MC icon

Moelis & Co
MC

Overview Fund Activity

99 hedge funds and large institutions have $494M invested in Moelis & Co in 2014 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
99
Holders Change
+40
Holders Change %
+67.8%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
44
Increased
34
Reduced
12
Closed
3
Calls
$147K
Puts
$35K
Net Calls
+$112K
Net Calls Change
+$26K

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$32M
2
BAMCO Inc
2
BAMCO Inc
New York
$51.9M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$33.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$32.5M
5
WRF
5
Waddell & Reed Financial
Kansas
$36.1M

Top Sellers

1
CF
1
CNA Financial
Illinois
$7.63M
2
TP
2
Third Point
New York
$5.78M
3
EIM
3
Essex Investment Management
Massachusetts
$234K
4
CCA
4
Canyon Capital Advisors
Texas
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$24.5M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
26
State Street
Massachusetts
$4.55M 130,334 +58,570 +82%
ECA
27
Endeavour Capital Advisors
Connecticut
$4.14M 118,468 +118,468 New
Two Sigma Advisers
28
Two Sigma Advisers
New York
$3.81M 109,046 +109,046 New
Caisse de Depot et Placement du Quebec (CDPQ)
29
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.67M 105,119 +105,119 New
RFC
30
Russell Frank Company
Washington
$3.23M 92,641 +92,641 New
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$3.23M 92,371 +92,371 New
TC
32
TFS Capital
Pennsylvania
$3.04M 86,896 +86,896 New
BIT
33
BlackRock Institutional Trust
California
$3.03M 86,679 -8,987 -9%
Northern Trust
34
Northern Trust
Illinois
$2.91M 83,165 +9,254 +13%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$2.67M 76,323 +36,954 +94%
Citadel Advisors
36
Citadel Advisors
Florida
$2.63M 75,202 +24,405 +48%
DCM
37
Decade Capital Management
New York
$2.46M 70,521 +70,521 New
Bank of New York Mellon
38
Bank of New York Mellon
New York
$2.13M 60,986 +32,464 +114%
TCIM
39
TIAA CREF Investment Management
New York
$1.83M 52,425 +742 +1%
OA
40
Omega Advisors
New York
$1.69M 48,480 +48,480 New
JHIU
41
Janus Henderson Investors US
Colorado
$1.5M 42,792 – –
Wells Fargo
42
Wells Fargo
California
$1.46M 41,872 +4,007 +11%
LI
43
LMCG Investments
Massachusetts
$1.43M 40,871 +40,871 New
PAM
44
Panagora Asset Management
Massachusetts
$1.41M 40,419 +40,419 New
Ameriprise
45
Ameriprise
Minnesota
$1.39M 39,735 +39,735 New
PI
46
Putnam Investments
Massachusetts
$1.21M 34,675 +23,948 +223%
UBS Group
47
UBS Group
Switzerland
$834K 23,880 +23,880 New
BIM
48
BlackRock Investment Management
Delaware
$805K 23,045 -123 -0.5%
Charles Schwab
49
Charles Schwab
California
$791K 22,631 +6,134 +37%
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$769K 22,010 +22,010 New
1
2
3 4 5