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Moelis & Co
MC

Overview Fund Activity

128 hedge funds and large institutions have $953M invested in Moelis & Co in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
128
Holders Change
+19
Holders Change %
+17.43%
% of All Funds
3.19%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
60
Reduced
24
Closed
8
Calls
$2.82M
Puts
$3.12M
Net Calls
-$304K
Net Calls Change
-$1.53M

Top Buyers

1
BlackRock
1
BlackRock
New York
$86.1M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$39.7M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$77.3M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$21.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$73.9M

Top Sellers

1
RA
1
Royce & Associates
New York
$49.8M
2
KCM
2
Kennedy Capital Management
Missouri
$4.92M
3
Jennison Associates
3
Jennison Associates
New York
$34M
4
CMI
4
Cider Mill Investments
Connecticut
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$2.33M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$86.1M 2,237,551 +2,230,722 +32,665%
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$77.3M 2,008,008 +586,638 +41%
Vanguard Group
3
Vanguard Group
Pennsylvania
$73.9M 1,920,061 +455,098 +31%
BAMCO Inc
4
BAMCO Inc
New York
$73M 1,895,730 – –
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$59.5M 1,546,458 +292,662 +23%
RA
6
Royce & Associates
New York
$49.8M 1,294,371 -464,643 -26%
DRZID
7
DePrince Race & Zollo Inc (DRZ)
Florida
$39.7M 1,032,013 +1,032,013 New
Jennison Associates
8
Jennison Associates
New York
$34M 883,949 -59,516 -6%
Ameriprise
9
Ameriprise
Minnesota
$31.2M 809,874 +255,669 +46%
Capital World Investors
10
Capital World Investors
California
$27.7M 719,000 – –
Russell Investments Group
11
Russell Investments Group
United Kingdom
$21.8M 566,075 +545,866 +2,701%
State Street
12
State Street
Massachusetts
$18.9M 490,147 +164,545 +51%
EA
13
Emerald Advisers
Pennsylvania
$18M 467,911 +368,080 +369%
Bank of America
14
Bank of America
North Carolina
$17.7M 460,890 +109,323 +31%
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17.7M 460,565 +429,825 +1,398%
Renaissance Technologies
16
Renaissance Technologies
New York
$17.1M 443,860 +219,860 +98%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$15.9M 412,808 +112,600 +38%
Morgan Stanley
18
Morgan Stanley
New York
$12.3M 319,532 +47,402 +17%
RCAMU
19
Rothschild & Co Asset Management US
Connecticut
$11.9M 310,189 +310,189 New
Northern Trust
20
Northern Trust
Illinois
$11.6M 301,810 +75,578 +33%
Millennium Management
21
Millennium Management
New York
$11.1M 288,454 +216,466 +301%
Principal Financial Group
22
Principal Financial Group
Iowa
$10.7M 278,550 +26,538 +11%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$8.69M 225,788 +44,813 +25%
CF
24
CNA Financial
Illinois
$8.41M 218,337 – –
UBS Group
25
UBS Group
Switzerland
$8.15M 211,699 +72,317 +52%
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