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

Top Sellers

1
MWNA
1
Marshall Wace North America
New York
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.46M
3
HCM
3
Hodges Capital Management
Texas
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$9.57M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$69.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
USAA
151
United Services Automobile Association
Texas
$402K +$93.3K +1,701 +30%
UFF
152
USA Financial Formulas
Michigan
$378K -$520K -8,859 -58%
XK
153
Xact Kapitalforvaltning
Sweden
$375K +$76.6K +1,400 +26%
Connor, Clark & Lunn Investment Management (CC&L)
154
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$367K +$367K +6,700 New
WP
155
WealthSource Partners
California
$364K -$15.6K -285 -4%
AAMU
156
Amundi Asset Management US
Massachusetts
$362K – – –
WB
157
WesBanco Bank
West Virginia
$340K +$19.6K +357 +6%
VF
158
Virtu Financial
New York
$338K +$338K +6,165 New
CA
159
Cetera Advisors
Colorado
$311K -$2.72K -50 -0.9%
Janus Henderson Group
160
Janus Henderson Group
United Kingdom
$303K +$303K +5,521 New
ProShare Advisors
161
ProShare Advisors
Maryland
$299K +$16.9K +309 +6%
Teacher Retirement System of Texas
162
Teacher Retirement System of Texas
Texas
$294K -$150K -2,733 -34%
FIM
163
Freedom Investment Management
Connecticut
$292K -$62.8K -1,083 -18%
RWA
164
RGT Wealth Advisors
Texas
$278K +$6.09K +111 +2%
GC
165
Globeflex Capital
California
$269K – – –
Acadian Asset Management
166
Acadian Asset Management
Massachusetts
$259K -$114K -2,083 -31%
Canada Life
167
Canada Life
Manitoba, Canada
$218K -$274 -5 -0.1%
Russell Investments Group
168
Russell Investments Group
United Kingdom
$216K – – –
MOS
169
MGO One Seven
Ohio
$213K +$213K +3,905 New
SWA
170
SFMG Wealth Advisors
Texas
$205K +$205K +4,900 New
VI
171
Versor Investments
New York
$203K +$203K +3,700 New
AIP
172
Ameritas Investment Partners
Nebraska
$201K +$22K +400 +12%
State of Tennessee, Department of Treasury
173
State of Tennessee, Department of Treasury
Tennessee
$195K +$195K +3,552 New
MCM
174
McKinley Capital Management
Alaska
$176K -$14K -255 -7%
PAM
175
Panagora Asset Management
Massachusetts
$163K -$229K -4,188 -58%
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