MC icon

Moelis & Co
MC

Overview Fund Activity

200 hedge funds and large institutions have $1.9B invested in Moelis & Co in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+17
Holders Change %
+9.29%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
42
Increased
72
Reduced
59
Closed
24
Calls
$1.77M
Puts
$3.56M
Net Calls
-$1.8M
Net Calls Change
-$5.49M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$252M
2
Wells Fargo
Wells Fargo
California
$51.1M
3
MWNA
Marshall Wace North America
New York
$34.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$167M
5
Jennison Associates
Jennison Associates
New York
$60.4M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$5.92M
2
Millennium Management
Millennium Management
New York
$0
3
SCA
Secor Capital Advisors
New York
$0
4
Bank of America
Bank of America
North Carolina
$62.1M
5
MCM
McKinley Capital Management
Alaska
$191K
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
201
Canada Pension Plan Investment Board
Ontario, Canada
– -$2.84M -58,600 Closed
AAMU
202
AEGON Asset Management (UK)
United Kingdom
– -$2.04M -42,087 Closed
Balyasny Asset Management
203
Balyasny Asset Management
Illinois
– -$1.14M -23,456 Closed
HI
204
HBK Investments
Texas
– -$989K -20,394 Closed
EF
205
Empowered Funds
Pennsylvania
– -$970K -19,991 Closed
Victory Capital Management
206
Victory Capital Management
Texas
– -$885K -18,252 Closed
AA
207
ALPS Advisors
Colorado
– -$573K -11,819 Closed
Capital Fund Management (CFM)
208
Capital Fund Management (CFM)
France
– -$548K -11,300 Closed
Axa
209
Axa
France
– -$373K -7,700 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
210
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$296K -6,100 Closed
BC
211
Brinker Capital
Pennsylvania
– -$205K -4,237 Closed
JPMPWA
212
J.P. Morgan Private Wealth Advisors
California
– -$200K -4,117 Closed
QT
213
Quantbot Technologies
New York
– -$164K -3,394 Closed
SQA
214
Simon Quick Advisors
New Jersey
– -$97K -1,868 Closed
WEC
215
Winslow Evans & Crocker
Massachusetts
– -$63.1K -1,300 Closed
NIT
216
NumerixS Investment Technologies
British Columbia, Canada
– -$58K -1,200 Closed
DCM
217
Delpha Capital Management
New York
– -$13K -261 Closed
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$8K -165 Closed
SWP
219
Stratos Wealth Partners
Ohio
– -$1K -26 Closed
PA
220
Parallel Advisors
California
– -$1K -24 Closed
5 6 7 8
9