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Moelis & Co
MC

Overview Fund Activity

213 hedge funds and large institutions have $2.36B invested in Moelis & Co in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
4.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
90
Reduced
63
Closed
23
Calls
$7.16M
Puts
$9.07M
Net Calls
-$1.91M
Net Calls Change
-$4.62M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$390M
2
BlackRock
BlackRock
New York
$344M
3
Vanguard Group
Vanguard Group
Pennsylvania
$229M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$92.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$12.7M

Top Sellers

1
MWNA
Marshall Wace North America
New York
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$1.46M
3
HCM
Hodges Capital Management
Texas
$0
4
Goldman Sachs
Goldman Sachs
New York
$9.57M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$69.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEC
126
Seven Eight Capital
New York
$762K +$762K +13,900 New
Marshall Wace
127
Marshall Wace
United Kingdom
$716K +$716K +13,073 New
AIM
128
Assured Investment Management
New York
$699K +$443K +8,094 +173%
AG
129
Advisor Group
Arizona
$686K +$24.5K +448 +4%
CI
130
Cavalier Investments
Georgia
$685K – – –
LSA
131
L & S Advisors
California
$684K +$42.6K +777 +7%
SF
132
Synovus Financial
Georgia
$642K +$92.7K +1,691 +17%
American Century Companies
133
American Century Companies
Missouri
$594K -$3.45K -63 -0.6%
RE
134
RBC Europe
United Kingdom
$567K – – –
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$528K +$369K +6,726 +231%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$525K +$525K +9,576 New
KC
137
Kepos Capital
New York
$511K +$511K +9,318 New
Wellington Management Group
138
Wellington Management Group
Massachusetts
$502K -$4.24M -77,312 -89%
SPIA
139
Steward Partners Investment Advisory
New York
$496K +$6.8K +124 +1%
QSS
140
Quantitative Systematic Strategies
Florida
$483K +$483K +8,820 New
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$461K – – –
State Board of Administration of Florida Retirement System
142
State Board of Administration of Florida Retirement System
Florida
$461K +$235K +4,286 +104%
VRS
143
Virginia Retirement Systems
Virginia
$455K -$751K -13,700 -62%
CNAM
144
Campbell Newman Asset Management
Wisconsin
$453K +$27.8K +507 +7%
GC
145
Guggenheim Capital
Illinois
$447K -$25.1K -459 -5%
AI
146
Atria Investments
North Carolina
$447K +$124K +2,260 +38%
Prudential Financial
147
Prudential Financial
New Jersey
$442K +$13.7K +250 +3%
Wolverine Trading
148
Wolverine Trading
Illinois
$430K +$190K +3,471 +79%
BTS
149
BB&T Securities
Virginia
$430K +$430K +7,863 New
ECM
150
ETrade Capital Management
Virginia
$412K +$29.6K +541 +8%
4 5
6
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