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Moelis & Co
MC

Overview Fund Activity

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.

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

Top Buyers

1
LCOV
1
London Company of Virginia
Virginia
$71.8M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$98.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$108M
4
SSA
4
Schonfeld Strategic Advisors
New York
$16.4M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$8.65M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$187M
2
AIM
2
Artemis Investment Management
United Kingdom
$0
3
APG Asset Management
3
APG Asset Management
Netherlands
$0
4
Ameriprise
4
Ameriprise
Minnesota
$22.2M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$3.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$187M 5,699,056 -2,725,310 -32%
Vanguard Group
2
Vanguard Group
Pennsylvania
$154M 4,681,057 +172,301 +4%
BlackRock
3
BlackRock
New York
$128M 3,882,464 -102,431 -3%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$108M 3,288,136 +1,084,620 +49%
Capital Research Global Investors
5
Capital Research Global Investors
California
$98.1M 2,986,500 +1,122,000 +60%
LCOV
6
London Company of Virginia
Virginia
$71.8M 2,185,114 +1,502,713 +220%
BAMCO Inc
7
BAMCO Inc
New York
$62.2M 1,894,739 -75 -0%
Jennison Associates
8
Jennison Associates
New York
$45.8M 1,394,498 -97,564 -7%
State Street
9
State Street
Massachusetts
$33.7M 1,027,175 +14,592 +1%
Wells Fargo
10
Wells Fargo
California
$31.8M 968,512 -215,149 -18%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$31M 942,757 +67,304 +8%
Capital World Investors
12
Capital World Investors
California
$23.6M 719,000 – –
Geode Capital Management
13
Geode Capital Management
Massachusetts
$23M 700,835 +25,763 +4%
Ameriprise
14
Ameriprise
Minnesota
$22.2M 675,761 -423,023 -38%
Northern Trust
15
Northern Trust
Illinois
$20.1M 612,260 +32,812 +6%
Norges Bank
16
Norges Bank
Norway
$18.6M 567,204 +28,985 +5%
WA
17
Wasatch Advisors
Utah
$17M 516,610 +100,088 +24%
EMFAT
18
Emerald Mutual Fund Advisers Trust
Pennsylvania
$16.5M 502,561 -12,000 -2%
SSA
19
Schonfeld Strategic Advisors
New York
$16.4M 499,043 +341,579 +217%
WHG
20
Westwood Holdings Group
Texas
$15.8M 479,900 +9,165 +2%
EA
21
Emerald Advisers
Pennsylvania
$15.6M 474,325 -43,802 -8%
RA
22
Royce & Associates
New York
$14.7M 446,559 -33,796 -7%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$12.4M 376,664 -37,436 -9%
Charles Schwab
24
Charles Schwab
California
$11.7M 355,564 +32,036 +10%
TAM
25
Timucuan Asset Management
Florida
$11.5M 350,000 – –
1
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