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Moelis & Co
MC

Overview Fund Activity

173 hedge funds and large institutions have $1.31B invested in Moelis & Co in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
173
Holders Change
+29
Holders Change %
+20.14%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
44
Increased
76
Reduced
35
Closed
13
Calls
$2.9M
Puts
$2.23M
Net Calls
+$669K
Net Calls Change
+$853K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$74.1M
2
BlackRock
2
BlackRock
New York
$142M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$122M
4
American Century Companies
4
American Century Companies
Missouri
$24.3M
5
Bank of America
5
Bank of America
North Carolina
$63.9M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$16.7M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$9.14M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$70.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.04M
5
SIM
5
Spark Investment Management
New York
$5.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
51
Neuberger Berman Group
New York
$3.85M +$333K +7,726 +9%
KCM
52
Kennedy Capital Management
Missouri
$3.82M -$1.5M -34,782 -28%
SCA
53
Secor Capital Advisors
New York
$3.71M +$3.71M +86,278 New
CIP
54
Chartwell Investment Partners
Pennsylvania
$3.63M +$3.63M +84,325 New
Wellington Management Group
55
Wellington Management Group
Massachusetts
$3.31M +$564K +13,099 +21%
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$2.96M -$1.39M -32,000 -32%
First Trust Advisors
57
First Trust Advisors
Illinois
$2.91M -$773K -17,948 -21%
GC
58
Guggenheim Capital
Illinois
$2.86M +$1.46M +33,849 +104%
SEI Investments
59
SEI Investments
Pennsylvania
$2.82M +$152K +3,539 +6%
ZIM
60
Zacks Investment Management
Illinois
$2.79M +$2.79M +64,745 New
JIR
61
James Investment Research
Ohio
$2.7M +$2.7M +62,680 New
DCM
62
Dean Capital Management
Kansas
$2.65M +$2.65M +61,545 New
HighTower Advisors
63
HighTower Advisors
Illinois
$2.51M +$2.51M +58,811 New
Swiss National Bank
64
Swiss National Bank
Switzerland
$2.4M +$577K +13,400 +32%
EI
65
EAM Investors
California
$2.4M -$724K -16,810 -23%
OSAM
66
O'Shaughnessy Asset Management
Connecticut
$2.34M -$246K -5,702 -10%
O
67
OppenheimerFunds
New York
$2.3M -$29.7K -690 -1%
Nordea Investment Management
68
Nordea Investment Management
Sweden
$2.28M +$116K +2,686 +5%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$2.27M -$555K -12,900 -20%
VIA
70
Vident Investment Advisory
Georgia
$2.23M +$2.23M +51,818 New
PPA
71
Parametric Portfolio Associates
Washington
$2.17M +$111K +2,587 +5%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$2.16M +$245K +5,688 +13%
3C
73
361 Capital
Colorado
$2.16M +$2.16M +50,065 New
Renaissance Technologies
74
Renaissance Technologies
New York
$2.04M -$5.07M -117,700 -71%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$1.99M +$1.99M +46,267 New
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