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Moody's
MCO

Overview Fund Activity

430 hedge funds and large institutions have $15.5B invested in Moody's in 2013 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 118 increasing their positions, 181 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+24
Holders Change %
+5.91%
% of All Funds
12.49%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
60
Increased
118
Reduced
181
Closed
34
Calls
$48.3M
Puts
$78.7M
Net Calls
-$30.4M
Net Calls Change
-$12.2M

Top Buyers

1
MG
1
Meritage Group
California
$184M
2
DDC
2
DF Dent & Co
Maryland
$89.4M
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$227M
4
JCAM
4
Jericho Capital Asset Management
New York
$126M
5
Morgan Stanley
5
Morgan Stanley
New York
$375M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$13.3M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$284M
3
JHIU
3
Janus Henderson Investors US
Colorado
$162M
4
SCA
4
Southpoint Capital Advisors
New York
$58.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
EOJOAM
326
E. Ohman J:or Asset Management
Sweden
$368K – – –
RHJA
327
Rice Hall James & Associates
California
$362K -$4.7K -60 -1%
PAM
328
PartnerRe Asset Management
Connecticut
$358K -$30.3K -386 -8%
Thrivent Financial for Lutherans
329
Thrivent Financial for Lutherans
Minnesota
$353K – – –
NIM
330
NuWave Investment Management
New Jersey
$352K +$352K +4,480 New
Dodge & Cox
331
Dodge & Cox
California
$337K – – –
JAFL
332
Jay A. Fishman Ltd
Michigan
$332K – – –
AIM
333
Arcadia Investment Management
Michigan
$322K – – –
AIP
334
Ameritas Investment Partners
Nebraska
$312K -$11.9K -151 -4%
CSIC
335
Clifford Swan Investment Counsel
California
$302K – – –
Rafferty Asset Management
336
Rafferty Asset Management
New York
$301K -$128K -1,627 -30%
WTIM
337
Wilmington Trust Investment Management
Delaware
$299K – – –
LNWWM
338
Laird Norton Wetherby Wealth Management
California
$283K -$37K -471 -12%
SCM
339
Southport Capital Management
Tennessee
$283K – – –
SO
340
STRS Ohio
Ohio
$282K – – –
OA
341
OFI Advisors
Pennsylvania
$280K +$11.1K +142 +4%
LIA
342
LS Investment Advisors
Michigan
$280K +$181K +2,309 +184%
VKH
343
Virtu KCG Holdings
New York
$279K -$668K -8,506 -71%
CC
344
ClearArc Capital
Ohio
$276K -$1.57K -20 -0.6%
CI
345
Constellation Investments
Ohio
$275K +$15.7K +200 +6%
LPL Financial
346
LPL Financial
California
$273K +$273K +3,482 New
HCM
347
Harvest Capital Management
New Hampshire
$272K – – –
Truist Financial
348
Truist Financial
North Carolina
$267K -$62.4K -795 -19%
Parallax Volatility Advisers
349
Parallax Volatility Advisers
California
$264K +$264K +3,369 New
QBFM
350
QS Batterymarch Financial Management
New York
$260K -$13.9K -176 -5%
12 13
14
15 16