To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use Insider Transactions. that to calculate gross profit. Our focus is on thematic, industry-based research and forward looking stock specific coverage. Vanguard Tax-Managed Small Cap , for example, isn't technically an index fund, but it qualifies as a passive investment. This website is provided “as is” without any representations or warranties, express or implied. for registration and will fill up soon, so sign up now! 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. The managers closely match the fund's holdings to … See our Privacy Policy and Terms and Conditions. Fintel helps you track changes to important SEC filings. Real-time pricing data supplied by IEX. This represents a change in shares of 6.83 percent and a change in value of 1.38 percent Our Equities Research team covers small cap industrial stocks and has the largest coverage of small cap real estate companies (including REITs) in Australia. One fund manager that has smashed its benchmark over ten years. 13F Filings. 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. - SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2019-02-13 sec.gov Upgrade to unlock premium data and export to Excel . © 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. result in a cost basis of zero. Moelis Australia. Tag: Moelis & Company. with total holdings valued at $1,395,137 USD as of 2020-08-31. with total holdings valued at $824,362 USD as of 2020-08-31. 2020-10-27 Quarterly return is Gross Profit / Starting Portfolio value. 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. November 6, 2020. 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 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. Dynamic Power Small Cap Fund. 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. Series A. F; G; I; CAD. Interested in knowing which companies are talking about COVID and earnings? Webinars are open Insider Roster. - Since that time, its share price has cratered from the low $60s to the low $30s, due to slowing revenues. John Garrett Moelis Australia. - Since that time, its share price has cratered from the low $60s to the low $30s, due to slowing revenues. In addition to descriptive data, performance of the investment Summary; Chart; Conversations; Statistics ; Historical Data; Profile; Financials; Analysis; Options; Holders; Sustainability; Major Holders. 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 The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. Analyst Articles. Improve your mastery of Fintel and investing by attending a webinar. 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. 4 Dividend Stocks and ETFs with Strong P... October 31, 2019. © 2015-2020 Fintel Ventures LLC. © Copyright 2021 Moelis & Company. 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 Focused on small- and mid-capitalization U.S. companies. Quarterly return is Gross Profit / Starting Portfolio value. Fintel® is a registered trademark. John Garrett Moelis Australia. Access the growth opportunities of small cap investing. Nothing on this website constitutes, or is meant to constitute, advice of any kind. - 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, 2019-06-09 seekingalpha.com - 3 All rights reserved. Fintel® is a registered trademark. 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. result in a cost basis of zero. 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 has filed a NPORT-P form disclosing ownership of 25,834 Unconventional thinking on three conventional businesses. The portfolio manager aims to provide U.S. equity exposure with less volatility than the overall U.S. market. 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. 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. Toggle navigation Canadian Equity. The fund plans to invest in companies that have scalable business models. November 5, 2020. Information includes fund holdings, fund sentiment, financial data, and regulatory filings (including SEC, LSE, ASX, and SGX). 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. Fintel currently tracks over 9500 funds and over 63,000 securities traded worldwide. Transactions Displaying: Private Funds Advisory Clear all. Description: Moelis & Company is a global independent investment bank that provides innovative, unconflicted strategic advice to a diverse client base. - Schedule 13G 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. Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently Webinars are open Canadian Healthcare Tech Stock is ‘Working’ Thus Far . If you require advice in relation to any financial matter you should consult an appropriate professional. In its 11 years of operation Armada has acquired assets across the hotel, office and retail real estate 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. Since that time, its share price has cratered from the low $60s to the low $30s, due to slowing revenues. 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. John Garrett Moelis Australia. 40,927 shares of Moelis & Co. at a value of $1,376,375,000 USD. 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. Message Board data supplied by SiliconInvestor . The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. Moelis & Company is a global independent investment bank that provides financial advisory services to corporations, governments, and financial sponsors. We do our best to track continuity of investments through acquisitions, and this will be reflected in Information includes fund holdings, fund sentiment, financial data, and regulatory filings (including SEC, LSE, ASX, and SGX). Message Board data supplied by SiliconInvestor . MC. Fintel provides full-text document search of the entire SEC filings database. 100 Years of Equity Returns. during the quarter. The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. 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. It serves client such as corporations, governments and financial sponsors. Nothing on this website constitutes, or is meant to constitute, advice of any kind. Currency in USD. With Fintel it's a snap. This highly experienced team is primarily focused on small cap and mid cap industrial and real estate companies. VCSMX - Small Cap Fund had filed a previous NPORT-P on 2020-07-23 disclosing 3 mis-priced yield plays. VCSLX - Small Cap Index Fund had filed a previous NPORT-P on 2020-07-23 disclosing All rights reserved. If you require advice in relation to any financial matter you should consult an appropriate professional. Tracking changes used to be nearly impossible. Major Holders Currency in USD. Fintel highlights changes between quarterly and annual filings so these changes are easily spotted. This represents a change in shares of 56.63 percent and a change in value of 56.35 percent during the quarter. Moelis & Company (MC) NYSE - NYSE Delayed Price. 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. the table as changes in names and CUSIPs. We do our best to track continuity of investments through acquisitions, and this will be reflected in Real-time pricing data supplied by IEX. MC. Upgrade to unlock premium data and export to Excel . Fintel's full text document search is like Google search for the SEC database. 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. 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. Why invest in this fund? See our Privacy Policy and Terms and Conditions. John Garrett Moelis Australia. Moelis Australia offers a Small Caps Fund that has been designed specifically for SIV investors. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use 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. 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. 2019-02-13 sec.gov Olivia is an equity analyst for the Lennox Small Companies Fund. during the quarter. Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently 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. 22,881 shares of Moelis & Co. at a value of $769,488,000 USD. Invests in a concentrated portfolio of stable high-quality businesses that have the potential to outperform over time. Prior to joining Lennox, Olivia worked as an equity research analyst for Moelis Australia, specialising in small cap consumer discretionary companies. Before joining Moelis Australia, Olivia worked as an equity research analyst for J.P. Morgan looking at transport, infrastructure and gaming stocks. Need help or want to help improve Fintel? shares of Moelis & Co. (US:MC) Need help or want to help improve Fintel? RECOMMENDED FOR YOU. 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 Fintel® provides advanced research tools for data-driven investors that to calculate gross profit. This represents a change in shares of -31.81 percent and a change in value of -32.00 percent during the quarter. Get quote details and summary for HSBC Small Cap Growth Fund Investor Series (HKB505). The firm advises on strategic decisions such as mergers and acquisitions, recapitalizations and restructurings and other corporate finance matters. 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. shares of Moelis & Co. (US:MC) New Found Gold Has Similarities to Kirkland Lake Gold . 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 - VCSMX - Small Cap Fund has filed a NPORT-P form disclosing ownership of 43,721 for registration and will fill up soon, so sign up now! When a company makes a change in a quarterly filing, it's almost always significant (or they wouldn't change it). 13F Universe (Hedge Fund Holdings Tracker), MC / Moelis & Co. / BAMCO INC /NY/ - NONE Passive Investment, MC / Moelis & Co. / BlackRock Inc. - 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 - 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 In addition to descriptive data, performance of the investment Add to watchlist. the table as changes in names and CUSIPs. This website is provided “as is” without any representations or warranties, express or implied. Winston Gold Investors Eagerly Await Production . Research current and historical price charts, top holdings, management and full profile. All rights reserved.Legal 12 outstanding investment books. 33.38 +0.83 (+2.55%) At close: 4:00PM EDT. 2020-10-27 This group of stocks' market caps are similar to MC's market cap. This represents a change in shares of 12.91 percent and a change in value of 7.15 percent is shown over time. Improve your mastery of Fintel and investing by attending a webinar. is shown over time. 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 Our experienced analysts produce research reports on listed companies that feature expert financial analysis and opinions on underlying value and financial prospects. 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 John Garrett Moelis Australia. 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. - Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. Fintel® provides advanced research tools for data-driven investors With full-text search, you can easily search across company filings to explore important topics. 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