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Moelis & Co
MC

Overview Fund Activity

93 hedge funds and large institutions have $420M invested in Moelis & Co in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 19 closing their positions.

Holders
93
Holders Change
-6
Holders Change %
-6.06%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
13
Increased
37
Reduced
26
Closed
19
Calls
$39K
Puts
$39K
Net Calls
–
Net Calls Change
-$112K

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$45.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$36.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$31M
5
LCM
5
Lomas Capital Management
New York
$24.5M

Top Sellers

1
EA
1
Emerald Advisers
Pennsylvania
$0
2
AIM
2
abrdn Investment Management
United Kingdom
$0
3
EMFAT
3
Emerald Mutual Fund Advisers Trust
Pennsylvania
$366K
4
SC
4
Shellback Capital
Massachusetts
$0
5
ECA
5
Endeavour Capital Advisors
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$2.57M 85,399 +2,234 +3%
MCM
27
Maltese Capital Management
New York
$2.56M 85,100 +85,100 New
Two Sigma Investments
28
Two Sigma Investments
New York
$2.47M 81,957 -120,034 -59%
Citadel Advisors
29
Citadel Advisors
Florida
$2.44M 81,134 +5,932 +8%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$2.28M 75,531 -16,840 -18%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$2.25M 74,805 -1,518 -2%
LI
32
LMCG Investments
Massachusetts
$1.96M 65,087 +24,216 +59%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.9M 62,978 +1,992 +3%
RFC
34
Russell Frank Company
Washington
$1.74M 57,602 -35,039 -38%
JHIU
35
Janus Henderson Investors US
Colorado
$1.69M 56,000 +13,208 +31%
UBS Group
36
UBS Group
Switzerland
$1.4M 46,305 +22,425 +94%
Wells Fargo
37
Wells Fargo
California
$1.39M 46,042 +4,170 +10%
Ameriprise
38
Ameriprise
Minnesota
$1.22M 40,580 +845 +2%
TC
39
TFS Capital
Pennsylvania
$1.13M 37,423 -49,473 -57%
PI
40
Putnam Investments
Massachusetts
$1.03M 34,186 -489 -1%
IP
41
Interval Partners
New York
$993K 32,955 +16,736 +103%
MAM
42
Martingale Asset Management
Massachusetts
$949K 31,500 +31,500 New
CIA
43
Capital Impact Advisors
Massachusetts
$933K 30,960 +30,960 New
Renaissance Technologies
44
Renaissance Technologies
New York
$834K 27,700 +21,400 +340%
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$820K 27,210 +5,200 +24%
SCP
46
Scoria Capital Partners
Connecticut
$753K 25,000 +25,000 New
Charles Schwab
47
Charles Schwab
California
$731K 24,255 +1,624 +7%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$714K 23,711 +3,109 +15%
SIM
49
Spark Investment Management
New York
$704K 23,400 +23,400 New
BIM
50
BlackRock Investment Management
Delaware
$700K 23,247 +202 +0.9%
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