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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 %
Loomis, Sayles & Company
201
Loomis, Sayles & Company
Massachusetts
$9K +$542 +10 +6%
SMFS
202
Squar Milner Financial Services
California
$7K – – –
APA
203
American Portfolios Advisors
New York
$5.48K – – –
AWM
204
AllSquare Wealth Management
New York
$5K – – –
Parallax Volatility Advisers
205
Parallax Volatility Advisers
California
$4K – – –
FHA
206
Flagship Harbor Advisors
Massachusetts
$4K +$185 +3 +5%
MA
207
MCF Advisors
Kentucky
$3K – – –
PMFA
208
Plante Moran Financial Advisors
Michigan
$2K – – –
BFEC
209
Benjamin F. Edwards & Company
Missouri
$1K – – –
VCM
210
Versant Capital Management
Arizona
$1K – – –
FRA
211
Front Row Advisors
California
$2 – -13 -18%
MWNA
212
Marshall Wace North America
New York
– -$13.2M -224,311 Closed
HCM
213
Hodges Capital Management
Texas
– -$8.75M -149,230 Closed
BCM
214
BlueMar Capital Management
Florida
– -$1.74M -29,730 Closed
EGM
215
Engineers Gate Manager
New York
– -$1.67M -28,403 Closed
HW
216
Hancock Whitney
Mississippi
– -$1.14M -19,510 Closed
SIM
217
Spark Investment Management
New York
– -$1.06M -18,100 Closed
LCG
218
Lisanti Capital Growth
New York
– -$761K -12,970 Closed
SCC
219
Spring Creek Capital
Kansas
– -$582K -9,925 Closed
Baird Financial Group
220
Baird Financial Group
Wisconsin
– -$423K -7,210 Closed
AB
221
Amalgamated Bank
New York
– -$349K -5,959 Closed
BIM
222
Bogle Investment Management
Massachusetts
– -$326K -5,556 Closed
NB
223
Northwest Bancshares
Pennsylvania
– -$212K -3,616 Closed
AII
224
AGF Investments Inc
Ontario, Canada
– -$145K -2,468 Closed
Group One Trading
225
Group One Trading
Illinois
– -$130K -2,209 Closed
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