MC icon

Moelis & Co
MC

Overview Fund Activity

144 hedge funds and large institutions have $973M invested in Moelis & Co in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 12 closing their positions.

Holders
144
Holders Change
+16
Holders Change %
+12.5%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
53
Reduced
46
Closed
12
Calls
$1.57M
Puts
$1.75M
Net Calls
-$184K
Net Calls Change
+$120K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$48.7M
2
AII
2
AGF Investments Inc
Ontario, Canada
$21.9M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$19.1M
4
WAM
4
Winslow Asset Management
Ohio
$7.8M
5
BA
5
Boston Advisors
Massachusetts
$6.35M

Top Sellers

1
RA
1
Royce & Associates
New York
$30.8M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$6.42M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$69.7M
4
Jennison Associates
4
Jennison Associates
New York
$27.1M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
EI
51
EAM Investors
California
$2.82M 72,578 -5,239 -7%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$2.55M 65,700 -110,700 -63%
Wellington Management Group
53
Wellington Management Group
Massachusetts
$2.48M 63,828 -59,733 -48%
SEI Investments
54
SEI Investments
Pennsylvania
$2.41M 62,048 +8,632 +16%
OSAM
55
O'Shaughnessy Asset Management
Connecticut
$2.33M 59,953 +17,661 +42%
Allianz Asset Management
56
Allianz Asset Management
Germany
$2.23M 57,561 +57,561 New
Prudential Financial
57
Prudential Financial
New Jersey
$2.15M 55,240 -83,260 -60%
O
58
OppenheimerFunds
New York
$2.11M 54,188 -1,292 -2%
Nordea Investment Management
59
Nordea Investment Management
Sweden
$1.96M 50,373 +50,373 New
MC
60
Menta Capital
California
$1.95M 50,284 +25,353 +102%
PPA
61
Parametric Portfolio Associates
Washington
$1.86M 47,890 +23,384 +95%
GC
62
Globeflex Capital
California
$1.83M 47,099 -2,239 -5%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.73M 44,472 -1,900 -4%
PG
64
PEAK6 Group
Illinois
$1.72M 44,315 +26,282 +146%
Swiss National Bank
65
Swiss National Bank
Switzerland
$1.65M 42,400 – –
AllianceBernstein
66
AllianceBernstein
Tennessee
$1.61M 41,300 +780 +2%
Citadel Advisors
67
Citadel Advisors
Florida
$1.51M 38,761 -56,172 -59%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$1.46M 37,596 +5,899 +19%
AAMU
69
AEGON Asset Management (UK)
United Kingdom
$1.46M 37,594 -1,150 -3%
Two Sigma Investments
70
Two Sigma Investments
New York
$1.46M 37,538 -138,495 -79%
Stifel Financial
71
Stifel Financial
Missouri
$1.42M 36,542 +478 +1%
GC
72
Guggenheim Capital
Illinois
$1.27M 32,566 -8,887 -21%
CIA
73
Capital Impact Advisors
Massachusetts
$1.25M 32,249 -12,355 -28%
PAM
74
Panagora Asset Management
Massachusetts
$1.11M 28,531 +5,333 +23%
Jacobs Levy Equity Management
75
Jacobs Levy Equity Management
New Jersey
$1.07M 27,622 -80,768 -75%
1 2
3
4 5