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Moelis & Co
MC

Overview Fund Activity

190 hedge funds and large institutions have $1.83B invested in Moelis & Co in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+16
Holders Change %
+9.2%
% of All Funds
3.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
87
Reduced
42
Closed
21
Calls
$3.48M
Puts
$1.49M
Net Calls
+$1.99M
Net Calls Change
+$1.82M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$89.5M
2
TAM
Timucuan Asset Management
Florida
$49.6M
3
MAM
Madison Asset Management
Wisconsin
$29M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
$26.5M
5
VNIM
Vaughan Nelson Investment Management
Texas
$31.3M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$40.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$32M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$6.16M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$0
5
HighTower Advisors
HighTower Advisors
Illinois
$415K
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
176
Howe & Rusling
New York
$4K +$4K +119 New
VCM
177
Versant Capital Management
Arizona
$3K -$48 -2 -2%
GFPC
178
Global Financial Private Capital
Florida
$2K -$393 -11 -16%
PA
179
Parallel Advisors
California
$2K +$1.08K +46 +118%
AssetMark Inc
180
AssetMark Inc
California
$1K -$2.11K -74 -68%
SIS
181
Sound Income Strategies
Florida
$1K – – –
PMFA
182
Plante Moran Financial Advisors
Michigan
$1K – – –
Toronto Dominion Bank
183
Toronto Dominion Bank
Ontario, Canada
$1K +$500 +21 +100%
PAG
184
Private Advisor Group
New Jersey
$1K +$1K +35 New
WT
185
Washington Trust
Rhode Island
$1K +$1K +41 New
1IA
186
1834 Investment Advisors
Wisconsin
$1K +$1K +47 New
Nordea Investment Management
187
Nordea Investment Management
Sweden
– -$4.96M -166,760 Closed
SSA
188
Schonfeld Strategic Advisors
New York
– -$3.2M -113,733 Closed
Holocene Advisors
189
Holocene Advisors
New York
– -$2M -71,178 Closed
Citadel Advisors
190
Citadel Advisors
Florida
– -$1.56M -55,559 Closed
Canada Pension Plan Investment Board
191
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.27M -45,000 Closed
PP
192
PDT Partners
New York
– -$489K -17,418 Closed
OSIA
193
O'Shares Investment Advisers
Massachusetts
– -$456K -16,220 Closed
WCM
194
Weld Capital Management
New York
– -$414K -14,731 Closed
GC
195
Globeflex Capital
California
– -$307K -10,929 Closed
Los Angeles Capital Management
196
Los Angeles Capital Management
California
– -$306K -10,906 Closed
OR
197
Olympiad Research
Connecticut
– -$254K -9,052 Closed
Simplex Trading
198
Simplex Trading
Illinois
– -$84K -2,995 Closed
PI
199
PEAK6 Investments
Illinois
– -$73K -2,586 Closed
MAM
200
Meeder Asset Management
Ohio
– -$29K -1,046 Closed
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