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Moelis & Co
MC

Overview Fund Activity

218 hedge funds and large institutions have $1.87B invested in Moelis & Co in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 70 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-3
Holders Change %
-1.36%
% of All Funds
4.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
80
Reduced
70
Closed
40
Calls
$1.66M
Puts
$678K
Net Calls
+$985K
Net Calls Change
-$2.87M

Top Buyers

1
HCM
Highline Capital Management
New York
+$45.2M
2
Goldman Sachs
Goldman Sachs
New York
+$40.6M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$29.3M
4
AIM
Artemis Investment Management
United Kingdom
+$19.3M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$13.8M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$16.4M
2
Morgan Stanley
Morgan Stanley
New York
-$14.3M
3
Jennison Associates
Jennison Associates
New York
-$14.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$12M
5
CF
CNA Financial
Illinois
-$7.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$310M +$13.8M +331,793 +5%
BlackRock
2
BlackRock
New York
$200M +$10.4M +250,246 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$180M +$3.65M +87,712 +2%
BAMCO Inc
4
BAMCO Inc
New York
$78.8M – – –
Jennison Associates
5
Jennison Associates
New York
$68.7M -$14.1M -338,341 -17%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$67M +$3.94M +94,626 +6%
Wells Fargo
7
Wells Fargo
California
$52.8M +$13.2M +316,116 +33%
Goldman Sachs
8
Goldman Sachs
New York
$45.9M +$40.6M +975,875 +760%
HCM
9
Highline Capital Management
New York
$45.2M +$45.2M +1,086,935 New
Ameriprise
10
Ameriprise
Minnesota
$43.5M +$6.64M +159,656 +18%
APG Asset Management
11
APG Asset Management
Netherlands
$39.3M +$3.48M +93,800 +10%
State Street
12
State Street
Massachusetts
$39M -$127K -3,056 -0.3%
Bank of America
13
Bank of America
North Carolina
$37.5M -$1.64M -39,305 -4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$35.3M +$5.38M +129,364 +18%
Capital World Investors
15
Capital World Investors
California
$29.9M – – –
Capital Research Global Investors
16
Capital Research Global Investors
California
$29.3M +$29.3M +705,000 New
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$29.1M -$1.18M -28,300 -4%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$23.9M +$1.48M +35,581 +7%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$23.6M -$12M -289,475 -34%
Northern Trust
20
Northern Trust
Illinois
$23.5M -$109K -2,627 -0.5%
EA
21
Emerald Advisers
Pennsylvania
$21.8M -$663K -15,939 -3%
Norges Bank
22
Norges Bank
Norway
$21.2M +$3.87M +92,973 +22%
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$21M -$6.66K -160 -0%
AIM
24
Artemis Investment Management
United Kingdom
$19.3M +$19.3M +462,948 New
RA
25
Royce & Associates
New York
$18.1M -$1.35M -32,363 -7%
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