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Moelis & Co
99 hedge funds and large institutions have $462M invested in Moelis & Co in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
52% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 29
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
18% more capital invested
Capital invested by funds: $391M → $462M (+$70.8M)
3% more funds holding
Funds holding: 96 → 99 (+3)
0.88% less ownership
Funds ownership: 84.93% → 84.05% (-0.88%)
Holders
99
Holders Change
+3
Holders Change %
+3.13%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
44
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
RA
Royce & Associates
New York
|
+$3.76M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.55M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$2.84M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$2.74M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$2.46M |
Top Sellers
| 1 |
BAMCO Inc
New York
|
-$8.15M |
| 2 |
Jennison Associates
New York
|
-$7.81M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$2.99M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$1.59M |
| 5 |
Renaissance Technologies
New York
|
-$1.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Jacobs Levy Equity Management
Florham Park,
New Jersey
| – | -$774K | -34,422 | Closed |
|
|
ARTA
102
A.R.T. Advisors
New York
| – | -$394K | -17,522 | Closed |
|
|
TI
103
Trexquant Investment
Stamford,
Connecticut
| – | -$375K | -16,667 | Closed |
|
|
EA
104
Emerald Acquisition
Seattle,
Washington
| – | -$222K | -9,883 | Closed |
|
105
Teacher Retirement System of Texas
Austin,
Texas
| – | -$64K | -2,845 | Closed |
|
|
HR
106
Howe & Rusling
Rochester,
New York
| – | -$2K | -74 | Closed |
|
|
MWP
107
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$1K | -66 | Closed |
|
108
US Bancorp
Minneapolis,
Minnesota
| – | -$103 | -4 | -29% |
|