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Moelis & Co
MC

Overview Fund Activity

188 hedge funds and large institutions have $1.47B invested in Moelis & Co in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-7
Holders Change %
-3.59%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
66
Reduced
64
Closed
31
Calls
$4.15M
Puts
$1.85M
Net Calls
+$2.3M
Net Calls Change
+$6.58M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$30.8M
2
Millennium Management
2
Millennium Management
New York
$18.8M
3
PF
3
Phoenix Financial
Israel
$13.2M
4
BlackRock
4
BlackRock
New York
$136M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.59M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$92.4M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$170M
3
SSA
3
Schonfeld Strategic Advisors
New York
$7.21M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$512K
5
Jennison Associates
5
Jennison Associates
New York
$36.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$4.1M -$38.1K -1,192 -0.9%
Two Sigma Advisers
52
Two Sigma Advisers
New York
$4.09M -$281K -8,800 -6%
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$4.07M +$4.07M +127,432 New
PAM
54
Panagora Asset Management
Massachusetts
$3.86M +$1.32M +41,219 +52%
Two Sigma Investments
55
Two Sigma Investments
New York
$3.84M -$4.8M -150,361 -56%
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$3.81M +$3.43M +107,333 +904%
Barrow, Hanley, Mewhinney & Strauss
57
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.72M +$742K +23,250 +25%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$3.42M -$474K -14,858 -12%
Swiss National Bank
59
Swiss National Bank
Switzerland
$3M +$57.5K +1,800 +2%
WG
60
Winton Group
United Kingdom
$2.94M +$2.11M +66,052 +252%
SC
61
Southside Capital
Florida
$2.83M -$4.04M -126,500 -59%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$2.77M +$1.5M +47,008 +118%
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.7M +$679K +21,258 +34%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$2.43M -$160K -5,005 -6%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$2.32M -$42K -1,317 -2%
AllianceBernstein
66
AllianceBernstein
Tennessee
$2.28M – – –
Stifel Financial
67
Stifel Financial
Missouri
$2.22M -$573K -17,966 -21%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$2.12M +$179K +5,605 +9%
Barclays
69
Barclays
United Kingdom
$2.09M -$79.4K -2,489 -4%
State of New Jersey Common Pension Fund D
70
State of New Jersey Common Pension Fund D
New Jersey
$2.06M +$2.06M +64,612 New
BC
71
Brinker Capital
Pennsylvania
$1.87M -$314K -9,839 -14%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$1.85M -$537K -16,770 -23%
SEI Investments
73
SEI Investments
Pennsylvania
$1.83M -$70.8K -2,213 -4%
RFC
74
Regions Financial Corp
Alabama
$1.81M +$150K +4,702 +9%
Holocene Advisors
75
Holocene Advisors
New York
$1.68M +$107K +3,340 +7%
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