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Moelis & Co
MC

Overview Fund Activity

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.

Holders
99
Holders Change
+3
Holders Change %
+3.13%
% of All Funds
2.65%
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
–

Top Buyers

1
RA
1
Royce & Associates
New York
$58.1M
2
Ameriprise
2
Ameriprise
Minnesota
$3.71M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$31.3M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$2.93M
5
KCM
5
Kennedy Capital Management
Missouri
$2.57M

Top Sellers

1
BAMCO Inc
1
BAMCO Inc
New York
$68.5M
2
Jennison Associates
2
Jennison Associates
New York
$25.1M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$5.79M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$3.62M +$1.91M +71,181 +112%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$3.48M -$82.8K -3,078 -2%
Two Sigma Investments
28
Two Sigma Investments
New York
$3.02M +$65.4K +2,432 +2%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$2.93M +$121K +4,488 +4%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$2.93M +$2.87M +106,800 +4,855%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.74M -$35.6K -1,323 -1%
KCM
32
Kennedy Capital Management
Missouri
$2.57M +$2.57M +95,644 New
Fidelity Investments
33
Fidelity Investments
Massachusetts
$2.53M -$911K -33,900 -26%
Millennium Management
34
Millennium Management
New York
$2.04M -$115K -4,270 -5%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$1.85M +$1.18M +43,970 +178%
BIM
36
BlackRock Investment Management
Delaware
$1.83M -$3.74K -139 -0.2%
Charles Schwab
37
Charles Schwab
California
$1.71M +$85K +3,162 +5%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$1.5M +$298K +11,100 +25%
GCP
39
GSA Capital Partners
United Kingdom
$1.45M +$332K +12,357 +30%
TA
40
Teachers Advisors
New York
$1.42M +$623K +23,171 +78%
Wells Fargo
41
Wells Fargo
California
$1.42M +$77.1K +2,869 +6%
SIM
42
Spark Investment Management
New York
$1.34M -$656K -24,400 -33%
MAM
43
Martingale Asset Management
Massachusetts
$1.17M -$47K -1,746 -4%
AAMU
44
AEGON Asset Management (UK)
United Kingdom
$1.11M -$74.6K -2,779 -6%
UBS AM
45
UBS AM
Illinois
$1.06M -$17.1K -636 -2%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.06M +$8.07K +300 +0.8%
VRS
47
Virginia Retirement Systems
Virginia
$968K +$968K +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 +$829K +30,805 New
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