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Moelis & Co
MC

Overview Fund Activity

350 hedge funds and large institutions have $5.26B invested in Moelis & Co in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 115 increasing their positions, 116 reducing their positions, and 41 closing their positions.

Holders
350
Holders Change
+20
Holders Change %
+6.06%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
66
Increased
115
Reduced
116
Closed
41
Calls
$9.01M
Puts
$1.36M
Net Calls
+$7.65M
Net Calls Change
+$2.78M

Top Buyers

1
MIA
1
Madison Investment Advisors
Wisconsin
$86.1M
2
Norges Bank
2
Norges Bank
Norway
$52.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$53.4M
4
Raymond James Financial
4
Raymond James Financial
Florida
$27.9M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$20.7M

Top Sellers

1
HCL
1
Heard Capital LLC
Illinois
$62.2M
2
TAM
2
Timucuan Asset Management
Florida
$148M
3
WHG
3
Westwood Holdings Group
Texas
$0
4
MAM
4
Madison Asset Management
Wisconsin
$86.1M
5
WA
5
Wasatch Advisors
Utah
$194M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$621M 8,405,993 +15,617 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$602M 8,147,315 +99,766 +1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$524M 7,097,345 -136,492 -2%
LCOV
4
London Company of Virginia
Virginia
$271M 3,668,831 -24,051 -0.7%
State Street
5
State Street
Massachusetts
$211M 2,858,839 +124,888 +5%
WA
6
Wasatch Advisors
Utah
$194M 2,632,536 -215,537 -8%
Ameriprise
7
Ameriprise
Minnesota
$160M 2,165,231 -77,477 -3%
TAM
8
Timucuan Asset Management
Florida
$148M 1,998,515 -584,980 -23%
Goldman Sachs
9
Goldman Sachs
New York
$131M 1,777,364 -183,214 -9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$117M 1,585,802 -4,514 -0.3%
Citadel Advisors
11
Citadel Advisors
Florida
$96.4M 1,304,881 +198,703 +18%
MAM
12
Madison Asset Management
Wisconsin
$86.1M 1,164,887 -394,434 -25%
MIA
13
Madison Investment Advisors
Wisconsin
$86.1M 1,164,887 +1,164,887 New
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$85.2M 1,152,899 -53,219 -4%
Wells Fargo
15
Wells Fargo
California
$71M 960,478 -108,507 -10%
Charles Schwab
16
Charles Schwab
California
$69.1M 935,552 +12,632 +1%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$66.1M 894,212 -79,928 -8%
HighTower Advisors
18
HighTower Advisors
Illinois
$64.7M 875,868 -20,367 -2%
Northern Trust
19
Northern Trust
Illinois
$63.5M 860,125 +36,736 +4%
HCL
20
Heard Capital LLC
Illinois
$62.2M 841,970 -956,390 -53%
Assenagon Asset Management
21
Assenagon Asset Management
Luxembourg
$56.8M 768,945 +53,473 +7%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$53.4M 723,384 +494,123 +216%
Capital World Investors
23
Capital World Investors
California
$53.1M 719,000 – –
Norges Bank
24
Norges Bank
Norway
$52.6M 712,101 +712,101 New
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$52.3M 707,226 -23,878 -3%
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