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Moelis & Co
MC

Overview Fund Activity

174 hedge funds and large institutions have $1.46B invested in Moelis & Co in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 50 reducing their positions, and 36 closing their positions.

Holders
174
Holders Change
-14
Holders Change %
-7.45%
% of All Funds
3.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
75
Reduced
50
Closed
36
Calls
$2.58M
Puts
$2.4M
Net Calls
+$172K
Net Calls Change
-$2.13M

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$65.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$36.8M
3
CCM
3
Causeway Capital Management
California
$29.2M
4
LCOV
4
London Company of Virginia
Virginia
$93M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$25M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.02M
2
ECA
2
Endeavour Capital Advisors
Connecticut
$0
3
BlackRock
3
BlackRock
New York
$109M
4
Ameriprise
4
Ameriprise
Minnesota
$9.9M
5
Man Group
5
Man Group
United Kingdom
$3.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$162M 5,753,406 +440,423 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$136M 4,831,696 +92,852 +2%
BlackRock
3
BlackRock
New York
$109M 3,874,629 -388,746 -9%
LCOV
4
London Company of Virginia
Virginia
$93M 3,309,141 +961,128 +41%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$82.5M 2,936,185 +42,523 +1%
Capital Research Global Investors
6
Capital Research Global Investors
California
$81.5M 2,901,668 -84,832 -3%
Artisan Partners
7
Artisan Partners
Wisconsin
$65.5M 2,332,348 +2,332,348 New
BAMCO Inc
8
BAMCO Inc
New York
$52.5M 1,867,614 +1,100 +0.1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$36.8M 1,308,867 +1,118,795 +589%
Jennison Associates
10
Jennison Associates
New York
$33.3M 1,185,242 +36,698 +3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$29.6M 1,052,525 +49,915 +5%
CCM
12
Causeway Capital Management
California
$29.2M 1,040,432 +1,040,432 New
State Street
13
State Street
Massachusetts
$29M 1,032,249 -16,444 -2%
Wells Fargo
14
Wells Fargo
California
$28M 995,435 +91,678 +10%
WHG
15
Westwood Holdings Group
Texas
$27.8M 988,130 +22,110 +2%
Federated Hermes
16
Federated Hermes
Pennsylvania
$25M 890,000 +890,000 New
RA
17
Royce & Associates
New York
$23.4M 834,381 +378,373 +83%
Capital World Investors
18
Capital World Investors
California
$20.2M 719,000 – –
Geode Capital Management
19
Geode Capital Management
Massachusetts
$20.2M 719,006 +52,244 +8%
WA
20
Wasatch Advisors
Utah
$19.8M 703,569 -18,159 -3%
EA
21
Emerald Advisers
Pennsylvania
$18.5M 658,846 +193,905 +42%
Northern Trust
22
Northern Trust
Illinois
$17.4M 620,752 +8,793 +1%
Norges Bank
23
Norges Bank
Norway
$15.9M 567,204 – –
EMFAT
24
Emerald Mutual Fund Advisers Trust
Pennsylvania
$15.4M 546,763 +64,963 +13%
Bank of America
25
Bank of America
North Carolina
$15.3M 544,466 +312,180 +134%
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