$62.8M 1,385,338 +78,791 +6%
WHG
14
Westwood Holdings Group
Texas
$61M 1,345,552 -57,414 -4%
MAM
15
Madison Asset Management
Wisconsin
$59.9M 1,320,955 +21,243 +2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$55.7M 1,229,460 +192,570 +19%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$55.4M 1,222,175 -159,746 -12%
Artisan Partners
18
Artisan Partners
Wisconsin
$52.5M 1,156,852 -55,214 -5%
Wells Fargo
19
Wells Fargo
California
$49.9M 1,101,666 +17,436 +2%
HighTower Advisors
20
HighTower Advisors
Illinois
$48.8M 1,076,460 +127,528 +13%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$42.6M 938,988 +260,640 +38%
Morgan Stanley
22
Morgan Stanley
New York
$39.8M 878,283 +180,801 +26%
Principal Financial Group
23
Principal Financial Group
Iowa
$36.7M 809,718 +389,218 +93%
Charles Schwab
24
Charles Schwab
California
$34M 750,305 +44,993 +6%
Capital World Investors
25
Capital World Investors
California
$32.6M 719,000