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Moelis & Co
MC

Overview Fund Activity

200 hedge funds and large institutions have $1.9B invested in Moelis & Co in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+17
Holders Change %
+9.29%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
42
Increased
72
Reduced
59
Closed
24
Calls
$1.77M
Puts
$3.56M
Net Calls
-$1.8M
Net Calls Change
-$5.49M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$252M
2
Wells Fargo
Wells Fargo
California
$51.1M
3
MWNA
Marshall Wace North America
New York
$34.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$167M
5
Jennison Associates
Jennison Associates
New York
$60.4M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$5.92M
2
Millennium Management
Millennium Management
New York
$0
3
SCA
Secor Capital Advisors
New York
$0
4
Bank of America
Bank of America
North Carolina
$62.1M
5
MCM
McKinley Capital Management
Alaska
$191K
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
Laurion Capital Management
New York
$17.9M +$17.9M +351,942 New
Goldman Sachs
27
Goldman Sachs
New York
$15.9M +$7.29M +143,322 +84%
RCAMU
28
Rothschild & Co Asset Management US
Connecticut
$15.8M -$380K -7,476 -2%
Deutsche Bank
29
Deutsche Bank
Germany
$14.5M +$2.24M +43,965 +18%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$13.4M +$2.5M +49,100 +23%
Renaissance Technologies
31
Renaissance Technologies
New York
$12.4M +$11.4M +225,000 +1,148%
UBS Group
32
UBS Group
Switzerland
$12.1M +$41.1K +808 +0.3%
Norges Bank
33
Norges Bank
Norway
$11.6M +$11.6M +228,558 New
CF
34
CNA Financial
Illinois
$11.1M – – –
WAM
35
Winslow Asset Management
Ohio
$10.4M -$170K -3,345 -2%
HCM
36
Hodges Capital Management
Texas
$8.88M +$8.88M +174,620 New
Charles Schwab
37
Charles Schwab
California
$8.68M +$569K +11,195 +7%
NIP
38
Nicholas Investment Partners
California
$8.63M +$2.15M +42,193 +33%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.63M +$4.39M +86,277 +103%
BA
40
Boston Advisors
Massachusetts
$7.97M +$298K +5,867 +4%
PC
41
Pier Capital
Connecticut
$7.79M -$458K -9,001 -6%
RJA
42
Raymond James & Associates
Florida
$7.14M +$6.66M +130,914 +1,370%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$6.29M +$251K +4,944 +4%
TCIM
44
TIAA CREF Investment Management
New York
$6.19M -$2.4M -47,161 -28%
MOACM
45
Mutual of America Capital Management
New York
$6.18M -$656K -12,900 -10%
First Trust Advisors
46
First Trust Advisors
Illinois
$6.17M +$809K +15,911 +15%
HighTower Advisors
47
HighTower Advisors
Illinois
$6.15M +$906K +17,789 +17%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$6.09M +$1.2M +23,693 +25%
American Century Companies
49
American Century Companies
Missouri
$5.92M -$27.8M -546,542 -82%
OAM
50
Origin Asset Management
United Kingdom
$5.77M +$5.77M +113,455 New
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