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Moelis & Co
MC

Overview Fund Activity

307 hedge funds and large institutions have $4.12B invested in Moelis & Co in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 93 increasing their positions, 115 reducing their positions, and 26 closing their positions.

Holders
307
Holders Change
+27
Holders Change %
+9.64%
% of All Funds
4.45%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
54
Increased
93
Reduced
115
Closed
26
Calls
$2.41M
Puts
$1.63M
Net Calls
+$787K
Net Calls Change
-$5K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$87.4M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$15M
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.9M
4
HCL
4
Heard Capital LLC
Illinois
$120M
5
MAM
5
Madison Asset Management
Wisconsin
$91M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.2M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$94.5M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$19.7M
5
ACL
5
Azora Capital LP
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$453M 7,977,784 -24,813 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$441M 7,769,940 -2,702 -0%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$405M 7,142,856 +60,966 +0.9%
LCOV
4
London Company of Virginia
Virginia
$203M 3,580,584 +112,406 +3%
WA
5
Wasatch Advisors
Utah
$194M 3,417,643 +159,797 +5%
Goldman Sachs
6
Goldman Sachs
New York
$183M 3,222,361 -152,024 -5%
TAM
7
Timucuan Asset Management
Florida
$172M 3,027,630 +50,403 +2%
State Street
8
State Street
Massachusetts
$149M 2,623,802 +63,108 +2%
HCL
9
Heard Capital LLC
Illinois
$120M 2,117,000 +258,881 +14%
AllianceBernstein
10
AllianceBernstein
Tennessee
$94.5M 1,664,998 -452,399 -21%
MAM
11
Madison Asset Management
Wisconsin
$91M 1,603,609 +203,960 +15%
Ameriprise
12
Ameriprise
Minnesota
$87.4M 1,539,404 +430,973 +39%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$82.5M 1,453,230 +44,214 +3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$72.4M 1,274,633 +126,751 +11%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$63.5M 1,118,245 +55,402 +5%
WHG
16
Westwood Holdings Group
Texas
$63M 1,109,652 -12,734 -1%
Wells Fargo
17
Wells Fargo
California
$61.3M 1,079,816 +2,271 +0.2%
Artisan Partners
18
Artisan Partners
Wisconsin
$61.1M 1,076,715 -2,332 -0.2%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$57.7M 1,016,063 -107,858 -10%
HighTower Advisors
20
HighTower Advisors
Illinois
$55.8M 983,679 -151,516 -13%
Northern Trust
21
Northern Trust
Illinois
$51.5M 906,791 -14,906 -2%
Charles Schwab
22
Charles Schwab
California
$47.9M 843,378 +28,810 +4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$41.2M 726,009 -28,196 -4%
Capital World Investors
24
Capital World Investors
California
$40.8M 719,000 – –
Norges Bank
25
Norges Bank
Norway
$39.3M 693,014 -50,254 -7%
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