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Moelis & Co
MC

Overview Fund Activity

190 hedge funds and large institutions have $1.83B invested in Moelis & Co in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+16
Holders Change %
+9.2%
% of All Funds
3.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
87
Reduced
42
Closed
21
Calls
$3.48M
Puts
$1.49M
Net Calls
+$1.99M
Net Calls Change
+$1.82M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$89.5M
2
TAM
2
Timucuan Asset Management
Florida
$49.6M
3
MAM
3
Madison Asset Management
Wisconsin
$29M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$26.5M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$31.3M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$40.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$32M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$6.16M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$415K
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital World Investors
26
Capital World Investors
California
$22.4M – – –
EA
27
Emerald Advisers
Pennsylvania
$20.9M +$385K +12,368 +2%
Bank of America
28
Bank of America
North Carolina
$18.5M +$1.55M +49,843 +9%
Norges Bank
29
Norges Bank
Norway
$18.5M +$781K +25,050 +4%
EMFAT
30
Emerald Mutual Fund Advisers Trust
Pennsylvania
$18.3M +$1.23M +39,368 +7%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$17.2M +$619K +19,874 +4%
TCM
32
Tributary Capital Management
Nebraska
$15.1M +$1.08M +34,657 +8%
Charles Schwab
33
Charles Schwab
California
$14.1M +$982K +31,525 +8%
PF
34
Phoenix Financial
Israel
$12.3M – – –
Ameriprise
35
Ameriprise
Minnesota
$11.2M +$183K +5,864 +2%
Lord, Abbett & Co
36
Lord, Abbett & Co
New Jersey
$9.67M +$155K +4,973 +2%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.56M +$418K +13,578 +5%
HCL
38
Heard Capital LLC
Illinois
$9.26M +$2.86M +91,777 +45%
UBS Group
39
UBS Group
Switzerland
$8.37M -$1.16M -37,312 -12%
RJA
40
Raymond James & Associates
Florida
$6.92M +$78.6K +2,524 +1%
PC
41
Pier Capital
Connecticut
$6.79M +$3.92M +125,944 +137%
MOACM
42
Mutual of America Capital Management
New York
$6.58M +$2.13M +68,383 +48%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$6.56M +$58.2K +1,867 +0.9%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$6.16M -$4.99M -160,077 -45%
WAM
45
Winslow Asset Management
Ohio
$5.8M -$29.4K -942 -0.5%
Deutsche Bank
46
Deutsche Bank
Germany
$5.74M -$558K -17,900 -9%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$5.66M +$4.9M +157,249 +645%
Goldman Sachs
48
Goldman Sachs
New York
$4.65M +$1.31M +42,089 +39%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$4.41M +$232K +7,437 +6%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$4.38M +$1.43M +46,034 +49%
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