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Moelis & Co

99 hedge funds and large institutions have $462M invested in Moelis & Co in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $391M → $462M (+$70.8M)

3% more funds holding

Funds holding: 9699 (+3)

0.88% less ownership

Funds ownership: 84.93%84.05% (-0.88%)

Holders
99
Holders Change
+3
Holders Change %
+3.13%
% of All Funds
2.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
44
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$3.62M +$1.83M +71,181 +112%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$3.48M -$79.1K -3,078 -2%
Two Sigma Investments
28
Two Sigma Investments
New York
$3.02M +$62.5K +2,432 +2%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$2.93M +$115K +4,488 +4%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$2.93M +$2.74M +106,800 +4,855%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.74M -$34K -1,323 -1%
KCM
32
Kennedy Capital Management
Missouri
$2.57M +$2.46M +95,644 New
Fidelity Investments
33
Fidelity Investments
Massachusetts
$2.53M -$871K -33,900 -26%
Millennium Management
34
Millennium Management
New York
$2.04M -$110K -4,270 -5%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$1.84M +$1.13M +43,970 +178%
BIM
36
BlackRock Investment Management
Delaware
$1.83M -$3.57K -139 -0.2%
Charles Schwab
37
Charles Schwab
California
$1.71M +$81.2K +3,162 +5%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$1.5M +$285K +11,100 +25%
GCP
39
GSA Capital Partners
United Kingdom
$1.45M +$317K +12,357 +30%
TA
40
Teachers Advisors
New York
$1.42M +$595K +23,171 +78%
Wells Fargo
41
Wells Fargo
California
$1.42M +$73.7K +2,869 +6%
SIM
42
Spark Investment Management
New York
$1.34M -$627K -24,400 -33%
MAM
43
Martingale Asset Management
Massachusetts
$1.17M -$44.9K -1,746 -4%
AAMU
44
AEGON Asset Management (UK)
United Kingdom
$1.11M -$71.4K -2,779 -6%
UBS AM
45
UBS AM
Illinois
$1.06M -$16.3K -636 -2%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.06M +$7.71K +300 +0.8%
VRS
47
Virginia Retirement Systems
Virginia
$968K +$925K +36,000 New
CIA
48
Capital Impact Advisors
Massachusetts
$923K
Swiss National Bank
49
Swiss National Bank
Switzerland
$887K
HCM
50
Highbridge Capital Management
New York
$829K +$791K +30,805 New