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