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Moelis & Co
MC

Overview Fund Activity

188 hedge funds and large institutions have $2B invested in Moelis & Co in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 28 closing their positions.

Holders
188
Holders Change
-2
Holders Change %
-1.05%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
28
Increased
64
Reduced
61
Closed
28
Calls
$5.62M
Puts
$636K
Net Calls
+$4.98M
Net Calls Change
+$2.99M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$114M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$215M
3
TAM
3
Timucuan Asset Management
Florida
$66.5M
4
WHG
4
Westwood Holdings Group
Texas
$44.1M
5
PPA
5
Parametric Portfolio Associates
Washington
$8.74M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$10.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$6.11M
3
Jennison Associates
3
Jennison Associates
New York
$11.8M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$69.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$175M
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$215M 6,124,286 +322,668 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$175M 4,968,842 -263,572 -5%
BlackRock
3
BlackRock
New York
$141M 4,016,359 -75,024 -2%
LCOV
4
London Company of Virginia
Virginia
$129M 3,670,553 -61,009 -2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$114M 3,246,329 +372,777 +13%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$103M 3,024,825 +4,374 +0.1%
Artisan Partners
7
Artisan Partners
Wisconsin
$69.2M 1,968,990 -293,420 -13%
TAM
8
Timucuan Asset Management
Florida
$66.5M 1,891,090 +300,575 +19%
BAMCO Inc
9
BAMCO Inc
New York
$65.2M 1,856,189 -22,025 -1%
WHG
10
Westwood Holdings Group
Texas
$44.1M 1,254,986 +219,278 +21%
Wells Fargo
11
Wells Fargo
California
$40.7M 1,158,941 -30,713 -3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$38M 1,081,640 +12,476 +1%
State Street
13
State Street
Massachusetts
$37.6M 1,069,725 -35,627 -3%
Federated Hermes
14
Federated Hermes
Pennsylvania
$37.4M 1,065,000 – –
VNIM
15
Vaughan Nelson Investment Management
Texas
$37.1M 1,056,572 +53,320 +5%
RA
16
Royce & Associates
New York
$35.5M 1,011,651 +64,245 +7%
CRM
17
Cramer Rosenthal McGlynn
Connecticut
$34.4M 980,247 +128,316 +15%
CCM
18
Causeway Capital Management
California
$31.5M 897,690 -261,988 -23%
MAM
19
Madison Asset Management
Wisconsin
$31.4M 893,432 -36,315 -4%
EA
20
Emerald Advisers
Pennsylvania
$28.6M 814,850 +143,636 +21%
WA
21
Wasatch Advisors
Utah
$28M 795,471 +5,306 +0.7%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$26.2M 744,571 -38,566 -5%
Capital World Investors
23
Capital World Investors
California
$25.3M 719,000 – –
EMFAT
24
Emerald Mutual Fund Advisers Trust
Pennsylvania
$24.7M 703,012 +116,881 +20%
Northern Trust
25
Northern Trust
Illinois
$24.3M 690,411 -31,400 -4%
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