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Moelis & Co
MC

Overview Fund Activity

205 hedge funds and large institutions have $2.31B invested in Moelis & Co in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 63 reducing their positions, and 23 closing their positions.

Holders
205
Holders Change
+5
Holders Change %
+2.5%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
77
Reduced
63
Closed
23
Calls
$6.39M
Puts
$3.68M
Net Calls
+$2.71M
Net Calls Change
+$4.51M

Top Buyers

1
BlackRock
1
BlackRock
New York
$314M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$356M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$48.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$210M
5
APG Asset Management
5
APG Asset Management
Netherlands
$33.6M

Top Sellers

1
MWNA
1
Marshall Wace North America
New York
$13.2M
2
AII
2
AGF Investments Inc
Ontario, Canada
$145K
3
Ameriprise
3
Ameriprise
Minnesota
$54.1M
4
LCM
4
Laurion Capital Management
New York
$0
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
51
SEI Investments
Pennsylvania
$6.02M +$1.74M +29,607 +41%
Asset Management One
52
Asset Management One
Japan
$5.31M -$664K -11,258 -11%
Stifel Financial
53
Stifel Financial
Missouri
$5.17M +$2.74M +46,614 +113%
Wellington Management Group
54
Wellington Management Group
Massachusetts
$5.07M -$111K -1,887 -2%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$5.05M +$1.11M +19,000 +28%
KCM
56
Kennedy Capital Management
Missouri
$4.65M -$76.4K -1,302 -2%
Mackenzie Financial
57
Mackenzie Financial
Ontario, Canada
$4.61M +$2.26M +38,584 +96%
JIM
58
Jupiter Investment Management
United Kingdom
$4.34M -$1.17M -19,955 -21%
Swiss National Bank
59
Swiss National Bank
Switzerland
$4.11M – – –
Fuller & Thaler Asset Management
60
Fuller & Thaler Asset Management
California
$3.96M +$197K +3,363 +5%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$3.85M -$3.4M -57,951 -47%
HighTower Advisors
62
HighTower Advisors
Illinois
$3.64M -$3.42M -58,413 -48%
PC
63
Pier Capital
Connecticut
$3.63M -$5.36M -91,362 -60%
VIA
64
Vident Investment Advisory
Georgia
$3.59M +$53.8K +918 +2%
CIP
65
Chartwell Investment Partners
Pennsylvania
$3.59M -$476K -8,116 -12%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$3.54M +$748K +12,750 +27%
SAM
67
Sawgrass Asset Management
Florida
$3.38M -$452K -7,700 -12%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$3.3M +$692K +11,792 +26%
AllianceBernstein
69
AllianceBernstein
Tennessee
$3.27M +$528K +9,000 +19%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$3.21M +$1.94M +33,087 +152%
Nordea Investment Management
71
Nordea Investment Management
Sweden
$3.15M -$422K -7,202 -12%
Brown Advisory
72
Brown Advisory
Maryland
$2.88M +$2.88M +49,100 New
CS
73
Credit Suisse
Switzerland
$2.78M -$600K -10,226 -18%
CBB
74
Citizens Business Bank
California
$2.66M – – –
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$2.66M +$1.06M +18,109 +66%
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