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Moelis & Co

88 hedge funds and large institutions have $483M invested in Moelis & Co in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

15% more capital invested

Capital invested by funds: $418M → $483M (+$64.6M)

14% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 28

4% more funds holding

Funds holding: 8588 (+3)

3.46% more ownership

Funds ownership: 78.91%82.37% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
32
Reduced
28
Closed
8
Calls
$79K
Puts
Net Calls
+$79K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
76
Legal & General Group
United Kingdom
$55K
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$53K -$72.6K -2,535 -58%
Teacher Retirement System of Texas
78
Teacher Retirement System of Texas
Texas
$49K -$14.6K -509 -23%
Zurich Cantonal Bank
79
Zurich Cantonal Bank
Switzerland
$35K +$25.3K +885 +269%
BlackRock
80
BlackRock
New York
$17K -$19K -663 -53%
Creative Planning
81
Creative Planning
Kansas
$12K
Loomis, Sayles & Company
82
Loomis, Sayles & Company
Massachusetts
$9K +$8.79K +307 New
TRCT
83
Tower Research Capital (TRC)
New York
$8K -$26.5K -924 -78%
Acadian Asset Management
84
Acadian Asset Management
Massachusetts
$8K
Bessemer Group
85
Bessemer Group
New Jersey
$4K +$2.89K +101 +198%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$4K +$4.12K +144 New
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.9K +$2.48M +86,542 +677%
US Bancorp
88
US Bancorp
Minnesota
$2K -$5.81K -203 -69%
JHIU
89
Janus Henderson Investors US
Colorado
-$1.77M -67,317 Closed
Balyasny Asset Management
90
Balyasny Asset Management
Illinois
-$853K -32,490 Closed
ECA
91
Endeavour Capital Advisors
Connecticut
-$810K -30,837 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
-$652K -24,826 Closed
TC
93
TFS Capital
Pennsylvania
-$320K -12,189 Closed
OSAM
94
O'Shaughnessy Asset Management
Connecticut
-$8K -322 Closed
Barclays
95
Barclays
United Kingdom
-$2K -92 Closed
FNBT
96
FineMark National Bank & Trust
Florida
-$1K -25 Closed