We are live on ! Find out more
MC icon

Moelis & Co

332 hedge funds and large institutions have $4.91B invested in Moelis & Co in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 20

109% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $4.48M

19% more capital invested

Capital invested by funds: $4.13B → $4.91B (+$783M)

14% more funds holding

Funds holding: 292332 (+40)

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.31% less ownership

Funds ownership: 103.16%101.86% (-1.3%)

Holders
332
Holders Change
+40
Holders Change %
+13.7%
% 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
63
Increased
113
Reduced
105
Closed
20
Calls
$9.35M
Puts
$4.48M
Net Calls
+$4.87M
Net Calls Change
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$575M +$15.5M +240,761 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$551M -$6.87M -106,389 -1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$496M +$2.82M +43,616 +0.6%
LCOV
4
London Company of Virginia
Virginia
$253M +$4.54M +70,334 +2%
WA
5
Wasatch Advisors
Utah
$195M -$47.4M -733,752 -20%
State Street
6
State Street
Massachusetts
$187M +$211K +3,271 +0.1%
TAM
7
Timucuan Asset Management
Florida
$177M -$29.6M -458,070 -15%
Ameriprise
8
Ameriprise
Minnesota
$154M +$31.7M +490,955 +28%
Goldman Sachs
9
Goldman Sachs
New York
$134M -$41M -635,031 -24%
HCL
10
Heard Capital LLC
Illinois
$123M -$22.7M -352,350 -16%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$109M +$691K +10,698 +0.7%
MAM
12
Madison Asset Management
Wisconsin
$107M -$13.7M -211,514 -12%
JP Morgan Chase
13
JP Morgan Chase
New York
$82.6M -$16.5M -256,185 -18%
Citadel Advisors
14
Citadel Advisors
Florida
$75.8M +$64.7M +1,001,915 +961%
Wells Fargo
15
Wells Fargo
California
$73.2M -$86.3K -1,336 -0.1%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$66.7M -$9.38M -145,292 -13%
Charles Schwab
17
Charles Schwab
California
$63.2M +$1.09M +16,830 +2%
HighTower Advisors
18
HighTower Advisors
Illinois
$61.4M -$8.99M -139,206 -13%
Northern Trust
19
Northern Trust
Illinois
$56.4M +$6.87M +106,393 +15%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$55.1M +$6.24M +96,720 +14%
Morgan Stanley
21
Morgan Stanley
New York
$53.1M +$9.09M +140,850 +22%
Norges Bank
22
Norges Bank
Norway
$51.1M +$5.57M +86,342 +13%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$50.1M -$3.97M -61,566 -8%
Capital World Investors
24
Capital World Investors
California
$49.3M
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$49M +$46.2M +715,472 New