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Moelis & Co
MC

Overview Fund Activity

174 hedge funds and large institutions have $1.46B invested in Moelis & Co in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 50 reducing their positions, and 36 closing their positions.

Holders
174
Holders Change
-14
Holders Change %
-7.45%
% of All Funds
3.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
75
Reduced
50
Closed
36
Calls
$2.58M
Puts
$2.4M
Net Calls
+$172K
Net Calls Change
-$2.13M

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$65.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$36.8M
3
CCM
3
Causeway Capital Management
California
$29.2M
4
LCOV
4
London Company of Virginia
Virginia
$93M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$25M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.02M
2
ECA
2
Endeavour Capital Advisors
Connecticut
$0
3
BlackRock
3
BlackRock
New York
$109M
4
Ameriprise
4
Ameriprise
Minnesota
$9.9M
5
Man Group
5
Man Group
United Kingdom
$3.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$15M 533,504 -13,626 -2%
TCM
27
Tributary Capital Management
Nebraska
$12.6M 448,419 +267,351 +148%
TAM
28
Timucuan Asset Management
Florida
$12.4M 439,900 +89,900 +26%
Charles Schwab
29
Charles Schwab
California
$11.8M 419,752 +32,589 +8%
PF
30
Phoenix Financial
Israel
$11.4M 416,102 – –
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$10.1M 357,749 +123,082 +52%
Ameriprise
32
Ameriprise
Minnesota
$9.9M 353,872 -336,083 -49%
UBS Group
33
UBS Group
Switzerland
$8.6M 305,984 +13,099 +4%
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$8.59M 305,502 +162,700 +114%
VNIM
35
Vaughan Nelson Investment Management
Texas
$8.38M 298,195 +298,195 New
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.35M 296,993 +59,259 +25%
RJA
37
Raymond James & Associates
Florida
$6.17M 219,498 -10,058 -4%
Invesco
38
Invesco
Georgia
$6.15M 219,015 +27,123 +14%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$5.86M 208,575 +81,143 +64%
HCL
40
Heard Capital LLC
Illinois
$5.77M 205,457 +67,019 +48%
Deutsche Bank
41
Deutsche Bank
Germany
$5.68M 201,976 +50,263 +33%
CM
42
Capital Management
Virginia
$5.57M 198,340 +198,340 New
WAM
43
Winslow Asset Management
Ohio
$5.26M 187,163 +2,424 +1%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$4.96M 166,760 +7,062 +4%
MIP
45
Mondrian Investment Partners
United Kingdom
$4.41M 157,053 -4,145 -3%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$4.08M 134,195 +14,986 +13%
MOACM
47
Mutual of America Capital Management
New York
$4.01M 142,732 -6,280 -4%
HighTower Advisors
48
HighTower Advisors
Illinois
$3.83M 136,021 +7,977 +6%
Man Group
49
Man Group
United Kingdom
$3.26M 115,944 -307,644 -73%
SSA
50
Schonfeld Strategic Advisors
New York
$3.2M 113,733 -112,179 -50%
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