The portfolio manager aims to provide U.S. equity exposure with less volatility than the overall U.S. market. Moelis & Company is a global independent investment bank that provides financial advisory services to corporations, governments, and financial sponsors. MC. Holder Shares Date Reported % Out Value; Touchstone Funds Group Tr-Touchstone Mid-Cap Fd: 2,750,133: Sep 29, 2020: 4.96%: 96,639,673: JP Morgan Small Cap Equity Fund If you require advice in relation to any financial matter you should consult an appropriate professional. Name Shares Held % Outstanding Change in Shares % of Assets As Of Date; American Funds Small Cap World Fund: 3.25M: 6.09%-69.93K: 0.25%: 03/31/20: Touchstone Mid Cap Fund Welcome to Moelis Asset Management LP ("MAM"), the parent company for alternative asset management firms with leading capabilities in private equity, direct lending, credit funds and structured products. 4)* Moelis & Company (Name of Issuer) Class A Common Stock, par value $0.01 (Title of Class of Securities) 60786M (CUSIP Number) 2/14/2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursua, 2019-06-09 seekingalpha.com - 3 Access the growth opportunities of small cap investing. This website is provided “as is” without any representations or warranties, express or implied. Real-time pricing data supplied by IEX. - SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. © Copyright 2021 Moelis & Company. - Since that time, its share price has cratered from the low $60s to the low $30s, due to slowing revenues. that to calculate gross profit. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use See our Privacy Policy and Terms and Conditions. November 5, 2020. REBEX - U.S. Small Cap Equity Fund Class E had filed a previous NPORT-P on June 12, 2020 disclosing -15,059 shares of Moelis & Co. at a value of $-449,812,000 USD. - VCSMX - Small Cap Fund has filed a NPORT-P form disclosing ownership of 43,721 With full-text search, you can easily search across company filings to explore important topics. Fintel helps you track changes to important SEC filings. This represents a change in shares of -31.81 percent and a change in value of -32.00 percent during the quarter. All rights reserved.Legal Transactions Displaying: Private Funds Advisory Clear all. 4)* Moelis & Company (Name of Issuer) Class A Common Stock, par value $0.01 (Title of Class of Securities) 60786M (CUSIP Number) 2/14/2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursua. ELASX - Emerald Small Cap Value Fund Class A ownership in MC / Moelis & Co. 2020-06-26 - ELASX - Emerald Small Cap Value Fund Class A has filed a NPORT-P form disclosing ownership of 976 shares of Moelis & Co. (US:MC) with total holdings valued at $29,153 USD as of 2020-04-30. Message Board data supplied by SiliconInvestor . Message Board data supplied by SiliconInvestor . Since that time, its share price has cratered from the low $60s to the low $30s, due to slowing revenues. 100 Years of Equity Returns. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use We do our best to track continuity of investments through acquisitions, and this will be reflected in This highly experienced team is primarily focused on small cap and mid cap industrial and real estate companies. - VCSLX - Small Cap Index Fund has filed a NPORT-P form disclosing ownership of 25,834 for registration and will fill up soon, so sign up now! the table as changes in names and CUSIPs. With Fintel it's a snap. The Firm has been built on the premise of backing high caliber investment firms with products it believes can provide attractive risk adjusted returns for investors. VCSMX - Small Cap Fund had filed a previous NPORT-P on 2020-07-23 disclosing If you require advice in relation to any financial matter you should consult an appropriate professional. - us60786m1053041019.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 4) Moelis & Co - (Name of Issuer) Class A Common Stock - (Title of Class of Securities) 60786M105 - (CUSIP Number) March 31, 2019 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to w, 2019-02-14 sec.gov shares of Moelis & Co. (US:MC) result in a cost basis of zero. Prior to joining Lennox, Olivia worked as an equity research analyst for Moelis Australia, specialising in small cap consumer discretionary companies. 06)* Moelis & Company (Name of Issuer) Common Stock (Title of Class of Securities) 60786M105 (CUSIP Number) Calendar Year 2018 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh, us60786m1053041019.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 4) Moelis & Co - (Name of Issuer) Class A Common Stock - (Title of Class of Securities) 60786M105 - (CUSIP Number) March 31, 2019 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to w, SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. Interested in knowing which companies are talking about COVID and earnings? 06)* Moelis & Company (Name of Issuer) Common Stock (Title of Class of Securities) 60786M105 (CUSIP Number) Calendar Year 2018 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh, us60786m1053041019.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 4) Moelis & Co - (Name of Issuer) Class A Common Stock - (Title of Class of Securities) 60786M105 - (CUSIP Number) March 31, 2019 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to w, SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. IWM: iShares Russell 2000 ETF 1.33M IWO: iShares Russell 2000 Growth ETF 481.89K VB: Vanguard Small-Cap ETF 418.35K VBR: Vanguard Small-Cap Value ETF Moelis Australia Securities currently publishes research on small/mid cap industrial companies across a variety of sectors and has the broadest real estate coverage in the Australian market. Add to watchlist. Insider Roster. In its 11 years of operation Armada has acquired assets across the hotel, office and retail real estate VCSLX - Small Cap Index Fund had filed a previous NPORT-P on 2020-07-23 disclosing with total holdings valued at $824,362 USD as of 2020-08-31. with total holdings valued at $1,395,137 USD as of 2020-08-31. Moelis & Company (MC) NYSE - NYSE Delayed Price. Olivia is an equity analyst for the Lennox Small Companies Fund. Why invest in this fund? during the quarter. 4 Dividend Stocks and ETFs with Strong P... October 31, 2019. 2020-10-27 Passive Investment, MC / Moelis & Co. / Moelis Kenneth - SC 13G/A Passive Investment, Moelis & Company (MC) Investor Presentation - Slideshow - Moelis & Company (NYSE:MC) | Seeking Alpha, Moelis: A Speculative Buy At Current Prices. 40,927 shares of Moelis & Co. at a value of $1,376,375,000 USD. - Since that time, its share price has cratered from the low $60s to the low $30s, due to slowing revenues. - Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. This fund invests in established Canadian companies with a proven ability to grow earnings, and uses effective management of risk and return to adapt as market dynamics change. Nothing on this website constitutes, or is meant to constitute, advice of any kind. 13F Filings. Webinars are open When a company makes a change in a quarterly filing, it's almost always significant (or they wouldn't change it). the table as changes in names and CUSIPs. Information includes fund holdings, fund sentiment, financial data, and regulatory filings (including SEC, LSE, ASX, and SGX). 2019-02-13 sec.gov - us60786m1053041019.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 4) Moelis & Co - (Name of Issuer) Class A Common Stock - (Title of Class of Securities) 60786M105 - (CUSIP Number) March 31, 2019 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to w, 2019-02-14 sec.gov Contact us, Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. The firm advises on strategic decisions such as mergers and acquisitions, recapitalizations and restructurings and other corporate finance matters. The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. Unconventional thinking on three conventional businesses. Since that time, its share price has cratered from the low $60s to the low $30s, due to slowing revenues. This represents a change in shares of 6.83 percent and a change in value of 1.38 percent Currency in USD. RECOMMENDED FOR YOU. 2020-10-27 during the quarter. John Garrett Moelis Australia. New Found Gold Has Similarities to Kirkland Lake Gold . Before joining Moelis Australia, Olivia worked as an equity research analyst for J.P. Morgan looking at transport, infrastructure and gaming stocks. November 6, 2020. Fintel® is a registered trademark. The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. Improve your mastery of Fintel and investing by attending a webinar. © 2015-2020 Fintel Ventures LLC. All rights reserved. Our Equities Research team covers small cap industrial stocks and has the largest coverage of small cap real estate companies (including REITs) in Australia. 4)* Moelis & Company (Name of Issuer) Class A Common Stock, par value $0.01 (Title of Class of Securities) 60786M (CUSIP Number) 2/14/2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursua, 2019-06-09 seekingalpha.com - 3 - Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. Our Equities Sales team executes buy and sell orders on both the ASX and Chi-X on behalf of our clients and provides investment information and ideas to assist clients trade securities via the Moelis Australia platform. FDSCX - Fidelity Stock Selector Small Cap Fund had filed a previous NPORT-P on June 17, 2020 disclosing 94,300 shares of Moelis & Co. at a value of $2,816,741,000 USD. Contact us, Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. The fund plans to invest in companies that have scalable business models. Fintel® provides advanced research tools for data-driven investors Get quote details and summary for HSBC Small Cap Growth Fund Investor Series (HKB505). 13F Universe (Hedge Fund Holdings Tracker), MC / Moelis & Co. / BAMCO INC /NY/ - NONE Passive Investment, MC / Moelis & Co. / BlackRock Inc. Tag: Moelis & Company. VCSMX - Small Cap Fund reports 6.83% increase in ownership of MC / Moelis & Co. October 27, 2020 - VCSMX - Small Cap Fund has filed a NPORT-P form disclosing ownership of 43,721 shares of Moelis & Co. (US:MC) with total holdings valued at $1,395,137 USD as of August 31, 2020. Information includes fund holdings, fund sentiment, financial data, and regulatory filings (including SEC, LSE, ASX, and SGX). Moelis Australia. Dynamic Power Small Cap Fund. 13F Universe (Hedge Fund Holdings Tracker), MC / Moelis & Co. / BAMCO INC /NY/ - NONE Passive Investment, MC / Moelis & Co. / BlackRock Inc. is shown over time. Quarterly return is Gross Profit / Starting Portfolio value. VCSLX - Small Cap Index Fund reports 12.91% increase in ownership of MC / Moelis & Co. 2020-10-27 - VCSLX - Small Cap Index Fund has filed a NPORT-P form disclosing ownership of 25,834 shares of Moelis & Co. (US:MC) with total holdings valued at $824,362 USD as of 2020-08-31. We do our best to track continuity of investments through acquisitions, and this will be reflected in 22,881 shares of Moelis & Co. at a value of $769,488,000 USD. Our focus is on thematic, industry-based research and forward looking stock specific coverage. Fintel highlights changes between quarterly and annual filings so these changes are easily spotted. Amelia has over 17 years’ experience including private investments focused on emerging and small to mid-cap companies covering a broad range of industry sectors. Balancing Investment 60% Moelis Australia offers a range of investment options for the balancing component of the SIV complying investment framework (60% or $3 million), including commercial property, corporate bonds and listed equities. All rights reserved. Fintel's full text document search is like Google search for the SEC database. Amelia Hill is a Managing Director of Moelis Australia in the Corporate Finance team and is co-leading advisory efforts in emerging and small to mid-cap companies including private investment. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. 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