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Moelis & Co
MC

Overview Fund Activity

200 hedge funds and large institutions have $1.9B invested in Moelis & Co in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+17
Holders Change %
+9.29%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
42
Increased
72
Reduced
59
Closed
24
Calls
$1.77M
Puts
$3.56M
Net Calls
-$1.8M
Net Calls Change
-$5.49M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$252M
2
Wells Fargo
Wells Fargo
California
$51.1M
3
MWNA
Marshall Wace North America
New York
$34.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$167M
5
Jennison Associates
Jennison Associates
New York
$60.4M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$5.92M
2
Millennium Management
Millennium Management
New York
$0
3
SCA
Secor Capital Advisors
New York
$0
4
Bank of America
Bank of America
North Carolina
$62.1M
5
MCM
McKinley Capital Management
Alaska
$191K
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
51
Teachers Advisors
New York
$5.41M – – –
Asset Management One
52
Asset Management One
Japan
$5.15M +$2.17M +42,751 +73%
PAM
53
Panagora Asset Management
Massachusetts
$5.11M -$3.15M -62,035 -38%
JIM
54
Jupiter Investment Management
United Kingdom
$4.78M +$3.08M +60,519 +181%
JIR
55
James Investment Research
Ohio
$4.55M -$557K -10,954 -11%
Wellington Management Group
56
Wellington Management Group
Massachusetts
$4.49M +$789K +15,510 +21%
MPM
57
Meritage Portfolio Management
Kansas
$4.23M +$1.43M +28,140 +51%
KCM
58
Kennedy Capital Management
Missouri
$4.1M -$374K -7,352 -8%
SEI Investments
59
SEI Investments
Pennsylvania
$3.71M +$332K +6,528 +10%
ZIM
60
Zacks Investment Management
Illinois
$3.6M +$114K +2,243 +3%
Swiss National Bank
61
Swiss National Bank
Switzerland
$3.56M +$722K +14,200 +25%
CIP
62
Chartwell Investment Partners
Pennsylvania
$3.53M -$473K -9,293 -12%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$3.42M -$1.34M -26,300 -28%
SAM
64
Sawgrass Asset Management
Florida
$3.32M +$1.08M +21,275 +48%
Fuller & Thaler Asset Management
65
Fuller & Thaler Asset Management
California
$3.26M – – –
VIA
66
Vident Investment Advisory
Georgia
$3.22M +$276K +5,172 +9%
Nordea Investment Management
67
Nordea Investment Management
Sweden
$3.1M +$410K +8,061 +15%
BCM
68
BlueMar Capital Management
Florida
$3.05M +$3.05M +60,000 New
QC
69
Quadrature Capital
United Kingdom
$2.97M +$2.97M +58,331 New
CS
70
Credit Suisse
Switzerland
$2.93M +$1.11M +21,835 +61%
Citadel Advisors
71
Citadel Advisors
Florida
$2.61M -$1.87M -36,811 -42%
Acadian Asset Management
72
Acadian Asset Management
Massachusetts
$2.6M +$1.26M +24,758 +94%
AQR Capital Management
73
AQR Capital Management
Connecticut
$2.59M -$81K -1,592 -3%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$2.42M -$84.8K -1,668 -3%
NA
75
Navellier & Associates
Nevada
$2.38M +$197K +3,870 +9%
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