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Moelis & Co

351 hedge funds and large institutions have $5.26B invested in Moelis & Co in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 115 increasing their positions, 118 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

563% more call options, than puts

Call options by funds: $9.01M | Put options by funds: $1.36M

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

7% more capital invested

Capital invested by funds: $4.91B → $5.26B (+$345M)

6% more funds holding

Funds holding: 332351 (+19)

3% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 118

1.08% less ownership

Funds ownership: 101.86%100.77% (-1.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
351
Holders Change
+19
Holders Change %
+5.72%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
65
Increased
115
Reduced
118
Closed
41
Calls
$9.01M
Puts
$1.36M
Net Calls
+$7.65M
Net Calls Change
+$2.78M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$621M +$1.13M +15,617 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$602M +$7.22M +99,766 +1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$524M -$9.88M -136,492 -2%
LCOV
4
London Company of Virginia
Virginia
$271M -$1.74M -24,051 -0.7%
State Street
5
State Street
Massachusetts
$211M +$9.04M +124,888 +5%
WA
6
Wasatch Advisors
Utah
$194M -$15.6M -215,537 -8%
Ameriprise
7
Ameriprise
Minnesota
$160M -$5.61M -77,477 -3%
TAM
8
Timucuan Asset Management
Florida
$148M -$42.3M -584,980 -23%
Goldman Sachs
9
Goldman Sachs
New York
$131M -$13.3M -183,214 -9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$117M -$327K -4,514 -0.3%
Citadel Advisors
11
Citadel Advisors
Florida
$96.4M +$14.4M +198,703 +18%
MAM
12
Madison Asset Management
Wisconsin
$86.1M -$28.5M -394,434 -25%
MIA
13
Madison Investment Advisors
Wisconsin
$86.1M +$84.3M +1,164,887 New
JP Morgan Chase
14
JP Morgan Chase
New York
$85.2M -$3.85M -53,219 -4%
Wells Fargo
15
Wells Fargo
California
$71M -$7.85M -108,507 -10%
Charles Schwab
16
Charles Schwab
California
$69.1M +$914K +12,632 +1%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$66.1M -$5.78M -79,928 -8%
HighTower Advisors
18
HighTower Advisors
Illinois
$64.7M -$1.47M -20,367 -2%
Northern Trust
19
Northern Trust
Illinois
$63.5M +$2.66M +36,736 +4%
HCL
20
Heard Capital LLC
Illinois
$62.2M -$69.2M -956,390 -53%
Assenagon Asset Management
21
Assenagon Asset Management
Luxembourg
$56.8M +$3.87M +53,473 +7%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$53.4M +$35.8M +494,123 +216%
Capital World Investors
23
Capital World Investors
California
$53.1M
Norges Bank
24
Norges Bank
Norway
$52.6M -$2.42M -33,450 -4%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$52.3M -$1.73M -23,878 -3%