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Moelis & Co
MC

Overview Fund Activity

85 hedge funds and large institutions have $418M invested in Moelis & Co in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
32
Reduced
27
Closed
11
Calls
$29K
Puts
–
Net Calls
+$29K
Net Calls Change
-$28K

Top Buyers

1
BAMCO Inc
1
BAMCO Inc
New York
$75.5M
2
RA
2
Royce & Associates
New York
$7.25M
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$14.3M
4
American Century Companies
4
American Century Companies
Missouri
$8.72M
5
MCM
5
Maltese Capital Management
New York
$2.89M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$15.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$10.5M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$421K
Name Market Value Shares Shares
Change 		Shares
Change %
LI
26
LMCG Investments
Massachusetts
$2.98M 113,517 +43,316 +62%
MCM
27
Maltese Capital Management
New York
$2.89M 110,000 +110,000 New
AC
28
Alpenglow Capital
California
$2.77M 105,348 +12,156 +13%
PCM
29
PAR Capital Management
Massachusetts
$2.63M 100,000 +100,000 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$2.25M 85,573 -7,330 -8%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$2.25M 85,532 +756 +0.9%
IP
32
Interval Partners
New York
$1.96M 74,652 +14,157 +23%
JHIU
33
Janus Henderson Investors US
Colorado
$1.77M 67,317 – –
BIM
34
BlackRock Investment Management
Delaware
$1.54M 58,510 +523 +0.9%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$1.35M 51,534 +42,775 +488%
Charles Schwab
36
Charles Schwab
California
$1.35M 51,305 +16,478 +47%
MAM
37
Martingale Asset Management
Massachusetts
$1.3M 49,438 +3,104 +7%
Wells Fargo
38
Wells Fargo
California
$1.3M 49,365 -614 -1%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$1.28M 48,815 +16,645 +52%
RFC
40
Russell Frank Company
Washington
$1.05M 40,100 +40,100 New
Los Angeles Capital Management
41
Los Angeles Capital Management
California
$1.04M 39,466 +20 +0.1%
UBS Group
42
UBS Group
Switzerland
$1.02M 38,786 -2,266 -6%
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$853K 32,490 +32,490 New
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$841K 32,030 -100 -0.3%
CIA
45
Capital Impact Advisors
Massachusetts
$813K 30,960 – –
ECA
46
Endeavour Capital Advisors
Connecticut
$810K 30,837 -32,375 -51%
PAM
47
Panagora Asset Management
Massachusetts
$678K 25,814 +2,400 +10%
SO
48
STRS Ohio
Ohio
$674K 25,700 +25,700 New
TA
49
Teachers Advisors
New York
$654K 24,904 – –
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$652K 24,826 -171 -0.7%
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