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Moelis & Co
MC

Overview Fund Activity

218 hedge funds and large institutions have $1.87B invested in Moelis & Co in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 70 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-3
Holders Change %
-1.36%
% of All Funds
4.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
80
Reduced
70
Closed
40
Calls
$1.66M
Puts
$678K
Net Calls
+$985K
Net Calls Change
-$2.87M

Top Buyers

1
HCM
Highline Capital Management
New York
+$45.2M
2
Goldman Sachs
Goldman Sachs
New York
+$40.6M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$29.3M
4
AIM
Artemis Investment Management
United Kingdom
+$19.3M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$13.8M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$16.4M
2
Morgan Stanley
Morgan Stanley
New York
-$14.3M
3
Jennison Associates
Jennison Associates
New York
-$14.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$12M
5
CF
CNA Financial
Illinois
-$7.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$17.5M -$4.05M -97,251 -19%
Marshall Wace
27
Marshall Wace
United Kingdom
$17.3M +$12.9M +309,566 +289%
RCAMU
28
Rothschild & Co Asset Management US
Connecticut
$12.9M -$342K -8,221 -3%
Charles Schwab
29
Charles Schwab
California
$11.5M +$1.23M +29,446 +12%
UBS Group
30
UBS Group
Switzerland
$11.3M -$56.3K -1,352 -0.5%
Millennium Management
31
Millennium Management
New York
$10.3M -$7.05M -169,457 -41%
RJA
32
Raymond James & Associates
Florida
$9.29M +$3.29M +78,993 +55%
PC
33
Pier Capital
Connecticut
$8.49M +$900K +21,642 +12%
WAM
34
Winslow Asset Management
Ohio
$8.43M +$50.3K +1,210 +0.6%
Two Sigma Investments
35
Two Sigma Investments
New York
$7.34M +$3.12M +75,043 +74%
Deutsche Bank
36
Deutsche Bank
Germany
$7.32M -$3.01M -72,463 -29%
MWNA
37
Marshall Wace North America
New York
$7.21M +$6.32M +151,937 +713%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$7.05M -$124K -2,976 -2%
MOACM
39
Mutual of America Capital Management
New York
$6.27M +$114K +2,736 +2%
AL
40
AJO LP
Pennsylvania
$6.25M -$907K -21,795 -13%
CS
41
Credit Suisse
Switzerland
$6.12M +$3.83M +92,070 +167%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.09M +$717K +17,228 +13%
Morgan Stanley
43
Morgan Stanley
New York
$6M -$14.3M -344,882 -71%
Squarepoint
44
Squarepoint
New York
$5.55M +$217K +5,206 +4%
Invesco
45
Invesco
Georgia
$5.54M +$772K +18,563 +16%
PPA
46
Parametric Portfolio Associates
Washington
$5.13M -$371K -8,923 -7%
SVC
47
Strycker View Capital
New York
$4.6M +$4.6M +110,500 New
AssetMark Inc
48
AssetMark Inc
California
$4.54M +$241K +5,794 +6%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$4.53M +$99.9K +2,402 +2%
SEI Investments
50
SEI Investments
Pennsylvania
$4.52M -$34.9K -839 -0.8%
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