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Moelis & Co
MC

Overview Fund Activity

188 hedge funds and large institutions have $1.47B invested in Moelis & Co in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-7
Holders Change %
-3.59%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
66
Reduced
64
Closed
31
Calls
$4.15M
Puts
$1.85M
Net Calls
+$2.3M
Net Calls Change
+$6.58M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
$30.8M
2
Millennium Management
Millennium Management
New York
$18.8M
3
PF
Phoenix Financial
Israel
$13.2M
4
BlackRock
BlackRock
New York
$136M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.59M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$92.4M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$170M
3
SSA
Schonfeld Strategic Advisors
New York
$7.21M
4
Marshall Wace
Marshall Wace
United Kingdom
$512K
5
Jennison Associates
Jennison Associates
New York
$36.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
176
Tower Research Capital (TRC)
New York
$2K -$4.07K -114 -67%
SIS
177
Sound Income Strategies
Florida
$2K – – –
FHA
178
Flagship Harbor Advisors
Massachusetts
$2K +$61 +2 +3%
LPWM
179
Lake Point Wealth Management
Texas
$2K +$2K +70 New
PMFA
180
Plante Moran Financial Advisors
Michigan
$1K -$14.5K -406 -94%
NFG
181
Next Financial Group
Texas
$1K – – –
PFGIA
182
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$200 +5 +25%
MCM
183
Maltese Capital Management
New York
– -$4.93M -150,000 Closed
BCMNY
184
Buckingham Capital Management (New York)
New York
– -$4.89M -148,977 Closed
Susquehanna International Group
185
Susquehanna International Group
Pennsylvania
– -$4.72M -143,536 Closed
Point72 Asset Management
186
Point72 Asset Management
Connecticut
– -$3.78M -115,000 Closed
WMSA
187
Weiss Multi-Strategy Advisers
New York
– -$3.44M -104,800 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
188
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$3.33M -101,500 Closed
KCM
189
Kennedy Capital Management
Missouri
– -$2.38M -72,540 Closed
CIA
190
Capital Impact Advisors
Massachusetts
– -$2M -61,370 Closed
CSS
191
Cubist Systematic Strategies
Connecticut
– -$1.69M -51,322 Closed
SM
192
Senvest Management
New York
– -$1.6M -48,563 Closed
SRAM
193
Stone Ridge Asset Management
New York
– -$803K -24,449 Closed
WCM
194
Weld Capital Management
New York
– -$756K -23,001 Closed
ACM
195
AlphaCrest Capital Management
New York
– -$381K -11,600 Closed
Asset Management One
196
Asset Management One
Japan
– -$329K -10,008 Closed
M&T Bank
197
M&T Bank
New York
– -$290K -8,812 Closed
Wolverine Trading
198
Wolverine Trading
Illinois
– -$256K -7,864 Closed
BCM
199
Bridgeway Capital Management
Texas
– -$233K -7,100 Closed
JIM
200
Jupiter Investment Management
United Kingdom
– -$226K -6,894 Closed
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