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Moelis & Co
MC

Overview Fund Activity

196 hedge funds and large institutions have $1.58B invested in Moelis & Co in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 52 reducing their positions, and 58 closing their positions.

Holders
196
Holders Change
-22
Holders Change %
-10.09%
% of All Funds
4.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
40
Increased
79
Reduced
52
Closed
58
Calls
$1.31M
Puts
$632K
Net Calls
+$679K
Net Calls Change
-$306K

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$65.2M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$294M
3
LCOV
3
London Company of Virginia
Virginia
$23.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$76.1M
5
WHG
5
Westwood Holdings Group
Texas
$16.5M

Top Sellers

1
HCM
1
Highline Capital Management
New York
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$4.08M
3
BlackRock
3
BlackRock
New York
$139M
4
Bank of America
4
Bank of America
North Carolina
$11.2M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$628K
Name Holding Trade Value Shares
Change 		Shares
Change %
Point72 Asset Management
26
Point72 Asset Management
Connecticut
$12.1M +$12.1M +346,154 New
Charles Schwab
27
Charles Schwab
California
$11.3M +$1.68M +48,020 +17%
Bank of America
28
Bank of America
North Carolina
$11.2M -$20.3M -580,017 -64%
UBS Group
29
UBS Group
Switzerland
$10.3M +$881K +25,199 +9%
Millennium Management
30
Millennium Management
New York
$10.3M +$1.6M +45,689 +18%
Lord, Abbett & Co
31
Lord, Abbett & Co
New Jersey
$9.85M -$14.6M -417,050 -60%
PC
32
Pier Capital
Connecticut
$8.56M +$1.43M +41,035 +20%
SC
33
Southside Capital
Florida
$7.86M +$7.86M +225,000 New
PFMOSF
34
Philadelphia Financial Management of San Francisco
California
$7.54M +$7.54M +215,864 New
MCM
35
Maltese Capital Management
New York
$7.42M +$7.42M +212,400 New
ECA
36
Endeavour Capital Advisors
Connecticut
$7.32M +$7.32M +209,336 New
Two Sigma Investments
37
Two Sigma Investments
New York
$7.16M +$997K +28,528 +16%
WAM
38
Winslow Asset Management
Ohio
$7.09M +$9.44K +270 +0.1%
Citadel Advisors
39
Citadel Advisors
Florida
$6.95M +$4.52M +129,409 +187%
Invesco
40
Invesco
Georgia
$6.75M +$2.09M +59,916 +45%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$6.43M +$6.43M +183,986 New
RJA
42
Raymond James & Associates
Florida
$6.31M -$1.49M -42,615 -19%
SSA
43
Schonfeld Strategic Advisors
New York
$5.5M +$5.5M +157,464 New
PPA
44
Parametric Portfolio Associates
Washington
$5.37M +$1.07M +30,571 +25%
MOACM
45
Mutual of America Capital Management
New York
$5.27M +$3.46K +99 +0.1%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$4.88M +$1.07M +30,548 +28%
AssetMark Inc
47
AssetMark Inc
California
$4.77M +$958K +27,414 +25%
BCMNY
48
Buckingham Capital Management (New York)
New York
$4.67M +$2.06M +58,875 +79%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$4.67M -$1.26M -35,987 -21%
Deutsche Bank
50
Deutsche Bank
Germany
$4.61M -$1.53M -43,812 -25%
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