We are live on ! Find out more
MC icon

Moelis & Co
MC

267 hedge funds and large institutions have $3.3B invested in Moelis & Co in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $3.6M | Put options by funds: $1.36M

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

3% more funds holding

Funds holding: 259 → 267 (+8)

3% less capital invested

Capital invested by funds: $3.42B → $3.3B (-$116M)

3.77% less ownership

Funds ownership: 113.64% → 109.87% (-3.8%)

17% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 109

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
267
Holders Change
+8
Holders Change %
+3.09%
% of All Funds
4.24%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
33
Increased
91
Reduced
109
Closed
22
Calls
$3.6M
Puts
$1.36M
Net Calls
+$2.24M
Net Calls Change
+$1.53M

Top Buyers

1
BlackRock
BlackRock
New York
+$73M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$17.6M
3
Northern Trust
Northern Trust
Illinois
+$10.8M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$6.48M
5
Barclays
Barclays
United Kingdom
+$4.97M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$83.2M
2
WA
Wasatch Advisors
Utah
-$38.2M
3
Ameriprise
Ameriprise
Minnesota
-$20.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$18.6M
5
Morgan Stanley
Morgan Stanley
New York
-$13.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$352M +$73M +1,552,163 +25%
Vanguard Group
2
Vanguard Group
Pennsylvania
$351M +$1.34M +28,446 +0.4%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$329M +$2.32M +49,291 +0.7%
WA
4
Wasatch Advisors
Utah
$156M -$38.2M -812,246 -19%
LCOV
5
London Company of Virginia
Virginia
$154M -$168K -3,570 -0.1%
TAM
6
Timucuan Asset Management
Florida
$138M -$848K -18,012 -0.6%
Goldman Sachs
7
Goldman Sachs
New York
$137M -$83.2M -1,768,214 -37%
State Street
8
State Street
Massachusetts
$113M +$4.58M +97,339 +4%
AllianceBernstein
9
AllianceBernstein
Tennessee
$101M -$4.31M -91,529 -4%
HCL
10
Heard Capital LLC
Illinois
$84.1M +$1.49M +31,635 +2%
JP Morgan Chase
11
JP Morgan Chase
New York
$66.5M -$18.6M -395,262 -21%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$60.5M -$2.13M -45,182 -3%
MAM
13
Madison Asset Management
Wisconsin
$60.4M +$858K +18,239 +1%
WHG
14
Westwood Holdings Group
Texas
$58.7M -$2.12M -45,050 -3%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$54.9M -$315K -6,700 -0.5%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$54.1M -$1.43M -30,311 -2%
Artisan Partners
17
Artisan Partners
Wisconsin
$50.5M -$1.78M -37,850 -3%
HighTower Advisors
18
HighTower Advisors
Illinois
$50.1M +$1.63M +34,740 +3%
Wells Fargo
19
Wells Fargo
California
$49.2M -$529K -11,251 -1%
Ameriprise
20
Ameriprise
Minnesota
$48.2M -$20.7M -440,546 -29%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$42.2M -$205K -4,348 -0.5%
Northern Trust
22
Northern Trust
Illinois
$41.9M +$10.8M +228,840 +33%
Principal Financial Group
23
Principal Financial Group
Iowa
$35.8M -$777K -16,515 -2%
Charles Schwab
24
Charles Schwab
California
$35.8M +$2M +42,424 +6%
Capital World Investors
25
Capital World Investors
California
$32.4M – – –
1
2 3 4 5

MC Hedge Fund Activity: Q3 2023 in Review

267 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q3 2023, worth a combined $3.3B — down 3.4% from $3.42B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MC positions and 22 closed out — a net gain of 11 holders — while 91 added to existing stakes and 109 trimmed.

The largest buyer was BlackRock, adding an estimated $73M. The largest seller was Goldman Sachs, cutting an estimated $83.2M.

  • 267 institutional investors held Moelis & Co (MC) as of Q3 2023, up from 259 in Q2 2023.
  • Funds reported $3.3B of Moelis & Co stock for Q3 2023, down 3.4% quarter-over-quarter.
  • 33 funds opened new Moelis & Co positions in Q3 2023 and 22 closed out, a net change of +11 holders.
  • The largest Moelis & Co buyer in Q3 2023 was BlackRock, an estimated $73M added.
  • The largest Moelis & Co seller in Q3 2023 was Goldman Sachs, an estimated $83.2M sold.

Based on aggregated 13F filings for Q3 2023.