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Moelis & Co
MC

Overview Fund Activity

128 hedge funds and large institutions have $953M invested in Moelis & Co in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+19
Holders Change %
+17.43%
% of All Funds
3.19%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
60
Reduced
24
Closed
8
Calls
$2.82M
Puts
$3.12M
Net Calls
-$304K
Net Calls Change
-$1.53M

Top Buyers

1
BlackRock
1
BlackRock
New York
$86.1M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$39.7M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$77.3M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$21.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$73.9M

Top Sellers

1
RA
1
Royce & Associates
New York
$49.8M
2
KCM
2
Kennedy Capital Management
Missouri
$4.92M
3
Jennison Associates
3
Jennison Associates
New York
$34M
4
CMI
4
Cider Mill Investments
Connecticut
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
26
Travelers Companies
Minnesota
$7.78M – – –
SIM
27
Spark Investment Management
New York
$7.25M +$3.84M +99,800 +113%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$6.82M -$15.4K -399 -0.2%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$6.79M -$366K -9,500 -5%
Two Sigma Investments
30
Two Sigma Investments
New York
$6.78M +$2.71M +70,507 +67%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$6.76M +$1.59M +41,412 +31%
Deutsche Bank
32
Deutsche Bank
Germany
$6.75M +$1.74M +45,217 +35%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$5.69M +$5.11M +132,840 +895%
Prudential Financial
34
Prudential Financial
New Jersey
$5.33M +$4.22M +109,688 +381%
Goldman Sachs
35
Goldman Sachs
New York
$5.25M +$3.15M +81,877 +150%
NIP
36
Nicholas Investment Partners
California
$5.21M -$630K -16,371 -11%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$5.21M +$572K +14,855 +12%
TCIM
38
TIAA CREF Investment Management
New York
$4.93M +$293K +7,616 +6%
KCM
39
Kennedy Capital Management
Missouri
$4.92M -$2.38M -61,895 -33%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$4.76M +$67.9K +1,762 +1%
TA
41
Teachers Advisors
New York
$4.4M +$571K +14,840 +15%
BIM
42
Bogle Investment Management
Massachusetts
$4.39M +$4.39M +113,911 New
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$4.17M +$2.97M +77,140 +247%
SCA
44
Secor Capital Advisors
New York
$3.72M +$2.77M +72,080 +295%
Citadel Advisors
45
Citadel Advisors
Florida
$3.66M +$2.89M +74,990 +376%
Charles Schwab
46
Charles Schwab
California
$3.58M +$774K +20,088 +28%
Comerica Bank
47
Comerica Bank
Texas
$3.36M +$3.36M +90,882 New
First Trust Advisors
48
First Trust Advisors
Illinois
$3.24M +$2.44M +63,394 +305%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$3.1M +$426K +11,070 +16%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.09M -$713K -18,521 -19%
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