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Moelis & Co
MC

Overview Fund Activity

173 hedge funds and large institutions have $1.31B invested in Moelis & Co in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
173
Holders Change
+29
Holders Change %
+20.14%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
44
Increased
76
Reduced
35
Closed
13
Calls
$2.9M
Puts
$2.23M
Net Calls
+$669K
Net Calls Change
+$853K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$74.1M
2
BlackRock
2
BlackRock
New York
$142M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$122M
4
American Century Companies
4
American Century Companies
Missouri
$24.3M
5
Bank of America
5
Bank of America
North Carolina
$63.9M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$16.7M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$9.14M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$70.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.04M
5
SIM
5
Spark Investment Management
New York
$5.53M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$142M 3,287,275 +907,403 +38%
Vanguard Group
2
Vanguard Group
Pennsylvania
$122M 2,843,041 +803,612 +39%
BAMCO Inc
3
BAMCO Inc
New York
$81.6M 1,895,730 – –
Goldman Sachs
4
Goldman Sachs
New York
$74.1M 1,720,790 +1,476,647 +605%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$70.1M 1,629,155 -164,655 -9%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$64.4M 1,486,795 +19,377 +1%
Bank of America
7
Bank of America
North Carolina
$63.9M 1,483,486 +228,982 +18%
Ameriprise
8
Ameriprise
Minnesota
$34.7M 805,286 +3,106 +0.4%
Capital World Investors
9
Capital World Investors
California
$31M 719,000 – –
RA
10
Royce & Associates
New York
$30.1M 699,614 -93,572 -12%
Jennison Associates
11
Jennison Associates
New York
$30.1M 698,243 +871 +0.1%
AII
12
AGF Investments Inc
Ontario, Canada
$28.5M 662,203 +98,617 +17%
State Street
13
State Street
Massachusetts
$27M 627,773 +84,006 +15%
American Century Companies
14
American Century Companies
Missouri
$24.3M 564,299 +487,660 +636%
Principal Financial Group
15
Principal Financial Group
Iowa
$23.3M 540,992 +48,702 +10%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$22.6M 525,281 +33,068 +7%
Morgan Stanley
17
Morgan Stanley
New York
$20.7M 481,538 +164,002 +52%
EA
18
Emerald Advisers
Pennsylvania
$20.4M 473,631 +13,630 +3%
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17.4M 404,045 +36,710 +10%
Northern Trust
20
Northern Trust
Illinois
$16.8M 390,058 +66,014 +20%
DRZID
21
DePrince Race & Zollo Inc (DRZ)
Florida
$16.7M 386,907 -511,332 -57%
Millennium Management
22
Millennium Management
New York
$15.5M 360,608 +197,023 +120%
RCAMU
23
Rothschild & Co Asset Management US
Connecticut
$14.4M 335,222 +14,192 +4%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$13.8M 319,830 +123,171 +63%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$11.1M 257,599 +23,066 +10%
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