MC icon

Moelis & Co
MC

Overview Fund Activity

213 hedge funds and large institutions have $2.36B invested in Moelis & Co in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
4.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
90
Reduced
63
Closed
23
Calls
$7.16M
Puts
$9.07M
Net Calls
-$1.91M
Net Calls Change
-$4.62M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$390M
2
BlackRock
2
BlackRock
New York
$344M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$229M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$92.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$12.7M

Top Sellers

1
MWNA
1
Marshall Wace North America
New York
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.46M
3
HCM
3
Hodges Capital Management
Texas
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$9.57M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$69.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAMU
26
Rothschild & Co Asset Management US
Connecticut
$16.9M -$412K -7,519 -2%
UBS Group
27
UBS Group
Switzerland
$16M +$2.26M +41,276 +16%
Charles Schwab
28
Charles Schwab
California
$13.6M +$2.61M +47,539 +24%
RA
29
Royce & Associates
New York
$13.5M -$340K -6,200 -2%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$12.7M +$12.2M +221,848 +2,326%
CF
31
CNA Financial
Illinois
$12M – – –
Fidelity Investments
32
Fidelity Investments
Massachusetts
$11.2M -$1.15M -20,903 -9%
WAM
33
Winslow Asset Management
Ohio
$11.1M -$92.9K -1,695 -0.8%
NIP
34
Nicholas Investment Partners
California
$10.3M +$856K +15,624 +9%
Goldman Sachs
35
Goldman Sachs
New York
$9.57M -$5.46M -99,612 -36%
OAM
36
Origin Asset Management
United Kingdom
$9.11M -$411K -7,500 -4%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$8.81M +$8.5M +155,128 +2,722%
BA
38
Boston Advisors
Massachusetts
$8.65M +$400K +7,306 +5%
ACL
39
Azora Capital LP
Florida
$8.12M +$8.12M +148,187 New
RJA
40
Raymond James & Associates
Florida
$7.89M -$29.2K -532 -0.4%
PPA
41
Parametric Portfolio Associates
Washington
$7.42M +$1M +18,311 +16%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.92M -$670K -12,226 -9%
GLA
43
Great Lakes Advisors
Illinois
$6.71M -$402K -7,341 -6%
TCIM
44
TIAA CREF Investment Management
New York
$6.46M -$610K -11,126 -9%
Millennium Management
45
Millennium Management
New York
$6.39M +$6.39M +116,545 New
MOACM
46
Mutual of America Capital Management
New York
$6.3M -$356K -6,491 -5%
SEI Investments
47
SEI Investments
Pennsylvania
$5.83M +$163K +2,944 +3%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$5.79M -$787K -14,366 -12%
TA
49
Teachers Advisors
New York
$5.78M -$290K -5,286 -5%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$5.64M +$3.15M +57,561 +127%
1
2
3 4 5