Dark
Light
System
Security
MOELIS & CO
MOELIS & CO. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 59 Institutional holders with a total value of $273,943,707.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 JPMORGAN CHASE & CO 958,704 32,740,000 11.95%
2 BAMCO INC /NY/ 787,827 26,904,000 9.82%
3 LORD, ABBETT & CO. LLC 725,216 24,766,000 9.04%
4 WADDELL & REED FINANCIAL INC 640,600 21,877,000 7.99%
5 Lomas Capital Management, LLC 526,019 17,964,000 6.56%
6 GOLDMAN SACHS GROUP INC 437,748 14,949,000 5.46%
7 CNA FINANCIAL CORP 436,675 14,912,000 5.44%
8 VANGUARD GROUP INC 406,021 13,865,000 5.06%
9 WELLINGTON MANAGEMENT GROUP LLP 400,026 13,661,000 4.99%
10 Third Point LLC 341,044 11,310,000 4.13%
11 FMR LLC 304,500 10,399,000 3.80%
12 Capital Research Global Investors 264,900 9,046,000 3.30%
13 abrdn Investment Management Ltd 209,590 7,146,000 2.61%
14 BlackRock Fund Advisors 158,214 5,403,000 1.97%
15 Neuberger Berman Group LLC 158,200 5,402,000 1.97%
16 EMERALD ADVISERS, LLC 152,146 5,196,000 1.90%
17 EMERALD MUTUAL FUND ADVISERS TRUST 141,998 4,849,000 1.77%
18 ESSEX INVESTMENT MANAGEMENT CO LLC 108,510 3,706,000 1.35%
19 BlackRock Institutional Trust Company, N.A. 95,666 3,267,000 1.19%
20 CANYON CAPITAL ADVISORS LLC 83,681 2,715,000 0.99%
21 NORTHERN TRUST CORP 73,911 2,524,000 0.92%
22 STATE STREET CORP 71,764 2,449,000 0.89%
23 MILLENNIUM MANAGEMENT LLC 53,111 1,814,000 0.66%
24 TIAA CREF INVESTMENT MANAGEMENT LLC 51,683 1,765,000 0.64%
25 CITADEL ADVISORS LLC 50,797 1,735,000 0.63%
26 MORGAN STANLEY 42,916 1,466,000 0.54%
27 JANUS HENDERSON INVESTORS US LLC 42,792 1,461,000 0.53%
28 GEODE CAPITAL MANAGEMENT, LLC 39,369 1,344,000 0.49%
29 WELLS FARGO & COMPANY/MN 37,865 1,293,000 0.47%
30 Bank of New York Mellon Corp 28,522 974,000 0.36%
31 BlackRock Investment Management, LLC 23,168 791,000 0.29%
32 TURNER INVESTMENTS LLC 22,870 781,000 0.29%
33 AXIOM INVESTORS LLC /DE 18,831 643,000 0.23%
34 UBS AG 18,602 635,000 0.23%
35 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 16,497 564,000 0.21%
36 DEERE & CO 14,510 496,000 0.18%
37 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 13,577 464,000 0.17%
38 PUTNAM INVESTMENTS LLC 10,727 366,000 0.13%
39 TEACHERS ADVISORS, LLC 10,406 355,000 0.13%
40 RHUMBLINE ADVISERS 7,645 261,000 0.10%
41 Forward Management, LLC 7,500 256,000 0.09%
42 MANUFACTURERS LIFE INSURANCE COMPANY, THE 6,135 209,000 0.08%
43 ROYCE & ASSOCIATES LP 5,900 201,000 0.07%
44 Nationwide Fund Advisors 5,679 194,000 0.07%
45 AMERICAN INTERNATIONAL GROUP, INC. 4,818 164,535 0.06%
46 STRS OHIO 4,467 153,000 0.06%
47 METROPOLITAN LIFE INSURANCE CO/NY 4,257 145,000 0.05%
48 BLACKROCK ADVISORS LLC 3,127 107,000 0.04%
49 ALLIANCEBERNSTEIN L.P. 2,000 68,000 0.02%
50 Legal & General Group Plc 1,370 46,000 0.02%
Page 1 of 2

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.