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Moelis & Co
MC

Overview Fund Activity

188 hedge funds and large institutions have $1.47B invested in Moelis & Co in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-7
Holders Change %
-3.59%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
66
Reduced
64
Closed
31
Calls
$4.15M
Puts
$1.85M
Net Calls
+$2.3M
Net Calls Change
+$6.58M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$30.8M
2
Millennium Management
2
Millennium Management
New York
$18.8M
3
PF
3
Phoenix Financial
Israel
$13.2M
4
BlackRock
4
BlackRock
New York
$136M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.59M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$92.4M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$170M
3
SSA
3
Schonfeld Strategic Advisors
New York
$7.21M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$512K
5
Jennison Associates
5
Jennison Associates
New York
$36.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$12.4M +$1.01M +31,599 +9%
ECA
27
Endeavour Capital Advisors
Connecticut
$12.1M +$5.33M +167,077 +79%
TAM
28
Timucuan Asset Management
Florida
$11.2M – – –
Citadel Advisors
29
Citadel Advisors
Florida
$9.71M +$5M +156,742 +106%
UBS Group
30
UBS Group
Switzerland
$9.35M +$2.5M +78,374 +37%
Goldman Sachs
31
Goldman Sachs
New York
$8.47M +$4.31M +134,988 +104%
PC
32
Pier Capital
Connecticut
$8.13M -$70.6K -2,212 -0.9%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.59M +$6.64M +208,153 +704%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$7.49M +$1.51M +47,395 +25%
Bank of America
35
Bank of America
North Carolina
$7.42M -$1.85M -57,996 -20%
RJA
36
Raymond James & Associates
Florida
$7.33M -$557K -17,455 -7%
SSA
37
Schonfeld Strategic Advisors
New York
$7.21M -$8.72M -273,131 -55%
Invesco
38
Invesco
Georgia
$6.13M +$658K +20,602 +12%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$6.07M +$1.41M +44,231 +30%
WAM
40
Winslow Asset Management
Ohio
$5.9M +$109K +3,421 +2%
TCM
41
Tributary Capital Management
Nebraska
$5.78M +$5.78M +181,068 New
Morgan Stanley
42
Morgan Stanley
New York
$5.41M +$821K +25,730 +18%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$5.21M +$1.76M +54,015 +51%
MIP
44
Mondrian Investment Partners
United Kingdom
$5.15M – – –
AssetMark Inc
45
AssetMark Inc
California
$5.14M +$425K +13,304 +9%
Deutsche Bank
46
Deutsche Bank
Germany
$4.84M +$849K +26,595 +21%
MOACM
47
Mutual of America Capital Management
New York
$4.76M -$32.9K -1,030 -0.7%
Lord, Abbett & Co
48
Lord, Abbett & Co
New Jersey
$4.56M -$160K -5,000 -3%
HCL
49
Heard Capital LLC
Illinois
$4.42M +$4.42M +138,438 New
WCM Investment Management
50
WCM Investment Management
California
$4.2M +$3.06M +95,939 +269%
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