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Moelis & Co
MC

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.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 35

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

31% more call options, than puts

Call options by funds: $3.32M | Put options by funds: $2.53M

24% more capital invested

Capital invested by funds: $3.3B → $4.1B (+$802M)

5% more funds holding

Funds holding: 267 → 280 (+13)

0.21% less ownership

Funds ownership: 109.87% → 109.66% (-0.21%)

21% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 107

Holders
280
Holders Change
+13
Holders Change %
+4.87%
% of All Funds
4.08%
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
Morgan Stanley
New York
+$39.4M
2
Goldman Sachs
Goldman Sachs
New York
+$15.7M
3
Norges Bank
Norges Bank
Norway
+$13.9M
4
BlackRock
BlackRock
New York
+$9.93M
5
ACL
Azora Capital LP
Florida
+$8.87M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$16.9M
2
JP Morgan Chase
JP Morgan Chase
New York
-$15.3M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$9.27M
4
WA
Wasatch Advisors
Utah
-$9.04M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$8.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$449M +$9.93M +211,321 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$436M -$697K -14,841 -0.2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$398M -$9.27M -197,319 -3%
LCOV
4
London Company of Virginia
Virginia
$195M +$2.35M +50,106 +1%
Goldman Sachs
5
Goldman Sachs
New York
$189M +$15.7M +334,620 +11%
WA
6
Wasatch Advisors
Utah
$183M -$9.04M -192,328 -6%
TAM
7
Timucuan Asset Management
Florida
$167M -$3.45M -73,467 -2%
State Street
8
State Street
Massachusetts
$144M +$2.88M +61,218 +2%
AllianceBernstein
9
AllianceBernstein
Tennessee
$119M -$5.7M -121,337 -5%
HCL
10
Heard Capital LLC
Illinois
$104M -$275K -5,851 -0.3%
Morgan Stanley
11
Morgan Stanley
New York
$80.2M +$39.4M +837,969 +142%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$79.1M +$3.23M +68,860 +5%
MAM
13
Madison Asset Management
Wisconsin
$78.6M +$2.84M +60,455 +5%
JP Morgan Chase
14
JP Morgan Chase
New York
$64.4M -$15.3M -326,260 -22%
HighTower Advisors
15
HighTower Advisors
Illinois
$63.7M +$1.13M +23,995 +2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$63.1M -$3.53M -75,228 -6%
WHG
17
Westwood Holdings Group
Texas
$63M -$8.37M -178,116 -14%
Ameriprise
18
Ameriprise
Minnesota
$62.2M +$1.86M +39,607 +4%
Artisan Partners
19
Artisan Partners
Wisconsin
$60.6M -$1.88M -39,955 -4%
Wells Fargo
20
Wells Fargo
California
$60.5M -$605K -12,870 -1%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$59.7M -$7.17M -152,632 -13%
Northern Trust
22
Northern Trust
Illinois
$51.7M -$282K -6,008 -0.6%
Charles Schwab
23
Charles Schwab
California
$45.7M +$1.03M +21,839 +3%
Principal Financial Group
24
Principal Financial Group
Iowa
$44.7M +$167K +3,553 +0.4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$42.3M -$8.48M -180,435 -19%
1
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MC Hedge Fund Activity: Q4 2023 in Review

280 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Moelis & Co (MC) for Q4 2023, worth a combined $4.1B — up 24% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new MC positions and 35 closed out — a net gain of 18 holders — while 84 added to existing stakes and 107 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $39.4M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $16.9M sold.

  • 280 institutional investors held Moelis & Co (MC) as of Q4 2023, up from 267 in Q3 2023.
  • Funds reported $4.1B of Moelis & Co stock for Q4 2023, up 24% quarter-over-quarter.
  • 53 funds opened new Moelis & Co positions in Q4 2023 and 35 closed out, a net change of +18 holders.
  • The largest Moelis & Co buyer in Q4 2023 was Morgan Stanley, an estimated $39.4M added.
  • The largest Moelis & Co seller in Q4 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $16.9M sold.

Based on aggregated 13F filings for Q4 2023.