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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
1
Fidelity Investments
Massachusetts
$1.53B
2
Ninety One (UK)
2
Ninety One (UK)
United Kingdom
$1.1B
3
HighTower Advisors
3
HighTower Advisors
Illinois
$91.5M
4
Barclays
4
Barclays
United Kingdom
$225M
5
BlackRock
5
BlackRock
New York
$3.97B

Top Sellers

1
VAM
1
Veritas Asset Management
United Kingdom
$534M
2
CBT
2
Capital Bank & Trust
California
$0
3
MA
3
Marshfield Associates
District of Columbia
$111M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$682M
5
NIPH
5
NN Investment Partners Holdings
Netherlands
$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFCM
26
Valley Forge Capital Management
Florida
$411M +$355K +1,000 +0.1%
Goldman Sachs
27
Goldman Sachs
New York
$394M -$28.8M -80,967 -7%
PPA
28
Parametric Portfolio Associates
Washington
$382M +$6.93M +19,527 +2%
Harris Associates
29
Harris Associates
Illinois
$380M -$75.7M -213,294 -17%
Principal Financial Group
30
Principal Financial Group
Iowa
$373M -$30.3M -85,279 -8%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$366M -$3.59M -10,123 -1%
AC
32
AKO Capital
United Kingdom
$338M -$1.06M -2,971 -0.3%
Mackenzie Financial
33
Mackenzie Financial
Ontario, Canada
$324M -$494K -1,391 -0.2%
WPL
34
WINDACRE PARTNERSHIP LLC
Texas
$308M -$69.2M -195,000 -18%
Charles Schwab
35
Charles Schwab
California
$276M +$6.44M +18,135 +2%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$269M -$51.7M -145,515 -16%
Franklin Resources
37
Franklin Resources
California
$262M +$11.8M +33,147 +5%
MG
38
Meritage Group
California
$258M -$82.2M -231,443 -24%
Invesco
39
Invesco
Georgia
$257M -$9.05M -25,482 -3%
Bank of America
40
Bank of America
North Carolina
$255M +$62.5M +175,962 +33%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$251M +$43.7M +123,199 +21%
Winslow Capital Management
42
Winslow Capital Management
Minnesota
$251M -$58.4M -164,358 -19%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$227M +$2.69M +7,580 +1%
Barclays
44
Barclays
United Kingdom
$225M +$80.4M +226,483 +56%
DDC
45
DF Dent & Co
Maryland
$218M -$36.1M -101,629 -14%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$216M -$2.6M -7,310 -1%
CCM
47
Cantillon Capital Management
New York
$196M -$3.73M -10,501 -2%
AIM
48
Allen Investment Management
New York
$190M -$40.8K -115 -0%
SP
49
Sarasin & Partners
United Kingdom
$189M -$991K -2,791 -0.5%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$188M -$5.01M -14,115 -3%
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