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Moelis & Co
MC

Overview Fund Activity

330 hedge funds and large institutions have $4.86B invested in Moelis & Co in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 112 increasing their positions, 105 reducing their positions, and 22 closing their positions.

Holders
330
Holders Change
+37
Holders Change %
+12.63%
% of All Funds
4.77%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
62
Increased
112
Reduced
105
Closed
22
Calls
$9.35M
Puts
$4.48M
Net Calls
+$4.87M
Net Calls Change
-$519K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$75.8M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$49M
3
Ameriprise
3
Ameriprise
Minnesota
$154M
4
BlackRock
4
BlackRock
New York
$575M
5
Millennium Management
5
Millennium Management
New York
$16.4M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$5.86M
2
WA
2
Wasatch Advisors
Utah
$195M
3
Goldman Sachs
3
Goldman Sachs
New York
$134M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$34.7M
5
Norges Bank
5
Norges Bank
Norway
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$575M 8,390,376 +240,761 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$551M 8,047,549 -106,389 -1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$496M 7,233,837 +43,616 +0.6%
LCOV
4
London Company of Virginia
Virginia
$253M 3,692,882 +70,334 +2%
WA
5
Wasatch Advisors
Utah
$195M 2,848,073 -733,752 -20%
State Street
6
State Street
Massachusetts
$187M 2,733,951 +3,271 +0.1%
TAM
7
Timucuan Asset Management
Florida
$177M 2,583,495 -458,070 -15%
Ameriprise
8
Ameriprise
Minnesota
$154M 2,242,708 +490,955 +28%
Goldman Sachs
9
Goldman Sachs
New York
$134M 1,960,578 -635,031 -24%
HCL
10
Heard Capital LLC
Illinois
$123M 1,798,360 -352,350 -16%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$109M 1,590,316 +10,698 +0.7%
MAM
12
Madison Asset Management
Wisconsin
$107M 1,559,321 -211,514 -12%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$82.6M 1,206,118 -256,185 -18%
Citadel Advisors
14
Citadel Advisors
Florida
$75.8M 1,106,178 +1,001,915 +961%
Wells Fargo
15
Wells Fargo
California
$73.2M 1,068,985 -1,336 -0.1%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$66.7M 974,140 -145,292 -13%
Charles Schwab
17
Charles Schwab
California
$63.2M 922,920 +16,830 +2%
HighTower Advisors
18
HighTower Advisors
Illinois
$61.4M 896,235 -139,206 -13%
Northern Trust
19
Northern Trust
Illinois
$56.4M 823,389 +106,393 +15%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$55.1M 804,860 +96,720 +14%
Morgan Stanley
21
Morgan Stanley
New York
$53.1M 775,075 +140,850 +22%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$50.1M 731,104 -61,566 -8%
Capital World Investors
23
Capital World Investors
California
$49.3M 719,000 – –
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$49M 715,472 +715,472 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$47.4M 691,830 -63,711 -8%
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