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Moelis & Co
MC

Overview Fund Activity

280 hedge funds and large institutions have $4.1B invested in Moelis & Co in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 107 reducing their positions, and 35 closing their positions.

Holders
280
Holders Change
+13
Holders Change %
+4.87%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
53
Increased
84
Reduced
107
Closed
35
Calls
$3.32M
Puts
$2.53M
Net Calls
+$792K
Net Calls Change
-$1.45M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$189M
3
Norges Bank
3
Norges Bank
Norway
$41.7M
4
BlackRock
4
BlackRock
New York
$449M
5
ACL
5
Azora Capital LP
Florida
$10.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$64.4M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$398M
4
WA
4
Wasatch Advisors
Utah
$183M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$42.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$449M 8,002,597 +211,321 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$436M 7,772,642 -14,841 -0.2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$398M 7,081,890 -197,319 -3%
LCOV
4
London Company of Virginia
Virginia
$195M 3,468,178 +50,106 +1%
Goldman Sachs
5
Goldman Sachs
New York
$189M 3,374,385 +334,620 +11%
WA
6
Wasatch Advisors
Utah
$183M 3,257,846 -192,328 -6%
TAM
7
Timucuan Asset Management
Florida
$167M 2,977,227 -73,467 -2%
State Street
8
State Street
Massachusetts
$144M 2,560,694 +61,218 +2%
AllianceBernstein
9
AllianceBernstein
Tennessee
$119M 2,117,397 -121,337 -5%
HCL
10
Heard Capital LLC
Illinois
$104M 1,858,119 -5,851 -0.3%
Morgan Stanley
11
Morgan Stanley
New York
$80.2M 1,428,526 +837,969 +142%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$79.1M 1,409,016 +68,860 +5%
MAM
13
Madison Asset Management
Wisconsin
$78.6M 1,399,649 +60,455 +5%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$64.4M 1,147,882 -326,260 -22%
HighTower Advisors
15
HighTower Advisors
Illinois
$63.7M 1,135,195 +23,995 +2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$63.1M 1,123,921 -75,228 -6%
WHG
17
Westwood Holdings Group
Texas
$63M 1,122,386 -178,116 -14%
Ameriprise
18
Ameriprise
Minnesota
$62.2M 1,108,431 +39,607 +4%
Artisan Partners
19
Artisan Partners
Wisconsin
$60.6M 1,079,047 -39,955 -4%
Wells Fargo
20
Wells Fargo
California
$60.5M 1,077,545 -12,870 -1%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$59.7M 1,062,843 -152,632 -13%
Northern Trust
22
Northern Trust
Illinois
$51.7M 921,697 -6,008 -0.6%
Charles Schwab
23
Charles Schwab
California
$45.7M 814,568 +21,839 +3%
Principal Financial Group
24
Principal Financial Group
Iowa
$44.7M 796,756 +3,553 +0.4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$42.3M 754,205 -180,435 -19%
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