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Moelis & Co
MC

Overview Fund Activity

195 hedge funds and large institutions have $1.47B invested in Moelis & Co in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
4.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
75
Reduced
62
Closed
29
Calls
$917K
Puts
$5.19M
Net Calls
-$4.28M
Net Calls Change
-$4.96M

Top Buyers

1
LCOV
1
London Company of Virginia
Virginia
$71.8M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$98.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$108M
4
SSA
4
Schonfeld Strategic Advisors
New York
$16.4M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$8.65M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$187M
2
AIM
2
Artemis Investment Management
United Kingdom
$0
3
APG Asset Management
3
APG Asset Management
Netherlands
$0
4
Ameriprise
4
Ameriprise
Minnesota
$22.2M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
201
Allianz Asset Management
Germany
– -$887K -25,375 Closed
AI
202
Atria Investments
North Carolina
– -$802K -24,995 Closed
SEC
203
Seven Eight Capital
New York
– -$514K -14,700 Closed
BCM
204
Bayesian Capital Management
New York
– -$377K -10,800 Closed
Assenagon Asset Management
205
Assenagon Asset Management
Luxembourg
– -$372K -10,644 Closed
SCM
206
Stevens Capital Management
Pennsylvania
– -$350K -10,007 Closed
TC
207
TownSquare Capital
Utah
– -$309K -8,980 Closed
AA
208
ALPS Advisors
Colorado
– -$304K -8,710 Closed
FRM
209
Fox Run Management
Connecticut
– -$276K -7,902 Closed
GCP
210
GSA Capital Partners
United Kingdom
– -$273K -7,800 Closed
USAA
211
United Services Automobile Association
Texas
– -$256K -7,330 Closed
Canada Life
212
Canada Life
Manitoba, Canada
– -$215K -6,139 Closed
Mercer Global Advisors
213
Mercer Global Advisors
Colorado
– -$208K -5,950 Closed
SG Americas Securities
214
SG Americas Securities
New York
– -$136K -3,878 Closed
QT
215
Quantamental Technologies
New York
– -$74K -2,121 Closed
PFO
216
Pathstone Family Office
New Jersey
– -$19K -552 Closed
RWA
217
Redhawk Wealth Advisors
Minnesota
– -$13K -370 Closed
FHA
218
First Horizon Advisors
Tennessee
– -$9K -272 Closed
CIAS
219
Capital Investment Advisory Services
North Carolina
– -$6K -185 Closed
SMFS
220
Squar Milner Financial Services
California
– -$4K -107 Closed
CI
221
CX Institutional
Indiana
– -$1K -20 Closed
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