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Moelis & Co

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.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $1.49M

107% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 42

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

26% more capital invested

Capital invested by funds: $1.46B → $1.83B (+$375M)

12.5% more ownership

Funds ownership: 97.7%110.2% (+12%)

9% more funds holding

Funds holding: 174190 (+16)

Holders
190
Holders Change
+16
Holders Change %
+9.2%
% of All Funds
3.9%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$181M +$1.51M +48,212 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$163M +$12.6M +400,718 +8%
BlackRock
3
BlackRock
New York
$127M +$6.8M +216,754 +6%
LCOV
4
London Company of Virginia
Virginia
$116M +$13.3M +422,421 +13%
JP Morgan Chase
5
JP Morgan Chase
New York
$94.1M +$2.64M +84,266 +3%
AllianceBernstein
6
AllianceBernstein
Tennessee
$89.5M +$88.2M +2,810,852 +4,483%
Artisan Partners
7
Artisan Partners
Wisconsin
$70.5M -$2.19M -69,938 -3%
BAMCO Inc
8
BAMCO Inc
New York
$58.5M +$333K +10,600 +0.6%
TAM
9
Timucuan Asset Management
Florida
$49.6M +$36.1M +1,150,615 +262%
Capital Research Global Investors
10
Capital Research Global Investors
California
$40.2M -$50.6M -1,611,634 -56%
Wells Fargo
11
Wells Fargo
California
$37.1M +$6.1M +194,219 +20%
CCM
12
Causeway Capital Management
California
$36.1M +$3.74M +119,246 +11%
Jennison Associates
13
Jennison Associates
New York
$35.9M -$1.01M -32,257 -3%
State Street
14
State Street
Massachusetts
$34.4M +$2.29M +73,103 +7%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$33.3M +$522K +16,639 +2%
Federated Hermes
16
Federated Hermes
Pennsylvania
$33.2M +$5.49M +175,000 +20%
WHG
17
Westwood Holdings Group
Texas
$32.3M +$1.49M +47,578 +5%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$32M -$8.8M -280,489 -21%
VNIM
19
Vaughan Nelson Investment Management
Texas
$31.3M +$22.1M +705,057 +236%
RA
20
Royce & Associates
New York
$29.5M +$3.55M +113,025 +14%
MAM
21
Madison Asset Management
Wisconsin
$29M +$29.2M +929,747 New
CRM
22
Cramer Rosenthal McGlynn
Connecticut
$26.5M +$26.7M +851,931 New
WA
23
Wasatch Advisors
Utah
$24.6M +$2.72M +86,596 +12%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$24.4M +$2.01M +64,131 +9%
Northern Trust
25
Northern Trust
Illinois
$22.5M +$3.17M +101,059 +16%