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Moelis & Co
MC

Overview Fund Activity

200 hedge funds and large institutions have $1.9B invested in Moelis & Co in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 24 closing their positions.

Holders
200
Holders Change
+17
Holders Change %
+9.29%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
42
Increased
72
Reduced
59
Closed
24
Calls
$1.77M
Puts
$3.56M
Net Calls
-$1.8M
Net Calls Change
-$5.49M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$252M
2
Wells Fargo
2
Wells Fargo
California
$51.1M
3
MWNA
3
Marshall Wace North America
New York
$34.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$167M
5
Jennison Associates
5
Jennison Associates
New York
$60.4M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$5.92M
2
Millennium Management
2
Millennium Management
New York
$0
3
SCA
3
Secor Capital Advisors
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$62.1M
5
MCM
5
McKinley Capital Management
Alaska
$191K
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$252M 4,952,664 +4,182,512 +543%
BlackRock
2
BlackRock
New York
$186M 3,656,675 +121,444 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$167M 3,290,646 +453,832 +16%
BAMCO Inc
4
BAMCO Inc
New York
$96.4M 1,895,615 -115 -0%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$80.5M 1,583,631 +135,821 +9%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$74.6M 1,467,148 -37,952 -3%
Ameriprise
7
Ameriprise
Minnesota
$63.6M 1,252,159 +12,816 +1%
Bank of America
8
Bank of America
North Carolina
$62.1M 1,221,227 -171,716 -12%
Jennison Associates
9
Jennison Associates
New York
$60.4M 1,186,911 +436,147 +58%
Wells Fargo
10
Wells Fargo
California
$51.1M 1,005,203 +852,188 +557%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$41.5M 815,977 +37,136 +5%
Capital World Investors
12
Capital World Investors
California
$36.6M 719,000 – –
MWNA
13
Marshall Wace North America
New York
$34.8M 683,731 +661,254 +2,942%
State Street
14
State Street
Massachusetts
$34.3M 673,725 +3,766 +0.6%
Principal Financial Group
15
Principal Financial Group
Iowa
$31.8M 626,334 -7,040 -1%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$28.1M 553,200 +13,809 +3%
RA
17
Royce & Associates
New York
$23.5M 463,046 -78,644 -15%
AII
18
AGF Investments Inc
Ontario, Canada
$23.4M 459,898 -64,169 -12%
EA
19
Emerald Advisers
Pennsylvania
$23.2M 455,813 -16,527 -3%
Morgan Stanley
20
Morgan Stanley
New York
$22.3M 437,826 +132,612 +43%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$21.2M 417,745 +138,473 +50%
Northern Trust
22
Northern Trust
Illinois
$20.1M 394,351 +11,314 +3%
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$19.8M 389,675 -8,090 -2%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$18.9M 370,838 +29,184 +9%
APG Asset Management
25
APG Asset Management
Netherlands
$17.9M 433,800 +294,700 +212%
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