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Moelis & Co
MC

Overview Fund Activity

183 hedge funds and large institutions have $1.45B invested in Moelis & Co in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 69 increasing their positions, 50 reducing their positions, and 31 closing their positions.

Holders
183
Holders Change
+10
Holders Change %
+5.78%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
41
Increased
69
Reduced
50
Closed
31
Calls
$4.43M
Puts
$737K
Net Calls
+$3.69M
Net Calls Change
+$3.02M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$37.4M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$37.8M
3
Ameriprise
3
Ameriprise
Minnesota
$60.1M
4
BlackRock
4
BlackRock
New York
$171M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$10.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$8.25M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$0
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$0
4
TC
4
Travelers Companies
Minnesota
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$14.8M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$11.5M 236,717 +35,293 +18%
CF
27
CNA Financial
Illinois
$10.6M 218,337 – –
Fidelity Investments
28
Fidelity Investments
Massachusetts
$10.4M 214,700 +161,900 +307%
WAM
29
Winslow Asset Management
Ohio
$10M 207,206 +345 +0.2%
Millennium Management
30
Millennium Management
New York
$9.74M 200,849 -159,759 -44%
SCA
31
Secor Capital Advisors
New York
$8.76M 180,694 +94,416 +109%
Goldman Sachs
32
Goldman Sachs
New York
$8.25M 170,161 -1,550,629 -90%
TCIM
33
TIAA CREF Investment Management
New York
$8.19M 168,840 -54,000 -24%
PAM
34
Panagora Asset Management
Massachusetts
$7.88M 162,487 +50,863 +46%
PC
35
Pier Capital
Connecticut
$7.87M 162,162 -3,818 -2%
Charles Schwab
36
Charles Schwab
California
$7.73M 159,446 +4,752 +3%
Wells Fargo
37
Wells Fargo
California
$7.42M 153,015 +13,916 +10%
BA
38
Boston Advisors
Massachusetts
$7.32M 150,869 -51,779 -26%
MCM
39
McKinley Capital Management
Alaska
$6.69M 137,942 +81 +0.1%
MOACM
40
Mutual of America Capital Management
New York
$6.52M 134,422 +928 +0.7%
NIP
41
Nicholas Investment Partners
California
$6.18M 127,483 -5,733 -4%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$5.76M 118,670 -1,758 -1%
APG Asset Management
43
APG Asset Management
Netherlands
$5.62M 139,100 +139,100 New
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$5.55M 114,400 +46,100 +67%
TA
45
Teachers Advisors
New York
$5.16M 106,444 +773 +0.7%
First Trust Advisors
46
First Trust Advisors
Illinois
$5.11M 105,387 +37,831 +56%
HighTower Advisors
47
HighTower Advisors
Illinois
$4.98M 102,827 +44,016 +75%
JIR
48
James Investment Research
Ohio
$4.87M 100,469 +37,789 +60%
SIM
49
Spark Investment Management
New York
$4.84M 99,820 -28,680 -22%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$4.66M 95,980 +6,564 +7%
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