MC icon

Moelis & Co
MC

Overview Fund Activity

196 hedge funds and large institutions have $1.58B invested in Moelis & Co in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 52 reducing their positions, and 58 closing their positions.

Holders
196
Holders Change
-22
Holders Change %
-10.09%
% of All Funds
4.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
40
Increased
79
Reduced
52
Closed
58
Calls
$1.31M
Puts
$632K
Net Calls
+$679K
Net Calls Change
-$306K

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$65.2M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$294M
3
LCOV
3
London Company of Virginia
Virginia
$23.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$76.1M
5
WHG
5
Westwood Holdings Group
Texas
$16.5M

Top Sellers

1
HCM
1
Highline Capital Management
New York
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$4.08M
3
BlackRock
3
BlackRock
New York
$139M
4
Bank of America
4
Bank of America
North Carolina
$11.2M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$628K
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$294M 8,424,366 +976,172 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$158M 4,508,756 +182,447 +4%
BlackRock
3
BlackRock
New York
$139M 3,984,895 -818,241 -17%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$76.1M 2,203,516 +593,438 +37%
BAMCO Inc
5
BAMCO Inc
New York
$66.2M 1,894,814 – –
Capital Research Global Investors
6
Capital Research Global Investors
California
$65.2M 1,864,500 +1,159,500 +164%
Jennison Associates
7
Jennison Associates
New York
$52.1M 1,492,062 -159,153 -10%
Wells Fargo
8
Wells Fargo
California
$41.4M 1,183,661 -86,134 -7%
Ameriprise
9
Ameriprise
Minnesota
$38.4M 1,098,784 +53,558 +5%
State Street
10
State Street
Massachusetts
$35.4M 1,012,583 +74,514 +8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$30.6M 875,453 +27,183 +3%
Capital World Investors
12
Capital World Investors
California
$25.1M 719,000 – –
LCOV
13
London Company of Virginia
Virginia
$23.9M 682,401 +682,401 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$23.6M 675,072 +101,067 +18%
AIM
15
Artemis Investment Management
United Kingdom
$21M 601,106 +138,158 +30%
Northern Trust
16
Northern Trust
Illinois
$20.3M 579,448 +14,086 +2%
Norges Bank
17
Norges Bank
Norway
$18.8M 538,219 +29,797 +6%
EA
18
Emerald Advisers
Pennsylvania
$18.1M 518,127 -4,726 -0.9%
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
$18M 514,561 +10,518 +2%
RA
20
Royce & Associates
New York
$16.8M 480,355 +45,448 +10%
APG Asset Management
21
APG Asset Management
Netherlands
$16.7M 545,700 -515,100 -49%
WHG
22
Westwood Holdings Group
Texas
$16.5M 470,735 +470,735 New
WA
23
Wasatch Advisors
Utah
$14.6M 416,522 +416,522 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$14.5M 414,100 -5,877 -1%
TAM
25
Timucuan Asset Management
Florida
$12.2M 350,000 +350,000 New
1
2 3 4 5