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Moelis & Co
MC

Overview Fund Activity

188 hedge funds and large institutions have $1.47B invested in Moelis & Co in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 31 closing their positions.

Holders
188
Holders Change
-7
Holders Change %
-3.59%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
66
Reduced
64
Closed
31
Calls
$4.15M
Puts
$1.85M
Net Calls
+$2.3M
Net Calls Change
+$6.58M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$30.8M
2
Millennium Management
2
Millennium Management
New York
$18.8M
3
PF
3
Phoenix Financial
Israel
$13.2M
4
BlackRock
4
BlackRock
New York
$136M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.59M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$92.4M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$170M
3
SSA
3
Schonfeld Strategic Advisors
New York
$7.21M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$512K
5
Jennison Associates
5
Jennison Associates
New York
$36.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$170M 5,312,983 -386,073 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$151M 4,738,844 +57,787 +1%
BlackRock
3
BlackRock
New York
$136M 4,263,375 +380,911 +10%
Capital Research Global Investors
4
Capital Research Global Investors
California
$95.3M 2,986,500 – –
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$92.4M 2,893,662 -394,474 -12%
LCOV
6
London Company of Virginia
Virginia
$74.9M 2,348,013 +162,899 +7%
BAMCO Inc
7
BAMCO Inc
New York
$59.6M 1,866,514 -28,225 -1%
Jennison Associates
8
Jennison Associates
New York
$36.7M 1,148,544 -245,954 -18%
State Street
9
State Street
Massachusetts
$33.5M 1,048,693 +21,518 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$32M 1,002,610 +59,853 +6%
WHG
11
Westwood Holdings Group
Texas
$30.8M 966,020 +486,120 +101%
Wells Fargo
12
Wells Fargo
California
$28.8M 903,757 -64,755 -7%
WA
13
Wasatch Advisors
Utah
$23M 721,728 +205,118 +40%
Capital World Investors
14
Capital World Investors
California
$23M 719,000 – –
Ameriprise
15
Ameriprise
Minnesota
$22M 689,955 +14,194 +2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$21.3M 666,762 -34,073 -5%
Northern Trust
17
Northern Trust
Illinois
$19.5M 611,959 -301 -0%
Millennium Management
18
Millennium Management
New York
$18.8M 589,282 +457,045 +346%
Norges Bank
19
Norges Bank
Norway
$18.1M 567,204 – –
Bank of New York Mellon
20
Bank of New York Mellon
New York
$17.5M 547,130 +170,466 +45%
EMFAT
21
Emerald Mutual Fund Advisers Trust
Pennsylvania
$15.4M 481,800 -20,761 -4%
EA
22
Emerald Advisers
Pennsylvania
$14.8M 464,941 -9,384 -2%
RA
23
Royce & Associates
New York
$14.6M 456,008 +9,449 +2%
Man Group
24
Man Group
United Kingdom
$13.5M 423,588 +180,450 +74%
PF
25
Phoenix Financial
Israel
$13.2M 416,102 +416,102 New
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