MC icon

Moelis & Co
MC

Overview Fund Activity

190 hedge funds and large institutions have $1.83B invested in Moelis & Co in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 42 reducing their positions, and 21 closing their positions.

Holders
190
Holders Change
+16
Holders Change %
+9.2%
% of All Funds
3.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
87
Reduced
42
Closed
21
Calls
$3.48M
Puts
$1.49M
Net Calls
+$1.99M
Net Calls Change
+$1.82M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$89.5M
2
TAM
2
Timucuan Asset Management
Florida
$49.6M
3
MAM
3
Madison Asset Management
Wisconsin
$29M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$26.5M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$31.3M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$40.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$32M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$6.16M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$415K
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$181M 5,801,618 +48,212 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$163M 5,232,414 +400,718 +8%
BlackRock
3
BlackRock
New York
$127M 4,091,383 +216,754 +6%
LCOV
4
London Company of Virginia
Virginia
$116M 3,731,562 +422,421 +13%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$94.1M 3,020,451 +84,266 +3%
AllianceBernstein
6
AllianceBernstein
Tennessee
$89.5M 2,873,552 +2,810,852 +4,483%
Artisan Partners
7
Artisan Partners
Wisconsin
$70.5M 2,262,410 -69,938 -3%
BAMCO Inc
8
BAMCO Inc
New York
$58.5M 1,878,214 +10,600 +0.6%
TAM
9
Timucuan Asset Management
Florida
$49.6M 1,590,515 +1,150,615 +262%
Capital Research Global Investors
10
Capital Research Global Investors
California
$40.2M 1,290,034 -1,611,634 -56%
Wells Fargo
11
Wells Fargo
California
$37.1M 1,189,654 +194,219 +20%
CCM
12
Causeway Capital Management
California
$36.1M 1,159,678 +119,246 +11%
Jennison Associates
13
Jennison Associates
New York
$35.9M 1,152,985 -32,257 -3%
State Street
14
State Street
Massachusetts
$34.4M 1,105,352 +73,103 +7%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$33.3M 1,069,164 +16,639 +2%
Federated Hermes
16
Federated Hermes
Pennsylvania
$33.2M 1,065,000 +175,000 +20%
WHG
17
Westwood Holdings Group
Texas
$32.3M 1,035,708 +47,578 +5%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$32M 1,028,378 -280,489 -21%
VNIM
19
Vaughan Nelson Investment Management
Texas
$31.3M 1,003,252 +705,057 +236%
RA
20
Royce & Associates
New York
$29.5M 947,406 +113,025 +14%
MAM
21
Madison Asset Management
Wisconsin
$29M 929,747 +929,747 New
CRM
22
Cramer Rosenthal McGlynn
Connecticut
$26.5M 851,931 +851,931 New
WA
23
Wasatch Advisors
Utah
$24.6M 790,165 +86,596 +12%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$24.4M 783,137 +64,131 +9%
Northern Trust
25
Northern Trust
Illinois
$22.5M 721,811 +101,059 +16%
1
2 3 4 5