MC icon

Moelis & Co
MC

Overview Fund Activity

173 hedge funds and large institutions have $1.31B invested in Moelis & Co in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+29
Holders Change %
+20.14%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
44
Increased
76
Reduced
35
Closed
13
Calls
$2.9M
Puts
$2.23M
Net Calls
+$669K
Net Calls Change
+$853K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$74.1M
2
BlackRock
2
BlackRock
New York
$142M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$122M
4
American Century Companies
4
American Century Companies
Missouri
$24.3M
5
Bank of America
5
Bank of America
North Carolina
$63.9M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$16.7M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$9.14M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$70.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.04M
5
SIM
5
Spark Investment Management
New York
$5.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
CANY
126
Caxton Associates (New York)
New York
$445K +$445K +10,329 New
CIP
127
Convergence Investment Partners
Florida
$430K +$430K +9,984 New
RJA
128
Raymond James & Associates
Florida
$409K +$28.7K +668 +8%
Verition Fund Management
129
Verition Fund Management
Connecticut
$407K +$407K +9,462 New
RJFSA
130
Raymond James Financial Services Advisors
Florida
$396K +$26.5K +616 +7%
SPIA
131
Steward Partners Investment Advisory
New York
$392K +$8.29K +193 +2%
AP
132
AHL Partners
United Kingdom
$391K -$584K -13,568 -60%
GT
133
Glenmede Trust
Pennsylvania
$371K +$371K +8,629 New
GCP
134
GSA Capital Partners
United Kingdom
$363K -$500K -11,617 -58%
Massachusetts Financial Services
135
Massachusetts Financial Services
Massachusetts
$341K -$5.08K -118 -1%
RE
136
RBC Europe
United Kingdom
$338K +$338K +7,845 New
Legal & General Group
137
Legal & General Group
United Kingdom
$330K +$53.2K +1,235 +19%
Squarepoint
138
Squarepoint
New York
$323K +$323K +7,500 New
Axa
139
Axa
France
$301K +$301K +7,000 New
Credit Agricole
140
Credit Agricole
France
$284K +$284K +6,600 New
SCM
141
Stevens Capital Management
Pennsylvania
$272K +$272K +6,329 New
WP
142
WealthSource Partners
California
$271K +$271K +6,290 New
Grantham, Mayo, Van Otterloo & Co (GMO)
143
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$263K – – –
Capital Fund Management (CFM)
144
Capital Fund Management (CFM)
France
$263K +$8.62K +200 +3%
HA
145
Harbor Advisors
Florida
$263K +$263K +6,100 New
MAM
146
Meeder Asset Management
Ohio
$223K +$78.3K +1,815 +54%
Macquarie Group
147
Macquarie Group
Australia
$220K +$220K +5,100 New
WSTAM
148
Wilbanks Smith & Thomas Asset Management
Virginia
$207K +$207K +4,799 New
HCM
149
Highbridge Capital Management
New York
$204K +$204K +4,728 New
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$159K – – –
4 5
6
7 8