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Moelis & Co
MC

Overview Fund Activity

293 hedge funds and large institutions have $4.13B invested in Moelis & Co in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 116 increasing their positions, 93 reducing their positions, and 42 closing their positions.

Holders
293
Holders Change
-14
Holders Change %
-4.56%
% of All Funds
4.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
33
Increased
116
Reduced
93
Closed
42
Calls
$6.89M
Puts
$1.5M
Net Calls
+$5.39M
Net Calls Change
+$4.6M

Top Buyers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$40.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$464M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$22.4M
4
Ameriprise
4
Ameriprise
Minnesota
$99.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$83.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$148M
2
WHG
2
Westwood Holdings Group
Texas
$33.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$345K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$80.8M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$464M 8,153,938 +383,998 +5%
BlackRock
2
BlackRock
New York
$463M 8,149,615 +171,831 +2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$409M 7,190,221 +47,365 +0.7%
LCOV
4
London Company of Virginia
Virginia
$206M 3,622,548 +41,964 +1%
WA
5
Wasatch Advisors
Utah
$204M 3,581,825 +164,182 +5%
TAM
6
Timucuan Asset Management
Florida
$173M 3,041,565 +13,935 +0.5%
State Street
7
State Street
Massachusetts
$155M 2,730,680 +106,878 +4%
Goldman Sachs
8
Goldman Sachs
New York
$148M 2,595,609 -626,752 -19%
HCL
9
Heard Capital LLC
Illinois
$122M 2,150,710 +33,710 +2%
MAM
10
Madison Asset Management
Wisconsin
$101M 1,770,835 +167,226 +10%
Ameriprise
11
Ameriprise
Minnesota
$99.6M 1,751,753 +212,349 +14%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$89.8M 1,579,618 +126,388 +9%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$83.1M 1,462,303 +187,670 +15%
AllianceBernstein
14
AllianceBernstein
Tennessee
$80.8M 1,421,491 -243,507 -15%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$63.7M 1,119,432 +1,187 +0.1%
Wells Fargo
16
Wells Fargo
California
$60.9M 1,070,321 -9,495 -0.9%
Artisan Partners
17
Artisan Partners
Wisconsin
$60.8M 1,069,169 -7,546 -0.7%
HighTower Advisors
18
HighTower Advisors
Illinois
$58.9M 1,035,441 +51,762 +5%
Charles Schwab
19
Charles Schwab
California
$51.5M 906,090 +62,712 +7%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$45.1M 792,670 -223,393 -22%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$43M 755,541 +29,532 +4%
Capital World Investors
22
Capital World Investors
California
$40.9M 719,000 – –
Northern Trust
23
Northern Trust
Illinois
$40.8M 716,996 -189,795 -21%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$40.3M 708,140 +454,478 +179%
Norges Bank
25
Norges Bank
Norway
$37.5M 659,209 -33,805 -5%
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