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Moelis & Co

221 hedge funds and large institutions have $1.45B invested in Moelis & Co in 2018 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 85 increasing their positions, 59 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+8
Holders Change %
+3.76%
% of All Funds
4.93%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
52
Increased
85
Reduced
59
Closed
43
Calls
$4.18M
Puts
$323K
Net Calls
+$3.85M
Net Calls Change
+$5.76M
Name Holding Trade Value Shares
Change
Shares
Change %
RCAMU
26
Rothschild & Co Asset Management US
Connecticut
$11M +$392K +11,391 +4%
UBS Group
27
UBS Group
Switzerland
$9.35M -$710K -20,655 -7%
Deutsche Bank
28
Deutsche Bank
Germany
$8.54M -$3.11M -90,449 -27%
Charles Schwab
29
Charles Schwab
California
$8.46M -$43.5K -1,265 -0.5%
Renaissance Technologies
30
Renaissance Technologies
New York
$8.17M +$7.26M +211,157 +794%
CF
31
CNA Financial
Illinois
$7.51M
WAM
32
Winslow Asset Management
Ohio
$6.93M -$39.4K -1,145 -0.6%
Victory Capital Management
33
Victory Capital Management
Texas
$6.83M +$6.83M +198,620 New
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$6.63M +$3.09M +89,909 +87%
PC
35
Pier Capital
Connecticut
$6.27M +$3.67M +106,856 +142%
AL
36
AJO LP
Pennsylvania
$5.92M +$5.92M +172,058 New
SEI Investments
37
SEI Investments
Pennsylvania
$5.79M +$207K +3,908 +4%
MCM
38
Maltese Capital Management
New York
$5.33M +$5.33M +155,000 New
Citadel Advisors
39
Citadel Advisors
Florida
$5.23M +$3.29M +95,811 +170%
MOACM
40
Mutual of America Capital Management
New York
$5.09M +$1.13M +33,011 +29%
RJA
41
Raymond James & Associates
Florida
$4.96M +$5.95K +173 +0.1%
GLA
42
Great Lakes Advisors
Illinois
$4.9M +$687K +19,984 +16%
PPA
43
Parametric Portfolio Associates
Washington
$4.54M -$114K -3,328 -2%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.44M +$99.9K +2,905 +2%
Goldman Sachs
45
Goldman Sachs
New York
$4.41M -$1.59M -46,181 -26%
Squarepoint
46
Squarepoint
New York
$4.41M +$2.78M +80,870 +171%
Invesco
47
Invesco
Georgia
$3.94M +$2.71M +78,729 +220%
Marshall Wace
48
Marshall Wace
United Kingdom
$3.68M +$3.23M +93,899 +718%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$3.66M -$3.35M -97,463 -48%
Nordea Investment Management
50
Nordea Investment Management
Sweden
$3.64M +$932K +27,118 +34%