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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 Market Value Shares Shares
Change 		Shares
Change %
GPGA
76
Grandeur Peak Global Advisors
Utah
$1.71M 48,681 -30,244 -38%
TRCT
77
Tower Research Capital (TRC)
New York
$1.67M 47,548 +30,598 +181%
CS
78
Credit Suisse
Switzerland
$1.57M 44,620 +138 +0.3%
BI
79
Bramshill Investments
Florida
$1.54M 43,712 +1,256 +3%
BC
80
Brookfield Corp
Ontario, Canada
$1.5M 42,741 +42,741 New
American Century Companies
81
American Century Companies
Missouri
$1.4M 39,719 -4,853 -11%
LPL Financial
82
LPL Financial
California
$1.36M 38,580 +5,342 +16%
CBB
83
Citizens Business Bank
California
$1.27M 36,000 -500 -1%
Holocene Advisors
84
Holocene Advisors
New York
$1.25M 35,513 +35,513 New
AC
85
Allstate Corporation
Illinois
$1.19M 33,796 +2,262 +7%
Legal & General Group
86
Legal & General Group
United Kingdom
$1.12M 31,787 +1,826 +6%
AIG
87
American International Group
New York
$1.11M 31,597 -718 -2%
Wellington Management Group
88
Wellington Management Group
Massachusetts
$1.07M 30,470 +10,303 +51%
FNBOO
89
First National Bank of Omaha
Nebraska
$1.01M 28,858 -218 -0.7%
Barclays
90
Barclays
United Kingdom
$953K 27,080 -9,908 -27%
PCC
91
Park Circle Company
Maryland
$937K 26,676 – –
BAM
92
Blueshift Asset Management
New Jersey
$922K 26,232 -433 -2%
Osaic Holdings
93
Osaic Holdings
Arizona
$869K 24,756 -892 -3%
Russell Investments Group
94
Russell Investments Group
United Kingdom
$848K 24,186 – –
MIM
95
MetLife Investment Management
New Jersey
$834K 23,735 – –
OSIA
96
O'Shares Investment Advisers
Massachusetts
$771K 21,944 +21,944 New
Citigroup
97
Citigroup
New York
$733K 20,866 -6,884 -25%
ACM
98
AlphaCrest Capital Management
New York
$682K 19,400 +19,400 New
First Trust Advisors
99
First Trust Advisors
Illinois
$658K 18,735 +9,706 +107%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$657K 18,710 -170 -0.9%
2 3
4
5 6