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Moelis & Co
MC

Overview Fund Activity

99 hedge funds and large institutions have $494M invested in Moelis & Co in 2014 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
99
Holders Change
+40
Holders Change %
+67.8%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
44
Increased
34
Reduced
12
Closed
3
Calls
$147K
Puts
$35K
Net Calls
+$112K
Net Calls Change
+$26K

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$32M
2
BAMCO Inc
2
BAMCO Inc
New York
$51.9M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$33.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$32.5M
5
WRF
5
Waddell & Reed Financial
Kansas
$36.1M

Top Sellers

1
CF
1
CNA Financial
Illinois
$7.63M
2
TP
2
Third Point
New York
$5.78M
3
EIM
3
Essex Investment Management
Massachusetts
$234K
4
CCA
4
Canyon Capital Advisors
Texas
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$24.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BAMCO Inc
1
BAMCO Inc
New York
$51.9M 1,485,274 +697,447 +89%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$38.2M 1,093,373 +134,669 +14%
WRF
3
Waddell & Reed Financial
Kansas
$36.1M 1,033,974 +393,374 +61%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$33.4M 956,288 +556,262 +139%
Vanguard Group
5
Vanguard Group
Pennsylvania
$32.5M 931,385 +525,364 +129%
Jennison Associates
6
Jennison Associates
New York
$32M 915,879 +915,879 New
LCM
7
Lomas Capital Management
New York
$25.4M 726,019 +200,000 +38%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$24.5M 701,190 -24,026 -3%
Goldman Sachs
9
Goldman Sachs
New York
$15.6M 447,140 +9,392 +2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$15.4M 439,500 +135,000 +44%
Millennium Management
11
Millennium Management
New York
$14.3M 410,014 +356,903 +672%
EA
12
Emerald Advisers
Pennsylvania
$10.3M 296,241 +144,095 +95%
Capital Research Global Investors
13
Capital Research Global Investors
California
$9.25M 264,900 – –
EMFAT
14
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.96M 256,370 +114,372 +81%
Morgan Stanley
15
Morgan Stanley
New York
$8.62M 246,803 +203,887 +475%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$7.99M 228,800 +70,600 +45%
AC
17
Alpenglow Capital
California
$7.84M 224,420 +224,420 New
CF
18
CNA Financial
Illinois
$7.63M 218,337 -218,338 -50%
AIM
19
abrdn Investment Management
United Kingdom
$7.32M 209,590 – –
Two Sigma Investments
20
Two Sigma Investments
New York
$7.06M 201,991 +201,991 New
SC
21
Shellback Capital
Massachusetts
$6.99M 200,000 +200,000 New
BFA
22
BlackRock Fund Advisors
California
$6.59M 188,753 +30,539 +19%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6.22M 178,003 +178,003 New
GE
24
General Electric
Ohio
$5.85M 167,359 +167,359 New
TP
25
Third Point
New York
$5.78M 170,523 -170,521 -50%
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