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Moelis & Co
MC

Overview Fund Activity

183 hedge funds and large institutions have $1.45B invested in Moelis & Co in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 69 increasing their positions, 50 reducing their positions, and 31 closing their positions.

Holders
183
Holders Change
+10
Holders Change %
+5.78%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
41
Increased
69
Reduced
50
Closed
31
Calls
$4.43M
Puts
$737K
Net Calls
+$3.69M
Net Calls Change
+$3.02M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$37.4M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$37.8M
3
Ameriprise
3
Ameriprise
Minnesota
$60.1M
4
BlackRock
4
BlackRock
New York
$171M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$10.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$8.25M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$0
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$0
4
TC
4
Travelers Companies
Minnesota
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$14.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$171M 3,535,231 +247,956 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$138M 2,836,814 -6,227 -0.2%
BAMCO Inc
3
BAMCO Inc
New York
$91.9M 1,895,730 – –
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$73M 1,505,100 -124,055 -8%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$70.2M 1,447,810 -38,985 -3%
Bank of America
6
Bank of America
North Carolina
$67.6M 1,392,943 -90,543 -6%
Ameriprise
7
Ameriprise
Minnesota
$60.1M 1,239,343 +434,057 +54%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$37.8M 778,841 +768,255 +7,257%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$37.4M 770,152 +770,152 New
Jennison Associates
10
Jennison Associates
New York
$36.4M 750,764 +52,521 +8%
Capital World Investors
11
Capital World Investors
California
$34.9M 719,000 – –
State Street
12
State Street
Massachusetts
$32.5M 669,959 +42,186 +7%
American Century Companies
13
American Century Companies
Missouri
$32.1M 662,870 +98,571 +17%
Principal Financial Group
14
Principal Financial Group
Iowa
$30.7M 633,374 +92,382 +17%
RA
15
Royce & Associates
New York
$26.3M 541,690 -157,924 -23%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$26.2M 539,391 +14,110 +3%
AII
17
AGF Investments Inc
Ontario, Canada
$25.4M 524,067 -138,136 -21%
EA
18
Emerald Advisers
Pennsylvania
$22.9M 472,340 -1,291 -0.3%
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
$19.3M 397,765 -6,280 -2%
Northern Trust
20
Northern Trust
Illinois
$18.6M 383,037 -7,021 -2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$16.6M 341,654 +21,824 +7%
RCAMU
22
Rothschild & Co Asset Management US
Connecticut
$15.4M 318,294 -16,928 -5%
Morgan Stanley
23
Morgan Stanley
New York
$14.8M 305,214 -176,324 -37%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$13.5M 279,272 +21,673 +8%
Deutsche Bank
25
Deutsche Bank
Germany
$11.7M 241,034 +22,306 +10%
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