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Moelis & Co
MC

Overview Fund Activity

188 hedge funds and large institutions have $2B invested in Moelis & Co in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 28 closing their positions.

Holders
188
Holders Change
-2
Holders Change %
-1.05%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
28
Increased
64
Reduced
61
Closed
28
Calls
$5.62M
Puts
$636K
Net Calls
+$4.98M
Net Calls Change
+$2.99M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$114M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$215M
3
TAM
3
Timucuan Asset Management
Florida
$66.5M
4
WHG
4
Westwood Holdings Group
Texas
$44.1M
5
PPA
5
Parametric Portfolio Associates
Washington
$8.74M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$10.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$6.11M
3
Jennison Associates
3
Jennison Associates
New York
$11.8M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$69.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$4.54M -$394K -11,200 -8%
Macquarie Group
52
Macquarie Group
Australia
$4.52M +$2.05M +58,371 +83%
Stifel Financial
53
Stifel Financial
Missouri
$4.42M +$110K +3,127 +3%
Swiss National Bank
54
Swiss National Bank
Switzerland
$4.4M +$232K +6,600 +6%
Invesco
55
Invesco
Georgia
$4.38M +$763K +21,701 +21%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$4.22M +$78K +2,221 +2%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$3.86M -$1.24M -34,405 -24%
APG Asset Management
58
APG Asset Management
Netherlands
$3.85M +$3.25M +108,600 +550%
Natixis Advisors
59
Natixis Advisors
Massachusetts
$3.75M +$544K +15,489 +17%
Morgan Stanley
60
Morgan Stanley
New York
$3.66M -$413K -11,749 -10%
MIP
61
Mondrian Investment Partners
United Kingdom
$3.33M – – –
Ohio Public Employees Retirement System (OPERS)
62
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.93M +$197K +5,609 +7%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$2.81M +$5.27K +150 +0.2%
RFC
64
Regions Financial Corp
Alabama
$2.62M +$305K +8,678 +13%
State of New Jersey Common Pension Fund D
65
State of New Jersey Common Pension Fund D
New Jersey
$2.44M +$108K +3,061 +5%
SFI
66
Susquehanna Fundamental Investments
Pennsylvania
$2.43M +$584K +16,621 +32%
SEI Investments
67
SEI Investments
Pennsylvania
$2.38M -$127K -3,609 -5%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$2.3M -$263K -7,473 -10%
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.22M +$358K +10,190 +19%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$2.21M -$601K -17,096 -21%
UBS AM
71
UBS AM
Illinois
$2.18M +$115K +3,282 +6%
Neuberger Berman Group
72
Neuberger Berman Group
New York
$2.15M -$61.4K -1,748 -3%
Goldman Sachs
73
Goldman Sachs
New York
$2.14M -$3.11M -88,541 -59%
WG
74
Winton Group
United Kingdom
$2.09M +$245K +6,967 +13%
BCI
75
Brinker Capital Investments
Pennsylvania
$2.01M +$2.01M +57,237 New
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