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Moelis & Co
MC

Overview Fund Activity

95 hedge funds and large institutions have $479M invested in Moelis & Co in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
46
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Royce & Associates
New York
$51.8M
2
Capital World Investors
2
Capital World Investors
California
$11.9M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$7.65M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.89M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$36.2M

Top Sellers

1
LCM
1
Lomas Capital Management
New York
$2.46M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.44M
3
MCM
3
Maltese Capital Management
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$6.63M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$3.44M 121,800 -264,200 -68%
Millennium Management
27
Millennium Management
New York
$3.11M 110,028 +26,646 +32%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$2.85M 100,964 +690 +0.7%
LCM
29
Lomas Capital Management
New York
$2.46M 87,270 -592,164 -87%
Deutsche Bank
30
Deutsche Bank
Germany
$2.33M 82,548 -70,920 -46%
AC
31
Alpenglow Capital
California
$2.22M 78,698 +23,499 +43%
Two Sigma Investments
32
Two Sigma Investments
New York
$2.17M 77,006 +16,444 +27%
UBS AM
33
UBS AM
Illinois
$2.02M 71,717 +10,683 +18%
IP
34
Interval Partners
New York
$2.01M 71,250 +32,447 +84%
UBS Group
35
UBS Group
Switzerland
$1.94M 68,649 +15,709 +30%
BIM
36
BlackRock Investment Management
Delaware
$1.8M 63,672 +5,198 +9%
SIM
37
Spark Investment Management
New York
$1.68M 59,500 +48,300 +431%
Charles Schwab
38
Charles Schwab
California
$1.67M 58,984 +1,441 +3%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$1.58M 55,915 -750 -1%
RFC
40
Russell Frank Company
Washington
$1.57M 55,483 +15,383 +38%
Wells Fargo
41
Wells Fargo
California
$1.45M 51,174 -837 -2%
PAM
42
Panagora Asset Management
Massachusetts
$1.44M 50,834 -3,323 -6%
CS
43
Credit Suisse
Switzerland
$1.43M 50,756 +32,573 +179%
MAM
44
Martingale Asset Management
Massachusetts
$1.35M 47,877 +1,151 +2%
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$1.11M 39,181 -285 -0.7%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.05M 37,303 +4,658 +14%
CIA
47
Capital Impact Advisors
Massachusetts
$969K 34,333 +3,373 +11%
TI
48
Trexquant Investment
Connecticut
$916K 32,452 +12,029 +59%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$906K 32,089 +32,089 New
Tudor Investment Corp
50
Tudor Investment Corp
Connecticut
$818K 28,968 +13,169 +83%
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