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Moelis & Co
MC

Overview Fund Activity

213 hedge funds and large institutions have $2.36B invested in Moelis & Co in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 63 reducing their positions, and 23 closing their positions.

Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
4.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
90
Reduced
63
Closed
23
Calls
$7.16M
Puts
$9.07M
Net Calls
-$1.91M
Net Calls Change
-$4.62M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$390M
2
BlackRock
2
BlackRock
New York
$344M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$229M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$92.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$12.7M

Top Sellers

1
MWNA
1
Marshall Wace North America
New York
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.46M
3
HCM
3
Hodges Capital Management
Texas
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$9.57M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$69.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$390M 7,107,911 +1,034,092 +17%
BlackRock
2
BlackRock
New York
$344M 6,285,777 +934,339 +17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$229M 4,181,269 +595,168 +17%
BAMCO Inc
4
BAMCO Inc
New York
$104M 1,895,615 – –
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$92.6M 1,690,052 +308,573 +22%
Jennison Associates
6
Jennison Associates
New York
$73.4M 1,339,471 -23,071 -2%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$69.3M 1,264,906 -86,948 -6%
Bank of America
8
Bank of America
North Carolina
$64.5M 1,176,509 -80,865 -6%
State Street
9
State Street
Massachusetts
$52.1M 950,539 +156,585 +20%
Wells Fargo
10
Wells Fargo
California
$50.2M 916,099 -6,836 -0.7%
Ameriprise
11
Ameriprise
Minnesota
$49.6M 900,640 -22,649 -2%
Robeco Institutional Asset Management
12
Robeco Institutional Asset Management
Netherlands
$45.1M 822,823 – –
Capital World Investors
13
Capital World Investors
California
$39.4M 719,000 – –
VOYA Investment Management
14
VOYA Investment Management
Georgia
$36.5M 665,904 +81,075 +14%
APG Asset Management
15
APG Asset Management
Netherlands
$36.3M 769,900 +102,000 +15%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$35.8M 653,421 +57,865 +10%
Northern Trust
17
Northern Trust
Illinois
$31.5M 574,517 +79,627 +16%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$26.3M 480,251 +77,074 +19%
Morgan Stanley
19
Morgan Stanley
New York
$26.2M 477,740 +19,018 +4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$26.1M 476,449 +34,016 +8%
EA
21
Emerald Advisers
Pennsylvania
$23.8M 433,842 -15,752 -4%
EMFAT
22
Emerald Mutual Fund Advisers Trust
Pennsylvania
$21.8M 398,095 +13,520 +4%
Principal Financial Group
23
Principal Financial Group
Iowa
$21.7M 396,409 -48,915 -11%
Norges Bank
24
Norges Bank
Norway
$20.7M 378,530 +26,300 +7%
Deutsche Bank
25
Deutsche Bank
Germany
$18.6M 338,804 +22,362 +7%
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