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Moelis & Co
MC

Overview Fund Activity

85 hedge funds and large institutions have $418M invested in Moelis & Co in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
32
Reduced
27
Closed
11
Calls
$29K
Puts
–
Net Calls
+$29K
Net Calls Change
-$28K

Top Buyers

1
BAMCO Inc
1
BAMCO Inc
New York
$75.5M
2
RA
2
Royce & Associates
New York
$7.25M
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$14.3M
4
American Century Companies
4
American Century Companies
Missouri
$8.72M
5
MCM
5
Maltese Capital Management
New York
$2.89M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$15.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$10.5M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$421K
Name Market Value Shares Shares
Change 		Shares
Change %
BAMCO Inc
1
BAMCO Inc
New York
$75.5M 2,873,970 +370,605 +15%
Jennison Associates
2
Jennison Associates
New York
$39.9M 1,518,085 -35,781 -2%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$32M 1,218,629 -77 -0%
Vanguard Group
4
Vanguard Group
Pennsylvania
$30.1M 1,144,859 +52,812 +5%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$27.4M 1,043,316 +689 +0.1%
LCM
6
Lomas Capital Management
New York
$22.9M 870,948 +93,581 +12%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$15.8M 602,216 -288,699 -32%
CRM
8
Cramer Rosenthal McGlynn
Connecticut
$14.3M 543,563 +173,388 +47%
BFA
9
BlackRock Fund Advisors
California
$11.4M 432,786 -3,366 -0.8%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$10.5M 399,400 -257,600 -39%
Goldman Sachs
11
Goldman Sachs
New York
$10.2M 388,639 -16,457 -4%
Morgan Stanley
12
Morgan Stanley
New York
$9.77M 372,202 +84,504 +29%
BIT
13
BlackRock Institutional Trust
California
$8.76M 333,449 +99,309 +42%
American Century Companies
14
American Century Companies
Missouri
$8.72M 331,977 +124,271 +60%
State Street
15
State Street
Massachusetts
$7.96M 302,974 +45,022 +17%
RA
16
Royce & Associates
New York
$7.25M 276,083 +276,083 New
Capital Research Global Investors
17
Capital Research Global Investors
California
$6.96M 264,900 – –
CF
18
CNA Financial
Illinois
$5.73M 218,337 – –
TC
19
Travelers Companies
Minnesota
$5.3M 201,947 – –
TCIM
20
TIAA CREF Investment Management
New York
$5.07M 192,973 +18,143 +10%
Northern Trust
21
Northern Trust
Illinois
$5.05M 192,183 +96,926 +102%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.65M 176,961 -351 -0.2%
Deutsche Bank
23
Deutsche Bank
Germany
$3.95M 150,317 -32,528 -18%
GL
24
GLG LLC
New York
$3.26M 124,101 -656 -0.5%
Renaissance Technologies
25
Renaissance Technologies
New York
$3.03M 115,200 -46,820 -29%
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