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Moelis & Co

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$352M +$44.3M +1,109,829 +17%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$328M +$8.75M +219,329 +3%
BlackRock
3
BlackRock
New York
$283M +$34.7M +870,362 +16%
Goldman Sachs
4
Goldman Sachs
New York
$218M +$181M +4,533,955 +1,655%
WA
5
Wasatch Advisors
Utah
$193M -$11M -274,517 -6%
LCOV
6
London Company of Virginia
Virginia
$155M -$5.36M -134,417 -4%
TAM
7
Timucuan Asset Management
Florida
$139M +$19.1M +478,338 +18%
State Street
8
State Street
Massachusetts
$109M +$41.3M +1,035,644 +76%
AllianceBernstein
9
AllianceBernstein
Tennessee
$106M -$5.71M -143,033 -6%
JP Morgan Chase
10
JP Morgan Chase
New York
$84.8M -$17.4M -435,120 -19%
HCL
11
Heard Capital LLC
Illinois
$83.1M +$3.1M +77,596 +4%
Ameriprise
12
Ameriprise
Minnesota
$68.4M +$18.9M +473,989 +46%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$62.8M +$3.14M +78,791 +6%
WHG
14
Westwood Holdings Group
Texas
$61M -$2.29M -57,414 -4%
MAM
15
Madison Asset Management
Wisconsin
$59.9M +$848K +21,243 +2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$55.7M +$7.68M +192,570 +19%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$55.4M -$6.37M -159,746 -12%
Artisan Partners
18
Artisan Partners
Wisconsin
$52.5M -$2.2M -55,214 -5%
Wells Fargo
19
Wells Fargo
California
$49.9M +$696K +17,436 +2%
HighTower Advisors
20
HighTower Advisors
Illinois
$48.8M +$5.09M +127,528 +13%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$42.6M +$10.4M +260,640 +38%
Morgan Stanley
22
Morgan Stanley
New York
$39.8M +$7.21M +180,801 +26%
Principal Financial Group
23
Principal Financial Group
Iowa
$36.7M +$15.5M +389,218 +93%
Charles Schwab
24
Charles Schwab
California
$34M +$1.8M +44,993 +6%
Capital World Investors
25
Capital World Investors
California
$32.6M