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Moelis & Co
MC

Overview Fund Activity

59 hedge funds and large institutions have $274M invested in Moelis & Co in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 13 closing their positions.

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
11
Increased
24
Reduced
16
Closed
13
Calls
$120K
Puts
$34K
Net Calls
+$86K
Net Calls Change
+$86K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$10.4M
2
EIM
2
Essex Investment Management
Massachusetts
$3.71M
3
EMFAT
3
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.85M
4
EA
4
Emerald Advisers
Pennsylvania
$5.2M
5
Millennium Management
5
Millennium Management
New York
$1.81M

Top Sellers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$32.7M
3
VKH
3
Virtu KCG Holdings
New York
$0
4
BG
4
BlackRock Group
United Kingdom
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$24.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$1.47M 42,916 -27,179 -39%
JHIU
27
Janus Henderson Investors US
Colorado
$1.46M 42,792 – –
Geode Capital Management
28
Geode Capital Management
Massachusetts
$1.34M 39,369 +16,895 +75%
Wells Fargo
29
Wells Fargo
California
$1.29M 37,865 +1,141 +3%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$974K 28,522 +1,663 +6%
BIM
31
BlackRock Investment Management
Delaware
$791K 23,168 +754 +3%
TI
32
Turner Investments
Pennsylvania
$781K 22,870 +1,790 +8%
AI
33
Axiom Investors
Connecticut
$643K 18,831 -8,069 -30%
U
34
UBS
Switzerland
$635K 18,602 +4,558 +32%
Charles Schwab
35
Charles Schwab
California
$564K 16,497 +357 +2%
DC
36
Deere & Company
Illinois
$496K 14,510 +14,510 New
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$464K 13,577 +77 +0.6%
PI
38
Putnam Investments
Massachusetts
$366K 10,727 +10,727 New
TA
39
Teachers Advisors
New York
$355K 10,406 – –
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$261K 7,645 +50 +0.7%
FM
41
Forward Management
California
$256K 7,500 +7,500 New
RA
42
Royce & Associates
New York
$201K 5,900 -5,900 -50%
NFA
43
Nationwide Fund Advisors
Ohio
$194K 5,679 -17,903 -76%
AIG
44
American International Group
New York
$165K 4,818 -4 -0.1%
SO
45
STRS Ohio
Ohio
$153K 4,467 +4,467 New
MLICM
46
Metropolitan Life Insurance Company (MetLife)
New York
$145K 4,257 -4,150 -49%
BA
47
BlackRock Advisors
Delaware
$107K 3,127 -86 -3%
AllianceBernstein
48
AllianceBernstein
Tennessee
$68K 2,000 +2,000 New
Legal & General Group
49
Legal & General Group
United Kingdom
$46K 1,370 +1,370 New
RNS
50
Robert N. Shapiro
$37K 1,093 +1,093 New
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