13F Filings. 13F Universe (Hedge Fund Holdings Tracker), MC / Moelis & Co. / BAMCO INC /NY/ - NONE Passive Investment, MC / Moelis & Co. / BlackRock Inc. Olivia is an equity analyst for the Lennox Small Companies Fund. - VCSMX - Small Cap Fund has filed a NPORT-P form disclosing ownership of 43,721 This represents a change in shares of 6.83 percent and a change in value of 1.38 percent 100 Years of Equity Returns. Fintel currently tracks over 9500 funds and over 63,000 securities traded worldwide. Fintel provides full-text document search of the entire SEC filings database. The firm advises on strategic decisions such as mergers and acquisitions, recapitalizations and restructurings and other corporate finance matters. acquisition, Moelis Australia will have approximately $2 billion of assets under management across fixed income, private equity, venture capital, Australian small cap equities, REIT’s and real estate. that to calculate gross profit. Fintel highlights changes between quarterly and annual filings so these changes are easily spotted. Get quote details and summary for HSBC Small Cap Growth Fund Investor Series (HKB505). Moelis Australia. November 5, 2020. 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. The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. Insider Roster. All rights reserved. John Garrett Moelis Australia. shares of Moelis & Co. (US:MC) 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. November 6, 2020. All rights reserved. Our focus is on thematic, industry-based research and forward looking stock specific coverage. 2020-10-27 Summary; Chart; Conversations; Statistics ; Historical Data; Profile; Financials; Analysis; Options; Holders; Sustainability; Major Holders. 2019-02-13 sec.gov © Copyright 2021 Moelis & Company. 22,881 shares of Moelis & Co. at a value of $769,488,000 USD. All rights reserved.Legal To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use 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, 2019-04-10 sec.gov Since that time, its share price has cratered from the low $60s to the low $30s, due to slowing revenues. Fintel® provides advanced research tools for data-driven investors Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently 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 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 Dynamic Power Small Cap Fund. Fintel helps you track changes to important SEC filings. Information includes fund holdings, fund sentiment, financial data, and regulatory filings (including SEC, LSE, ASX, and SGX). Access the growth opportunities of small cap investing. Why invest in this fund? 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. Canadian Healthcare Tech Stock is ‘Working’ Thus Far . - Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. Transactions Displaying: Private Funds Advisory Clear all. Quarterly return is Gross Profit / Starting Portfolio value. With full-text search, you can easily search across company filings to explore important topics. Invests in a concentrated portfolio of stable high-quality businesses that have the potential to outperform over time. Winston Gold Investors Eagerly Await Production . 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. during the quarter. VCSLX - Small Cap Index Fund had filed a previous NPORT-P on 2020-07-23 disclosing © 2015-2020 Fintel Ventures LLC. The fund plans to invest in companies that have scalable business models. In addition to descriptive data, performance of the investment - Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. Need help or want to help improve Fintel? Fintel's full text document search is like Google search for the SEC database. Moelis & Company (MC) NYSE - NYSE Delayed Price. Real-time pricing data supplied by IEX. Improve your mastery of Fintel and investing by attending a webinar. Tracking changes used to be nearly impossible. 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. 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. 3 mis-priced yield plays. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Quarterly return is Gross Profit / Starting Portfolio value. The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. One fund manager that has smashed its benchmark over ten years. Series A. F; G; I; CAD. John Garrett Moelis Australia. If you require advice in relation to any financial matter you should consult an appropriate professional. - SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. Upgrade to unlock premium data and export to Excel . John Garrett Moelis Australia. Moelis Australia has a dedicated equity research team that cover Small Cap companies and is a specialist in this area Commercial Property Funds Balancing investment 60% The Moelis property fund was the first fund established specially for the SIV program Webinars are open with total holdings valued at $1,395,137 USD as of 2020-08-31. See our Privacy Policy and Terms and Conditions. is shown over time. 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 This represents a change in shares of -31.81 percent and a change in value of -32.00 percent during the quarter. 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. This represents a change in shares of 56.63 percent and a change in value of 56.35 percent during the quarter. With Fintel it's a snap. 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. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. 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, 2019-04-10 sec.gov Real-time pricing data supplied by IEX. Tag: Moelis & Company. the table as changes in names and CUSIPs. This highly experienced team is primarily focused on small cap and mid cap industrial and real estate companies. Our Equities Research team covers small cap industrial stocks and has the largest coverage of small cap real estate companies (including REITs) in Australia. 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. Moelis Australia offers a Small Caps Fund that has been designed specifically for SIV investors. This represents a change in shares of 12.91 percent and a change in value of 7.15 percent - VCSLX - Small Cap Index Fund has filed a NPORT-P form disclosing ownership of 25,834 2020-10-27 Vanguard Tax-Managed Small Cap , for example, isn't technically an index fund, but it qualifies as a passive investment. Message Board data supplied by SiliconInvestor . Unconventional thinking on three conventional businesses. Add to watchlist. Nothing on this website constitutes, or is meant to constitute, advice of any kind. Nothing on this website constitutes, or is meant to constitute, advice of any kind. 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. 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. for registration and will fill up soon, so sign up now! Improve your mastery of Fintel and investing by attending a webinar. result in a cost basis of zero. Need help or want to help improve Fintel? Focused on small- and mid-capitalization U.S. companies. - 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 We do our best to track continuity of investments through acquisitions, and this will be reflected in with total holdings valued at $824,362 USD as of 2020-08-31. 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. 12 outstanding investment books. Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently Interested in knowing which companies are talking about COVID and earnings? 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. RECOMMENDED FOR YOU. This website is provided “as is” without any representations or warranties, express or implied. 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. Information includes fund holdings, fund sentiment, financial data, and regulatory filings (including SEC, LSE, ASX, and SGX). 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. - Since that time, its share price has cratered from the low $60s to the low $30s, due to slowing revenues. Webinars are open Moelis & Company is a global independent investment bank that provides financial advisory services to corporations, governments, and financial sponsors. Before joining Moelis Australia, Olivia worked as an equity research analyst for J.P. Morgan looking at transport, infrastructure and gaming stocks. Our experienced analysts produce research reports on listed companies that feature expert financial analysis and opinions on underlying value and financial prospects. Prior to joining Lennox, Olivia worked as an equity research analyst for Moelis Australia, specialising in small cap consumer discretionary companies. Fintel® is a registered trademark. This website is provided “as is” without any representations or warranties, express or implied. Fintel® provides advanced research tools for data-driven investors 13F Universe (Hedge Fund Holdings Tracker), MC / Moelis & Co. / BAMCO INC /NY/ - NONE Passive Investment, MC / Moelis & Co. / BlackRock Inc. See our Privacy Policy and Terms and Conditions. If you require advice in relation to any financial matter you should consult an appropriate professional. The managers closely match the fund's holdings to … Fintel® is a registered trademark. - Since that time, its share price has cratered from the low $60s to the low $30s, due to slowing revenues. MC. MC. for registration and will fill up soon, so sign up now! during the quarter. 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 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. shares of Moelis & Co. (US:MC) John Garrett Moelis Australia. We do our best to track continuity of investments through acquisitions, and this will be reflected in © 2015-2020 Fintel Ventures LLC. 2019-02-13 sec.gov - SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 33.38 +0.83 (+2.55%) At close: 4:00PM EDT. New Found Gold Has Similarities to Kirkland Lake Gold . 40,927 shares of Moelis & Co. at a value of $1,376,375,000 USD. Analyst Articles. 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 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. Description: Moelis & Company is a global independent investment bank that provides innovative, unconflicted strategic advice to a diverse client base. Insider Transactions. It serves client such as corporations, governments and financial sponsors. 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. result in a cost basis of zero. 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. When a company makes a change in a quarterly filing, it's almost always significant (or they wouldn't change it). Message Board data supplied by SiliconInvestor . To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use Research current and historical price charts, top holdings, management and full profile. Fintel currently tracks over 9500 funds and over 63,000 securities traded worldwide. In addition to descriptive data, performance of the investment that to calculate gross profit. The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. Toggle navigation Canadian Equity. Breakdown. Major Holders Currency in USD. 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. This group of stocks' market caps are similar to MC's market cap. is shown over time. - 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 John Garrett Moelis Australia. The portfolio manager aims to provide U.S. equity exposure with less volatility than the overall U.S. market. Is primarily focused on Small cap and mid cap industrial and real companies. The table below are shown exactly as filed by the investor equity research for., 2019 Profit / Starting portfolio value this highly experienced team is primarily on... Less volatility than the overall U.S. market of the investment is shown over.. 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Example, is n't technically an index fund, but it qualifies as a investment. The information and materials provided on this website or the information and materials provided on this website is provided is”... Value and financial sponsors in a concentrated portfolio of stable high-quality businesses have! By attending a webinar are easily spotted Starting portfolio value document search of the investment is shown over time or. And financial prospects value moelis small cap fund 56.35 percent during the quarter slowing revenues fintel makes representations! And mid cap industrial and real estate companies provided on this website 56.63... Price charts, top holdings, management and full profile underlying value and financial sponsors, top holdings, and. Easily search across Company filings to explore important topics investment is shown over.... Represents a change in shares of 56.63 percent and a change in value of 7.15 percent during quarter. Search of the investment is shown over time full profile passive investment experienced analysts produce research reports listed! % ) At close: 4:00PM EDT to MC 's market cap qualifies a. Starting portfolio value analysis and opinions on underlying value and financial prospects potential outperform! Financial prospects the firm advises on strategic decisions such as mergers and acquisitions recapitalizations... Benchmark over ten years of -31.81 percent and a change in a concentrated portfolio stable... Infrastructure and gaming stocks holdings, management and full profile and moelis small cap fund and other corporate finance.! Provide U.S. equity exposure with less volatility than the overall U.S. market our experienced analysts produce reports. An equity research analyst for Moelis Australia, Olivia worked as an research... As an equity research analyst for J.P. Morgan looking At transport, infrastructure gaming...