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MOELIS & CO
MOELIS & CO. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 97 Institutional holders with a total value of $391,029,204.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BAMCO INC /NY/ 2,864,083 64,442,000 16.48%
2 ROYCE & ASSOCIATES LP 2,015,571 45,350,000 11.60%
3 VANGUARD GROUP INC 1,341,785 30,190,000 7.72%
4 JENNISON ASSOCIATES LLC 1,235,914 27,808,000 7.11%
5 JPMORGAN CHASE & CO 1,175,914 26,458,000 6.77%
6 LORD, ABBETT & CO. LLC 1,052,774 23,687,000 6.06%
7 BlackRock Fund Advisors 493,953 11,114,000 2.84%
8 BlackRock Institutional Trust Company, N.A. 493,899 11,113,000 2.84%
9 Philadelphia Financial Management of San Francisco, LLC 486,272 10,941,000 2.80%
10 CRAMER ROSENTHAL MCGLYNN LLC 471,160 10,601,000 2.71%
11 Capital World Investors 422,000 9,495,000 2.43%
12 MORGAN STANLEY 378,989 8,526,000 2.18%
13 BANK OF AMERICA CORP /DE/ 318,863 7,175,000 1.83%
14 STATE STREET CORP 301,975 6,797,000 1.74%
15 DIMENSIONAL FUND ADVISORS LP 288,192 6,484,000 1.66%
16 RENAISSANCE TECHNOLOGIES LLC 280,700 6,316,000 1.62%
17 PRINCIPAL FINANCIAL GROUP INC 277,351 6,241,000 1.60%
18 AMERICAN CENTURY COMPANIES INC 219,833 4,946,000 1.26%
19 CNA FINANCIAL CORP 218,337 4,912,000 1.26%
20 NORTHERN TRUST CORP 215,795 4,856,000 1.24%
21 TRAVELERS COMPANIES, INC. 201,947 4,544,000 1.16%
22 ROYAL BANK OF CANADA 177,986 4,004,000 1.02%
23 WELLINGTON MANAGEMENT GROUP LLP 144,544 3,252,000 0.83%
24 DEUTSCHE BANK AG\ 136,737 3,075,000 0.79%
25 Capital Research Global Investors 133,030 2,993,000 0.77%
26 TIAA CREF INVESTMENT MANAGEMENT LLC 132,754 2,987,000 0.76%
27 GEODE CAPITAL MANAGEMENT, LLC 132,385 2,978,000 0.76%
28 FMR LLC 128,000 2,880,000 0.74%
29 TWO SIGMA INVESTMENTS, LP 109,951 2,474,000 0.63%
30 Bank of New York Mellon Corp 104,539 2,353,000 0.60%
31 MANUFACTURERS LIFE INSURANCE COMPANY, THE 103,063 2,319,000 0.59%
32 MILLENNIUM MANAGEMENT LLC 80,039 1,801,000 0.46%
33 Spark Investment Management LLC 74,300 1,671,000 0.43%
34 BlackRock Investment Management, LLC 68,176 1,534,000 0.39%
35 UBS Group AG 63,528 1,429,000 0.37%
36 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 60,310 1,357,000 0.35%
37 Alpenglow Capital LP 59,177 1,331,000 0.34%
38 WELLS FARGO & COMPANY/MN 50,009 1,125,000 0.29%
39 MARTINGALE ASSET MANAGEMENT L P 45,263 1,019,000 0.26%
40 TWO SIGMA ADVISERS, LP 44,646 1,005,000 0.26%
41 AEGON ASSET MANAGEMENT UK PLC 44,214 994,373 0.25%
42 GSA CAPITAL PARTNERS LLP 41,484 933,000 0.24%
43 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 39,917 898,000 0.23%
44 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 38,972 877,000 0.22%
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP 36,059 811,000 0.21%
46 JACOBS LEVY EQUITY MANAGEMENT, INC 34,422 774,000 0.20%
47 Capital Impact Advisors, LLC 34,333 772,000 0.20%
48 Swiss National Bank 33,000 743,000 0.19%
49 TEACHERS ADVISORS, LLC 29,737 669,000 0.17%
50 PANAGORA ASSET MANAGEMENT INC 28,629 644,000 0.16%
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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.