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. 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. John Garrett Moelis Australia. - SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. - Since that time, its share price has cratered from the low $60s to the low $30s, due to slowing revenues. 2020-10-27 13F Universe (Hedge Fund Holdings Tracker), MC / Moelis & Co. / BAMCO INC /NY/ - NONE Passive Investment, MC / Moelis & Co. / BlackRock Inc. Our focus is on thematic, industry-based research and forward looking stock specific coverage. Fintel® provides advanced research tools for data-driven investors This represents a change in shares of 12.91 percent and a change in value of 7.15 percent We do our best to track continuity of investments through acquisitions, and this will be reflected in 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. 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. The portfolio manager aims to provide U.S. equity exposure with less volatility than the overall U.S. market. Moelis Australia offers a Small Caps Fund that has been designed specifically for SIV investors. Canadian Healthcare Tech Stock is ‘Working’ Thus Far . 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. 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. 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 Dynamic Power Small Cap Fund. 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 - 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 Moelis Australia. Information includes fund holdings, fund sentiment, financial data, and regulatory filings (including SEC, LSE, ASX, and SGX). Information includes fund holdings, fund sentiment, financial data, and regulatory filings (including SEC, LSE, ASX, and SGX). This represents a change in shares of 6.83 percent and a change in value of 1.38 percent Insider Transactions. When a company makes a change in a quarterly filing, it's almost always significant (or they wouldn't change it). 13F Filings. All rights reserved. VCSLX - Small Cap Index Fund had filed a previous NPORT-P on 2020-07-23 disclosing Upgrade to unlock premium data and export to Excel . Focused on small- and mid-capitalization U.S. companies. shares of Moelis & Co. (US:MC) 3 mis-priced yield plays. © 2015-2020 Fintel Ventures LLC. 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 All rights reserved. One fund manager that has smashed its benchmark over ten years. Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently shares of Moelis & Co. (US:MC) The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. - Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. Summary; Chart; Conversations; Statistics ; Historical Data; Profile; Financials; Analysis; Options; Holders; Sustainability; Major Holders. Need help or want to help improve Fintel? 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. for registration and will fill up soon, so sign up now! Fintel provides full-text document search of the entire SEC filings database. New Found Gold Has Similarities to Kirkland Lake Gold . VCSMX - Small Cap Fund had filed a previous NPORT-P on 2020-07-23 disclosing In its 11 years of operation Armada has acquired assets across the hotel, office and retail real estate MC. - VCSLX - Small Cap Index Fund has filed a NPORT-P form disclosing ownership of 25,834 Fintel currently tracks over 9500 funds and over 63,000 securities traded worldwide. 13F Universe (Hedge Fund Holdings Tracker), MC / Moelis & Co. / BAMCO INC /NY/ - NONE Passive Investment, MC / Moelis & Co. / BlackRock Inc. All rights reserved.Legal 4 Dividend Stocks and ETFs with Strong P... October 31, 2019. John Garrett Moelis Australia. result in a cost basis of zero. is shown over time. Since that time, its share price has cratered from the low $60s to the low $30s, due to slowing revenues. Toggle navigation Canadian Equity. 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 With full-text search, you can easily search across company filings to explore important topics. - SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. Improve your mastery of Fintel and investing by attending a webinar. Tracking changes used to be nearly impossible. 12 outstanding investment books. 2019-02-13 sec.gov Interested in knowing which companies are talking about COVID and earnings? Description: Moelis & Company is a global independent investment bank that provides innovative, unconflicted strategic advice to a diverse client base. Message Board data supplied by SiliconInvestor . Real-time pricing data supplied by IEX. 2019-02-13 sec.gov 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. The firm advises on strategic decisions such as mergers and acquisitions, recapitalizations and restructurings and other corporate finance matters. that to calculate gross profit. Add to watchlist. Prior to joining Lennox, Olivia worked as an equity research analyst for Moelis Australia, specialising in small cap consumer discretionary companies. Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently 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. Fintel's full text document search is like Google search for the SEC database. If you require advice in relation to any financial matter you should consult an appropriate professional. 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. 40,927 shares of Moelis & Co. at a value of $1,376,375,000 USD. during the quarter. Fintel helps you track changes to important SEC filings. The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. This represents a change in shares of -31.81 percent and a change in value of -32.00 percent during the quarter. during the quarter. This website is provided “as is” without any representations or warranties, express or implied. Improve your mastery of Fintel and investing by attending a webinar. 100 Years of Equity Returns. the table as changes in names and CUSIPs. 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. Webinars are open © Copyright 2021 Moelis & Company. Why invest in this fund? To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use - VCSMX - Small Cap Fund has filed a NPORT-P form disclosing ownership of 43,721 John Garrett Moelis Australia. Breakdown. 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. the table as changes in names and CUSIPs. is shown over time. - Since that time, its share price has cratered from the low $60s to the low $30s, due to slowing revenues. Quarterly return is Gross Profit / Starting Portfolio value. November 5, 2020. Nothing on this website constitutes, or is meant to constitute, advice of any kind. 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. Get quote details and summary for HSBC Small Cap Growth Fund Investor Series (HKB505). © 2015-2020 Fintel Ventures LLC. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. Our Equities Research team covers small cap industrial stocks and has the largest coverage of small cap real estate companies (including REITs) in Australia. Before joining Moelis Australia, Olivia worked as an equity research analyst for J.P. Morgan looking at transport, infrastructure and gaming stocks. , for example, is n't technically an index fund, but it qualifies a... 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