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Moelis & Co
MC

Overview Fund Activity

183 hedge funds and large institutions have $1.45B invested in Moelis & Co in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 69 increasing their positions, 50 reducing their positions, and 31 closing their positions.

Holders
183
Holders Change
+10
Holders Change %
+5.78%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
41
Increased
69
Reduced
50
Closed
31
Calls
$4.43M
Puts
$737K
Net Calls
+$3.69M
Net Calls Change
+$3.02M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$37.4M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$37.8M
3
Ameriprise
3
Ameriprise
Minnesota
$60.1M
4
BlackRock
4
BlackRock
New York
$171M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$10.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$8.25M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$0
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$0
4
TC
4
Travelers Companies
Minnesota
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$14.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Advisers
51
Two Sigma Advisers
New York
$4.53M 93,472 -20,900 -18%
Citadel Advisors
52
Citadel Advisors
Florida
$4.28M 88,181 -80,344 -48%
KCM
53
Kennedy Capital Management
Missouri
$4.27M 87,968 -827 -0.9%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.04M 83,397 -11,606 -12%
Prudential Financial
55
Prudential Financial
New Jersey
$3.92M 80,820 -16,740 -17%
CIP
56
Chartwell Investment Partners
Pennsylvania
$3.81M 78,611 -5,714 -7%
Wellington Management Group
57
Wellington Management Group
Massachusetts
$3.53M 72,845 -4,082 -5%
ZIM
58
Zacks Investment Management
Illinois
$3.33M 68,633 +3,888 +6%
Los Angeles Capital Management
59
Los Angeles Capital Management
California
$3.29M 67,757 +51,440 +315%
SEI Investments
60
SEI Investments
Pennsylvania
$3.23M 66,495 +908 +1%
Fuller & Thaler Asset Management
61
Fuller & Thaler Asset Management
California
$3.11M 64,100 +38,400 +149%
Asset Management One
62
Asset Management One
Japan
$2.87M 58,476 +58,476 New
Canada Pension Plan Investment Board
63
Canada Pension Plan Investment Board
Ontario, Canada
$2.84M 58,600 +58,600 New
GC
64
Guggenheim Capital
Illinois
$2.81M 57,876 -8,539 -13%
Swiss National Bank
65
Swiss National Bank
Switzerland
$2.71M 55,800 – –
OSAM
66
O'Shaughnessy Asset Management
Connecticut
$2.68M 55,341 +1,090 +2%
VIA
67
Vident Investment Advisory
Georgia
$2.68M 55,184 +3,366 +6%
MPM
68
Meritage Portfolio Management
Kansas
$2.67M 55,119 +55,119 New
Nordea Investment Management
69
Nordea Investment Management
Sweden
$2.56M 52,810 -249 -0.5%
AQR Capital Management
70
AQR Capital Management
Connecticut
$2.55M 52,468 +19,427 +59%
Mackenzie Financial
71
Mackenzie Financial
Ontario, Canada
$2.51M 51,644 +51,644 New
O
72
OppenheimerFunds
New York
$2.48M 51,090 -2,408 -5%
AllianceBernstein
73
AllianceBernstein
Tennessee
$2.43M 50,100 +8,100 +19%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$2.39M 49,241 -919 -2%
SAM
75
Sawgrass Asset Management
Florida
$2.14M 44,025 +44,025 New
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