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Moelis & Co
MC

Overview Fund Activity

221 hedge funds and large institutions have $1.45B invested in Moelis & Co in 2018 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 85 increasing their positions, 59 reducing their positions, and 43 closing their positions.

Holders
221
Holders Change
+8
Holders Change %
+3.76%
% of All Funds
4.93%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
52
Increased
85
Reduced
59
Closed
43
Calls
$4.18M
Puts
$323K
Net Calls
+$3.85M
Net Calls Change
+$5.76M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$68.4M
2
Millennium Management
2
Millennium Management
New York
$14.4M
3
RA
3
Royce & Associates
New York
$16.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$8.17M
5
Victory Capital Management
5
Victory Capital Management
Texas
$6.83M

Top Sellers

1
BlackRock
1
BlackRock
New York
$157M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$0
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$25M
4
Bank of America
4
Bank of America
North Carolina
$32.3M
5
ACL
5
Azora Capital LP
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$245M 7,116,401 +8,490 +0.1%
BlackRock
2
BlackRock
New York
$157M 4,552,890 -1,732,887 -28%
Vanguard Group
3
Vanguard Group
Pennsylvania
$146M 4,238,597 +57,328 +1%
Jennison Associates
4
Jennison Associates
New York
$68.4M 1,989,556 +650,085 +49%
BAMCO Inc
5
BAMCO Inc
New York
$65.1M 1,894,814 -801 -0%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$52.1M 1,515,452 -174,600 -10%
Wells Fargo
7
Wells Fargo
California
$32.8M 953,679 +37,580 +4%
State Street
8
State Street
Massachusetts
$32.4M 941,125 -9,414 -1%
Bank of America
9
Bank of America
North Carolina
$32.3M 939,918 -236,591 -20%
Ameriprise
10
Ameriprise
Minnesota
$30.5M 885,570 -15,070 -2%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$29.4M 855,720 +189,816 +29%
APG Asset Management
12
APG Asset Management
Netherlands
$29.1M 967,000 +197,100 +26%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$25M 727,172 -537,734 -43%
Capital World Investors
14
Capital World Investors
California
$24.7M 719,000 – –
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$24.7M 718,906 +65,485 +10%
Northern Trust
16
Northern Trust
Illinois
$19.5M 567,989 -6,528 -1%
EA
17
Emerald Advisers
Pennsylvania
$18.5M 538,792 +104,950 +24%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$18.5M 538,424 +58,173 +12%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$17.8M 517,228 +40,779 +9%
EMFAT
20
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17.3M 504,203 +106,108 +27%
Morgan Stanley
21
Morgan Stanley
New York
$16.8M 489,015 +11,275 +2%
RA
22
Royce & Associates
New York
$16.1M 467,270 +220,116 +89%
Principal Financial Group
23
Principal Financial Group
Iowa
$15.5M 449,578 +53,169 +13%
Millennium Management
24
Millennium Management
New York
$14.4M 417,751 +301,206 +258%
Norges Bank
25
Norges Bank
Norway
$14.3M 415,449 +36,919 +10%
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