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Moelis & Co
MC

Overview Fund Activity

128 hedge funds and large institutions have $953M invested in Moelis & Co in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
128
Holders Change
+19
Holders Change %
+17.43%
% of All Funds
3.19%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
60
Reduced
24
Closed
8
Calls
$2.82M
Puts
$3.12M
Net Calls
-$304K
Net Calls Change
-$1.53M

Top Buyers

1
BlackRock
1
BlackRock
New York
$86.1M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$39.7M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$77.3M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$21.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$73.9M

Top Sellers

1
RA
1
Royce & Associates
New York
$49.8M
2
KCM
2
Kennedy Capital Management
Missouri
$4.92M
3
Jennison Associates
3
Jennison Associates
New York
$34M
4
CMI
4
Cider Mill Investments
Connecticut
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
NI
101
Numeric Investors
Massachusetts
$296K +$296K +7,700 New
CG
102
Cutler Group
California
$270K -$69.3K -1,800 -20%
DTL
103
Dynamic Technology Lab
Singapore
$264K +$264K +6,861 New
Wolverine Trading
104
Wolverine Trading
Illinois
$253K +$253K +6,660 New
Barclays
105
Barclays
United Kingdom
$243K +$86.8K +2,251 +56%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$231K +$231K +6,007 New
RFCA
107
R&F Capital Advisors
New York
$226K +$226K +5,868 New
Legal & General Group
108
Legal & General Group
United Kingdom
$220K +$46K +1,204 +26%
QC
109
Quadrature Capital
United Kingdom
$220K +$220K +5,713 New
Fuller & Thaler Asset Management
110
Fuller & Thaler Asset Management
California
$131K +$57.8K +1,500 +79%
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$117K +$12.2K +315 +12%
IR
112
Invictus RG
Bermuda
$86K +$86K +2,233 New
Canada Life
113
Canada Life
Manitoba, Canada
$80K – – –
AIP
114
Ameritas Investment Partners
Nebraska
$75K +$75K +1,958 New
AIM
115
Acrospire Investment Management
Illinois
$65K -$11.5K -300 -15%
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$55K – – –
Citigroup
117
Citigroup
New York
$38K -$1.02M -26,480 -96%
Loomis, Sayles & Company
118
Loomis, Sayles & Company
Massachusetts
$34K -$4.03K -104 -11%
Creative Planning
119
Creative Planning
Kansas
$23K +$7.67K +200 +50%
EWM
120
Edge Wealth Management
New York
$19K – – –
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$16.5K -$33.6K -873 -67%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$12K -$372 -10 -3%
LTFS
123
Ladenburg Thalmann Financial Services
Florida
$10K +$2.23K +60 +29%
IA
124
IFP Advisors
Florida
$7K +$7K +180 New
DADC
125
D.A. Davidson & Co
Montana
$7K +$7K +206 New
2 3 4
5
6