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Moelis & Co
MC

Overview Fund Activity

188 hedge funds and large institutions have $2B invested in Moelis & Co in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-2
Holders Change %
-1.05%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
28
Increased
64
Reduced
61
Closed
28
Calls
$5.62M
Puts
$636K
Net Calls
+$4.98M
Net Calls Change
+$2.99M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$114M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$215M
3
TAM
Timucuan Asset Management
Florida
$66.5M
4
WHG
Westwood Holdings Group
Texas
$44.1M
5
PPA
Parametric Portfolio Associates
Washington
$8.74M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$10.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$6.11M
3
Jennison Associates
Jennison Associates
New York
$11.8M
4
Artisan Partners
Artisan Partners
Wisconsin
$69.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
176
Creative Financial Designs
Indiana
$3K +$3K +95 New
Millennium Management
177
Millennium Management
New York
$2.62K +$136 +3,884 +6%
SIS
178
Sound Income Strategies
Florida
$2K – – –
WT
179
Washington Trust
Rhode Island
$2K +$217 +5 +12%
ETC
180
Exchange Traded Concepts
Oklahoma
$2K +$2K +52 New
AssetMark Inc
181
AssetMark Inc
California
$1K -$522 -12 -34%
Toronto Dominion Bank
182
Toronto Dominion Bank
Ontario, Canada
$1K -$24 -1 -2%
PMFA
183
Plante Moran Financial Advisors
Michigan
$1K – – –
NL
184
NVWM LLC
Pennsylvania
$1K +$1K +35 New
WIM
185
Westside Investment Management
California
$33 +$33 +953 New
PC
186
Pier Capital
Connecticut
– -$6.79M -217,984 Closed
Arrowstreet Capital
187
Arrowstreet Capital
Massachusetts
– -$2.44M -78,400 Closed
SO
188
STRS Ohio
Ohio
– -$1.76M -56,500 Closed
FAM
189
Fred Alger Management
New York
– -$1.51M -48,589 Closed
SG Americas Securities
190
SG Americas Securities
New York
– -$1.03M -33,004 Closed
Squarepoint
191
Squarepoint
New York
– -$901K -28,930 Closed
ANTB
192
AMG National Trust Bank
Colorado
– -$782K -25,092 Closed
CIC
193
Cornercap Investment Counsel
Georgia
– -$762K -24,466 Closed
OC
194
Oppenheimer & Co
New York
– -$712K -22,835 Closed
Voloridge Investment Management
195
Voloridge Investment Management
Florida
– -$659K -21,163 Closed
AIA
196
Affinity Investment Advisors
California
– -$461K -14,794 Closed
SW
197
SkyOak Wealth
Michigan
– -$390K -12,524 Closed
DTL
198
Dynamic Technology Lab
Singapore
– -$293K -9,403 Closed
Tudor Investment Corp
199
Tudor Investment Corp
Connecticut
– -$243K -7,787 Closed
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
– -$227K -7,286 Closed
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