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Moelis & Co
MC

Overview Fund Activity

205 hedge funds and large institutions have $2.31B invested in Moelis & Co in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+5
Holders Change %
+2.5%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
77
Reduced
63
Closed
23
Calls
$6.39M
Puts
$3.68M
Net Calls
+$2.71M
Net Calls Change
+$4.51M

Top Buyers

1
BlackRock
1
BlackRock
New York
$314M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$356M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$48.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$210M
5
APG Asset Management
5
APG Asset Management
Netherlands
$33.6M

Top Sellers

1
MWNA
1
Marshall Wace North America
New York
$13.2M
2
AII
2
AGF Investments Inc
Ontario, Canada
$145K
3
Ameriprise
3
Ameriprise
Minnesota
$54.1M
4
LCM
4
Laurion Capital Management
New York
$0
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAMU
26
Rothschild & Co Asset Management US
Connecticut
$18.5M +$246K +4,199 +1%
Goldman Sachs
27
Goldman Sachs
New York
$16.1M -$2.3M -39,297 -13%
Renaissance Technologies
28
Renaissance Technologies
New York
$15.3M +$962K +16,400 +7%
RA
29
Royce & Associates
New York
$14.9M -$12.3M -209,692 -45%
UBS Group
30
UBS Group
Switzerland
$14.7M +$807K +13,757 +6%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$13.2M -$2.28M -38,900 -15%
MWNA
32
Marshall Wace North America
New York
$13.2M -$26.9M -459,420 -67%
CF
33
CNA Financial
Illinois
$12.8M – – –
WAM
34
Winslow Asset Management
Ohio
$12M +$23.9K +407 +0.2%
Charles Schwab
35
Charles Schwab
California
$11.7M +$1.71M +29,147 +17%
OAM
36
Origin Asset Management
United Kingdom
$10.2M +$3.54M +60,300 +53%
NIP
37
Nicholas Investment Partners
California
$10.1M +$128K +2,176 +1%
BA
38
Boston Advisors
Massachusetts
$8.82M -$369K -6,295 -4%
HCM
39
Hodges Capital Management
Texas
$8.75M -$1.49M -25,390 -15%
RJA
40
Raymond James & Associates
Florida
$8.48M +$241K +4,114 +3%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.12M -$1.83M -31,190 -18%
GLA
42
Great Lakes Advisors
Illinois
$7.61M +$7.61M +129,814 New
TCIM
43
TIAA CREF Investment Management
New York
$7.57M +$433K +7,386 +6%
Citadel Advisors
44
Citadel Advisors
Florida
$7.55M +$4.53M +77,313 +151%
First Trust Advisors
45
First Trust Advisors
Illinois
$7.39M +$276K +4,709 +4%
MOACM
46
Mutual of America Capital Management
New York
$7.13M – – –
Neuberger Berman Group
47
Neuberger Berman Group
New York
$7.04M +$21.6K +368 +0.3%
PPA
48
Parametric Portfolio Associates
Washington
$6.87M +$4.95M +84,464 +259%
TA
49
Teachers Advisors
New York
$6.49M +$251K +4,286 +4%
Allianz Asset Management
50
Allianz Asset Management
Germany
$6.21M +$4.04M +68,845 +186%
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