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Moelis & Co
MC

Overview Fund Activity

59 hedge funds and large institutions have $274M invested in Moelis & Co in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 13 closing their positions.

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
11
Increased
24
Reduced
16
Closed
13
Calls
$120K
Puts
$34K
Net Calls
+$86K
Net Calls Change
+$86K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$10.4M
2
EIM
2
Essex Investment Management
Massachusetts
$3.71M
3
EMFAT
3
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.85M
4
EA
4
Emerald Advisers
Pennsylvania
$5.2M
5
Millennium Management
5
Millennium Management
New York
$1.81M

Top Sellers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$32.7M
3
VKH
3
Virtu KCG Holdings
New York
$0
4
BG
4
BlackRock Group
United Kingdom
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$24.8M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$32.7M 958,704 -191,108 -17%
BAMCO Inc
2
BAMCO Inc
New York
$26.9M 787,827 -1,883 -0.2%
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$24.8M 725,216 -41,751 -5%
WRF
4
Waddell & Reed Financial
Kansas
$21.9M 640,600 +7,100 +1%
LCM
5
Lomas Capital Management
New York
$18M 526,019 +35,000 +7%
Goldman Sachs
6
Goldman Sachs
New York
$14.9M 437,748 -15,626 -3%
CF
7
CNA Financial
Illinois
$14.9M 436,675 – –
Vanguard Group
8
Vanguard Group
Pennsylvania
$13.9M 406,021 +25,620 +7%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$13.7M 400,026 +41,530 +12%
TP
10
Third Point
New York
$11.3M 341,044 – –
Fidelity Investments
11
Fidelity Investments
Massachusetts
$10.4M 304,500 +110,200 +57%
Capital Research Global Investors
12
Capital Research Global Investors
California
$9.05M 264,900 – –
AIM
13
abrdn Investment Management
United Kingdom
$7.15M 209,590 – –
BFA
14
BlackRock Fund Advisors
California
$5.4M 158,214 -8,434 -5%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$5.4M 158,200 -4,026 -2%
EA
16
Emerald Advisers
Pennsylvania
$5.2M 152,146 +91,946 +153%
EMFAT
17
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.85M 141,998 +92,959 +190%
EIM
18
Essex Investment Management
Massachusetts
$3.71M 108,510 +108,510 New
BIT
19
BlackRock Institutional Trust
California
$3.27M 95,666 +946 +1%
CCA
20
Canyon Capital Advisors
Texas
$2.72M 83,681 – –
Northern Trust
21
Northern Trust
Illinois
$2.52M 73,911 +51,503 +230%
State Street
22
State Street
Massachusetts
$2.45M 71,764 +2,595 +4%
Millennium Management
23
Millennium Management
New York
$1.81M 53,111 +53,111 New
TCIM
24
TIAA CREF Investment Management
New York
$1.77M 51,683 +20,443 +65%
Citadel Advisors
25
Citadel Advisors
Florida
$1.74M 50,797 +50,797 New
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