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Moelis & Co
MC

Overview Fund Activity

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.

Holders
267
Holders Change
+8
Holders Change %
+3.09%
% of All Funds
4.26%
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
1
BlackRock
New York
$352M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.9M
3
Northern Trust
3
Northern Trust
Illinois
$41.9M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$6.21M
5
Barclays
5
Barclays
United Kingdom
$13.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$137M
2
WA
2
Wasatch Advisors
Utah
$156M
3
Ameriprise
3
Ameriprise
Minnesota
$48.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$66.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$26.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$352M 7,791,276 +1,552,163 +25%
Vanguard Group
2
Vanguard Group
Pennsylvania
$351M 7,787,483 +28,446 +0.4%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$329M 7,279,209 +49,291 +0.7%
WA
4
Wasatch Advisors
Utah
$156M 3,450,174 -812,246 -19%
LCOV
5
London Company of Virginia
Virginia
$154M 3,418,072 -3,570 -0.1%
TAM
6
Timucuan Asset Management
Florida
$138M 3,050,694 -18,012 -0.6%
Goldman Sachs
7
Goldman Sachs
New York
$137M 3,039,765 -1,768,214 -37%
State Street
8
State Street
Massachusetts
$113M 2,499,476 +97,339 +4%
AllianceBernstein
9
AllianceBernstein
Tennessee
$101M 2,238,734 -91,529 -4%
HCL
10
Heard Capital LLC
Illinois
$84.1M 1,863,970 +31,635 +2%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$66.5M 1,474,142 -395,262 -21%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$60.5M 1,340,156 -45,182 -3%
MAM
13
Madison Asset Management
Wisconsin
$60.4M 1,339,194 +18,239 +1%
WHG
14
Westwood Holdings Group
Texas
$58.7M 1,300,502 -45,050 -3%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$54.9M 1,215,475 -6,700 -0.5%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$54.1M 1,199,149 -30,311 -2%
Artisan Partners
17
Artisan Partners
Wisconsin
$50.5M 1,119,002 -37,850 -3%
HighTower Advisors
18
HighTower Advisors
Illinois
$50.1M 1,111,200 +34,740 +3%
Wells Fargo
19
Wells Fargo
California
$49.2M 1,090,415 -11,251 -1%
Ameriprise
20
Ameriprise
Minnesota
$48.2M 1,068,824 -440,546 -29%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$42.2M 934,640 -4,348 -0.5%
Northern Trust
22
Northern Trust
Illinois
$41.9M 927,705 +228,840 +33%
Principal Financial Group
23
Principal Financial Group
Iowa
$35.8M 793,203 -16,515 -2%
Charles Schwab
24
Charles Schwab
California
$35.8M 792,729 +42,424 +6%
Capital World Investors
25
Capital World Investors
California
$32.4M 719,000 – –
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