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