MC icon

Moelis & Co
MC

Overview Fund Activity

59 hedge funds and large institutions have $274M invested in Moelis & Co in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 13 closing their positions.

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
11
Increased
24
Reduced
16
Closed
13
Calls
$120K
Puts
$34K
Net Calls
+$86K
Net Calls Change
+$86K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$10.4M
2
EIM
2
Essex Investment Management
Massachusetts
$3.71M
3
EMFAT
3
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.85M
4
EA
4
Emerald Advisers
Pennsylvania
$5.2M
5
Millennium Management
5
Millennium Management
New York
$1.81M

Top Sellers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$32.7M
3
VKH
3
Virtu KCG Holdings
New York
$0
4
BG
4
BlackRock Group
United Kingdom
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$24.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$23K 659 +597 +963%
TRCT
52
Tower Research Capital (TRC)
New York
$19K 549 -3,823 -87%
MCM
53
Mazama Capital Management
Oregon
$19K 542 -1,742 -76%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$14.2K 415 +415 New
Creative Planning
55
Creative Planning
Kansas
$14K 400 – –
Bank of America
56
Bank of America
North Carolina
$11K 331 +297 +874%
Barclays
57
Barclays
United Kingdom
$3K 77 -85 -52%
Deutsche Bank
58
Deutsche Bank
Germany
$2K 67 +25 +60%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$209 6,135 +1,292 +27%
PFMOSF
60
Philadelphia Financial Management of San Francisco
California
– – -247,055 Closed
VKH
61
Virtu KCG Holdings
New York
– – -48,889 Closed
BG
62
BlackRock Group
United Kingdom
– – -43,781 Closed
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
– – -38,341 Closed
MCM
64
Maltese Capital Management
New York
– – -30,000 Closed
CS
65
Credit Suisse
Switzerland
– – -26,676 Closed
PP
66
PDT Partners
New York
– – -11,100 Closed
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
– – -10,072 Closed
Federated Hermes
68
Federated Hermes
Pennsylvania
– – -10,000 Closed
LCM
69
Laurion Capital Management
New York
– – -9,929 Closed
SIM
70
Spark Investment Management
New York
– – -7,600 Closed
VFA
71
Virtus Fund Advisers
Connecticut
– – -628 Closed
GSC
72
Ground Swell Capital
South Carolina
– – -152 Closed
1 2
3