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Moelis & Co

195 hedge funds and large institutions have $1.47B invested in Moelis & Co in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 62

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 196195 (-1)

0.95% less ownership

Funds ownership: 91.97%91.02% (-0.95%)

7% less capital invested

Capital invested by funds: $1.58B → $1.47B (-$106M)

82% less call options, than puts

Call options by funds: $917K | Put options by funds: $5.19M

Holders
195
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
4.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
75
Reduced
62
Closed
29
Calls
$917K
Puts
$5.19M
Net Calls
-$4.28M
Net Calls Change
-$4.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$187M -$92.4M -2,725,310 -32%
Vanguard Group
2
Vanguard Group
Pennsylvania
$154M +$5.84M +172,301 +4%
BlackRock
3
BlackRock
New York
$128M -$3.47M -102,431 -3%
JP Morgan Chase
4
JP Morgan Chase
New York
$108M +$36.8M +1,084,620 +49%
Capital Research Global Investors
5
Capital Research Global Investors
California
$98.1M +$38.1M +1,122,000 +60%
LCOV
6
London Company of Virginia
Virginia
$71.8M +$51M +1,502,713 +220%
BAMCO Inc
7
BAMCO Inc
New York
$62.2M -$2.54K -75 -0%
Jennison Associates
8
Jennison Associates
New York
$45.8M -$3.31M -97,564 -7%
State Street
9
State Street
Massachusetts
$33.7M +$495K +14,592 +1%
Wells Fargo
10
Wells Fargo
California
$31.8M -$7.3M -215,149 -18%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$31M +$2.28M +67,304 +8%
Capital World Investors
12
Capital World Investors
California
$23.6M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$23M +$874K +25,763 +4%
Ameriprise
14
Ameriprise
Minnesota
$22.2M -$14.3M -423,023 -38%
Northern Trust
15
Northern Trust
Illinois
$20.1M +$1.11M +32,812 +6%
Norges Bank
16
Norges Bank
Norway
$18.6M +$983K +28,985 +5%
WA
17
Wasatch Advisors
Utah
$17M +$3.39M +100,088 +24%
EMFAT
18
Emerald Mutual Fund Advisers Trust
Pennsylvania
$16.5M -$407K -12,000 -2%
SSA
19
Schonfeld Strategic Advisors
New York
$16.4M +$11.6M +341,579 +217%
WHG
20
Westwood Holdings Group
Texas
$15.8M +$311K +9,165 +2%
EA
21
Emerald Advisers
Pennsylvania
$15.6M -$1.49M -43,802 -8%
RA
22
Royce & Associates
New York
$14.7M -$1.15M -33,796 -7%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$12.4M -$1.27M -37,436 -9%
Charles Schwab
24
Charles Schwab
California
$11.7M +$1.09M +32,036 +10%
TAM
25
Timucuan Asset Management
Florida
$11.5M