MC icon

Moelis & Co
MC

Overview Fund Activity

188 hedge funds and large institutions have $2B invested in Moelis & Co in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 28 closing their positions.

Holders
188
Holders Change
-2
Holders Change %
-1.05%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
28
Increased
64
Reduced
61
Closed
28
Calls
$5.62M
Puts
$636K
Net Calls
+$4.98M
Net Calls Change
+$2.99M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$114M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$215M
3
TAM
3
Timucuan Asset Management
Florida
$66.5M
4
WHG
4
Westwood Holdings Group
Texas
$44.1M
5
PPA
5
Parametric Portfolio Associates
Washington
$8.74M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$10.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$6.11M
3
Jennison Associates
3
Jennison Associates
New York
$11.8M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$69.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$19.4M -$1.44M -40,855 -7%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$19.3M -$141K -4,016 -0.7%
Norges Bank
28
Norges Bank
Norway
$18.6M -$2.19M -62,290 -11%
TCM
29
Tributary Capital Management
Nebraska
$16.1M -$910K -25,893 -5%
Ameriprise
30
Ameriprise
Minnesota
$16M +$3.39M +96,352 +27%
Charles Schwab
31
Charles Schwab
California
$16M +$100K +2,859 +0.6%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.5M +$3.58M +101,773 +33%
PF
33
Phoenix Financial
Israel
$13.8M – – –
HCL
34
Heard Capital LLC
Illinois
$12.5M +$2.03M +57,680 +19%
Jennison Associates
35
Jennison Associates
New York
$11.8M -$28.7M -816,380 -71%
Capital Research Global Investors
36
Capital Research Global Investors
California
$10.5M -$34.8M -990,034 -77%
Lord, Abbett & Co
37
Lord, Abbett & Co
New Jersey
$10.2M -$724K -20,600 -7%
PPA
38
Parametric Portfolio Associates
Washington
$8.74M +$6.97M +198,239 +393%
RJA
39
Raymond James & Associates
Florida
$8.28M +$482K +13,708 +6%
UBS Group
40
UBS Group
Switzerland
$8.03M -$1.42M -40,310 -15%
MOACM
41
Mutual of America Capital Management
New York
$7.67M +$253K +7,197 +3%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$7.56M +$169K +4,798 +2%
CM
43
Capital Management
Virginia
$7.23M +$2.37M +67,465 +49%
Deutsche Bank
44
Deutsche Bank
Germany
$6.9M +$428K +12,167 +7%
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$6.82M -$124K -3,531 -2%
Balyasny Asset Management
46
Balyasny Asset Management
Illinois
$6.46M +$6.46M +183,862 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$6.41M +$31.8K +906 +0.5%
WAM
48
Winslow Asset Management
Ohio
$6.28M -$262K -7,455 -4%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$6.11M -$30M -854,523 -83%
Man Group
50
Man Group
United Kingdom
$4.68M +$891K +25,361 +24%
1
2
3 4 5