We are live on ! Find out more
MC icon

Moelis & Co

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.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $4.15M | Put options by funds: $1.85M

2.11% more ownership

Funds ownership: 91.02%93.13% (+2.1%)

3% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 64

0% less capital invested

Capital invested by funds: $1.47B → $1.47B (-$4.2M)

4% less funds holding

Funds holding: 195188 (-7)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
188
Holders Change
-7
Holders Change %
-3.59%
% of All Funds
3.7%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$170M -$12.6M -386,073 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$151M +$1.89M +57,787 +1%
BlackRock
3
BlackRock
New York
$136M +$12.5M +380,911 +10%
Capital Research Global Investors
4
Capital Research Global Investors
California
$95.3M
JP Morgan Chase
5
JP Morgan Chase
New York
$92.4M -$12.9M -394,474 -12%
LCOV
6
London Company of Virginia
Virginia
$74.9M +$5.33M +162,899 +7%
BAMCO Inc
7
BAMCO Inc
New York
$59.6M -$924K -28,225 -1%
Jennison Associates
8
Jennison Associates
New York
$36.7M -$8.05M -245,954 -18%
State Street
9
State Street
Massachusetts
$33.5M +$704K +21,518 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$32M +$1.96M +59,853 +6%
WHG
11
Westwood Holdings Group
Texas
$30.8M +$15.9M +486,120 +101%
Wells Fargo
12
Wells Fargo
California
$28.8M -$2.12M -64,755 -7%
WA
13
Wasatch Advisors
Utah
$23M +$6.72M +205,118 +40%
Capital World Investors
14
Capital World Investors
California
$22.9M
Ameriprise
15
Ameriprise
Minnesota
$22M +$465K +14,194 +2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$21.3M -$1.12M -34,073 -5%
Northern Trust
17
Northern Trust
Illinois
$19.5M -$9.85K -301 -0%
Millennium Management
18
Millennium Management
New York
$18.8M +$15M +457,045 +346%
Norges Bank
19
Norges Bank
Norway
$18.1M
Bank of New York Mellon
20
Bank of New York Mellon
New York
$17.5M +$5.58M +170,466 +45%
EMFAT
21
Emerald Mutual Fund Advisers Trust
Pennsylvania
$15.4M -$680K -20,761 -4%
EA
22
Emerald Advisers
Pennsylvania
$14.8M -$307K -9,384 -2%
RA
23
Royce & Associates
New York
$14.6M +$309K +9,449 +2%
Man Group
24
Man Group
United Kingdom
$13.5M +$5.91M +180,450 +74%
PF
25
Phoenix Financial
Israel
$13.2M +$13.6M +416,102 New