MCO icon

Moody's
MCO

Overview Fund Activity

963 hedge funds and large institutions have $59.8B invested in Moody's in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 333 increasing their positions, 311 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
+32
Holders Change %
+3.44%
% of All Funds
16.91%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.61%
New
98
Increased
333
Reduced
311
Closed
50
Calls
$294M
Puts
$205M
Net Calls
+$88.4M
Net Calls Change
+$177M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$143M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$115M
3
HighTower Advisors
HighTower Advisors
Illinois
+$87.4M
4
Barclays
Barclays
United Kingdom
+$80.4M
5
BlackRock
BlackRock
New York
+$63.7M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$254M
2
CBT
Capital Bank & Trust
California
-$119M
3
MA
Marshfield Associates
District of Columbia
-$113M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$103M
5
NIPH
NN Investment Partners Holdings
Netherlands
-$98.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
401
Howland Capital Management
Massachusetts
$2.49M – – –
LPARFS
402
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$2.49M – – –
RBA
403
Richard Bernstein Advisors
New York
$2.48M – – –
MF
404
Magnetar Financial
Illinois
$2.46M +$2.46M +6,918 New
LCH
405
Lee Capital Holdings
New York
$2.45M +$323K +910 +15%
BCV
406
Banque Cantonale Vaudoise
Switzerland
$2.44M -$71K -200 -3%
TCOT
407
Trust Company of Toledo
Ohio
$2.4M – – –
FCM
408
Fairbanks Capital Management
California
$2.33M +$61.8K +174 +3%
Parallax Volatility Advisers
409
Parallax Volatility Advisers
California
$2.32M +$485K +1,367 +26%
RCM
410
Regency Capital Management
Hawaii
$2.32M +$229K +645 +11%
FFG
411
Fortem Financial Group
California
$2.3M +$45.5K +128 +2%
AA
412
ALPS Advisors
Colorado
$2.28M -$467K -1,315 -17%
O
413
Ossiam
France
$2.26M -$84.5K -238 -4%
VIA
414
Vident Investment Advisory
Georgia
$2.25M -$3.77M -10,609 -63%
AC
415
Allstate Corporation
Illinois
$2.22M -$110K -310 -5%
CB
416
Commerce Bank
Missouri
$2.21M +$103K +290 +5%
LFAS
417
Level Four Advisory Services
Texas
$2.2M -$147K -414 -6%
V
418
Veritable
Delaware
$2.18M +$16.7K +47 +0.8%
SSWM
419
Smith Salley Wealth Management
North Carolina
$2.12M +$149K +420 +8%
TCA
420
Transcend Capital Advisors
New Jersey
$2.11M +$1.17K +3 +0.1%
NO
421
Ninety One
South Africa
$2.03M -$95.2K -268 -4%
SC
422
Saturna Capital
Washington
$2.02M – – –
Marshall Wace
423
Marshall Wace
United Kingdom
$2.01M +$2.01M +5,654 New
FC
424
Ferris Capital
Massachusetts
$1.97M +$1.7M +4,411 +637%
IC
425
Inverness Counsel
New York
$1.95M +$414K +1,165 +27%
15 16
17
18 19