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Moelis & Co
MC

Overview Fund Activity

213 hedge funds and large institutions have $2.36B invested in Moelis & Co in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
4.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
90
Reduced
63
Closed
23
Calls
$7.16M
Puts
$9.07M
Net Calls
-$1.91M
Net Calls Change
-$4.62M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$390M
2
BlackRock
2
BlackRock
New York
$344M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$229M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$92.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$12.7M

Top Sellers

1
MWNA
1
Marshall Wace North America
New York
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.46M
3
HCM
3
Hodges Capital Management
Texas
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$9.57M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$69.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
51
Allianz Asset Management
Germany
$5.56M -$244K -4,459 -4%
Fuller & Thaler Asset Management
52
Fuller & Thaler Asset Management
California
$5.35M +$1.66M +30,216 +45%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$5.26M +$4.45M +81,297 +553%
LCM
54
Laurion Capital Management
New York
$4.87M +$4.87M +88,845 New
Mackenzie Financial
55
Mackenzie Financial
Ontario, Canada
$4.82M +$510K +9,303 +12%
Point72 Asset Management
56
Point72 Asset Management
Connecticut
$4.77M +$4.77M +87,000 New
KCM
57
Kennedy Capital Management
Missouri
$4.77M +$420K +7,664 +10%
VIA
58
Vident Investment Advisory
Georgia
$4.63M +$1.27M +23,165 +38%
Two Sigma Advisers
59
Two Sigma Advisers
New York
$4.39M -$334K -6,100 -7%
Swiss National Bank
60
Swiss National Bank
Switzerland
$4.38M +$548K +10,000 +14%
Nordea Investment Management
61
Nordea Investment Management
Sweden
$4.32M +$1.38M +25,143 +47%
PC
62
Pier Capital
Connecticut
$4.14M +$751K +13,702 +22%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$3.94M +$336K +6,121 +9%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$3.74M +$434K +7,917 +13%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$3.61M +$608K +11,097 +20%
HighTower Advisors
66
HighTower Advisors
Illinois
$3.44M +$46.8K +858 +1%
CIP
67
Chartwell Investment Partners
Pennsylvania
$3.36M +$4.71K +86 +0.1%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$3.33M +$244K +4,447 +8%
Jane Street
69
Jane Street
New York
$3.21M +$3.21M +58,641 New
IP
70
Interval Partners
New York
$3.15M +$3.15M +57,500 New
CS
71
Credit Suisse
Switzerland
$3.09M +$494K +9,023 +19%
Citadel Advisors
72
Citadel Advisors
Florida
$3.08M -$3.97M -72,480 -56%
AllianceBernstein
73
AllianceBernstein
Tennessee
$3.05M – – –
Brown Advisory
74
Brown Advisory
Maryland
$2.69M – – –
OAM
75
Oxford Asset Management
United Kingdom
$2.66M +$965K +17,566 +57%
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