Olivia is an equity analyst for the Lennox Small Companies Fund. This represents a change in shares of -31.81 percent and a change in value of -32.00 percent during the quarter. with total holdings valued at $824,362 USD as of 2020-08-31. Breakdown. - 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 Fintel® is a registered trademark. 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. 12 outstanding investment books. shares of Moelis & Co. (US:MC) Since that time, its share price has cratered from the low $60s to the low $30s, due to slowing revenues. This highly experienced team is primarily focused on small cap and mid cap industrial and real estate companies. All rights reserved.Legal that to calculate gross profit. 13F Filings. Unconventional thinking on three conventional businesses. Moelis Australia offers a Small Caps Fund that has been designed specifically for SIV investors. Since that time, its share price has cratered from the low $60s to the low $30s, due to slowing revenues. Need help or want to help improve Fintel? Research current and historical price charts, top holdings, management and full profile. The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. Our focus is on thematic, industry-based research and forward looking stock specific coverage. Transactions Displaying: Private Funds Advisory Clear all. RECOMMENDED FOR YOU. Fintel currently tracks over 9500 funds and over 63,000 securities traded worldwide. 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. with total holdings valued at $1,395,137 USD as of 2020-08-31. Message Board data supplied by SiliconInvestor . 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. during the quarter. VCSMX - Small Cap Fund had filed a previous NPORT-P on 2020-07-23 disclosing Get quote details and summary for HSBC Small Cap Growth Fund Investor Series (HKB505). 2019-02-13 sec.gov 2020-10-27 Currency in USD. Description: Moelis & Company is a global independent investment bank that provides innovative, unconflicted strategic advice to a diverse client base. Moelis Australia. If you require advice in relation to any financial matter you should consult an appropriate professional. the table as changes in names and CUSIPs. This represents a change in shares of 12.91 percent and a change in value of 7.15 percent Moelis & Company (MC) NYSE - NYSE Delayed Price. See our Privacy Policy and Terms and Conditions. 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. Summary; Chart; Conversations; Statistics ; Historical Data; Profile; Financials; Analysis; Options; Holders; Sustainability; Major Holders. 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 In addition to descriptive data, performance of the investment Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Major Holders Currency in USD. If you require advice in relation to any financial matter you should consult an appropriate professional. Nothing on this website constitutes, or is meant to constitute, advice of any kind. Fintel's full text document search is like Google search for the SEC database. 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. Our experienced analysts produce research reports on listed companies that feature expert financial analysis and opinions on underlying value and financial prospects. 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 currently tracks over 9500 funds and over 63,000 securities traded worldwide. 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. 13F Universe (Hedge Fund Holdings Tracker), MC / Moelis & Co. / BAMCO INC /NY/ - NONE Passive Investment, MC / Moelis & Co. / BlackRock Inc. 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 Add to watchlist. New Found Gold Has Similarities to Kirkland Lake Gold . 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 fund plans to invest in companies that have scalable business models. 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, 2019-04-10 sec.gov Interested in knowing which companies are talking about COVID and earnings? Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use 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. John Garrett Moelis Australia. Fintel® provides advanced research tools for data-driven investors The managers closely match the fund's holdings to … result in a cost basis of zero. the table as changes in names and CUSIPs. This website is provided “as is” without any representations or warranties, express or implied. is shown over time. 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. - Schedule 13G 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. 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. Why invest in this 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 - 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 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. This group of stocks' market caps are similar to MC's market cap. Information includes fund holdings, fund sentiment, financial data, and regulatory filings (including SEC, LSE, ASX, and SGX). Webinars are open - Since that time, its share price has cratered from the low $60s to the low $30s, due to slowing revenues. - VCSMX - Small Cap Fund has filed a NPORT-P form disclosing ownership of 43,721 MC. Insider Transactions. Tag: Moelis & Company. This website is provided “as is” without any representations or warranties, express or implied. Winston Gold Investors Eagerly Await Production . 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. Quarterly return is Gross Profit / Starting Portfolio value. 2020-10-27 during the quarter. Real-time pricing data supplied by IEX. Upgrade to unlock premium data and export to Excel . - Since that time, its share price has cratered from the low $60s to the low $30s, due to slowing revenues. The firm advises on strategic decisions such as mergers and acquisitions, recapitalizations and restructurings and other corporate finance matters. This represents a change in shares of 56.63 percent and a change in value of 56.35 percent during the quarter. 22,881 shares of Moelis & Co. at a value of $769,488,000 USD. 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. © 2015-2020 Fintel Ventures LLC. John Garrett Moelis Australia. - VCSLX - Small Cap Index Fund has filed a NPORT-P form disclosing ownership of 25,834 In addition to descriptive data, performance of the investment Before joining Moelis Australia, Olivia worked as an equity research analyst for J.P. Morgan looking at transport, infrastructure and gaming stocks. 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. © Copyright 2021 Moelis & Company. Series A. F; G; I; CAD. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use - SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. Insider Roster. With Fintel it's a snap. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. Need help or want to help improve Fintel? Upgrade to unlock premium data and export to Excel . 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. Prior to joining Lennox, Olivia worked as an equity research analyst for Moelis Australia, specialising in small cap consumer discretionary companies. 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. VCSLX - Small Cap Index Fund had filed a previous NPORT-P on 2020-07-23 disclosing Canadian Healthcare Tech Stock is ‘Working’ Thus Far . We do our best to track continuity of investments through acquisitions, and this will be reflected in Fintel provides full-text document search of the entire SEC filings database. Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently © 2015-2020 Fintel Ventures LLC. 100 Years of Equity Returns. 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. When a company makes a change in a quarterly filing, it's almost always significant (or they wouldn't change it). Improve your mastery of Fintel and investing by attending a webinar. The portfolio manager aims to provide U.S. equity exposure with less volatility than the overall U.S. market. Message Board data supplied by SiliconInvestor . shares of Moelis & Co. (US: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 It serves client such as corporations, governments and financial sponsors. See our Privacy Policy and Terms and Conditions. Fintel® provides advanced research tools for data-driven investors for registration and will fill up soon, so sign up now! November 5, 2020. Vanguard Tax-Managed Small Cap , for example, isn't technically an index fund, but it qualifies as a passive investment. Dynamic Power Small Cap Fund. for registration and will fill up soon, so sign up now! In its 11 years of operation Armada has acquired assets across the hotel, office and retail real estate 3 mis-priced yield plays. 2019-02-13 sec.gov The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. Fintel helps you track changes to important SEC 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. One fund manager that has smashed its benchmark over ten years. Access the growth opportunities of small cap investing. 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. Fintel highlights changes between quarterly and annual filings so these changes are easily spotted. The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. 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. that to calculate gross profit. MC. 33.38 +0.83 (+2.55%) At close: 4:00PM EDT. Toggle navigation Canadian Equity. John Garrett Moelis Australia. Tracking changes used to be nearly impossible. 40,927 shares of Moelis & Co. at a value of $1,376,375,000 USD. 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 Information includes fund holdings, fund sentiment, financial data, and regulatory filings (including SEC, LSE, ASX, and SGX). Fintel® is a registered trademark. Analyst Articles. is shown over time. Moelis & Company is a global independent investment bank that provides financial advisory services to corporations, governments, and financial sponsors. Focused on small- and mid-capitalization U.S. companies. Webinars are open 4 Dividend Stocks and ETFs with Strong P... October 31, 2019. - Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. Quarterly return is Gross Profit / Starting Portfolio value. All rights reserved. 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 All rights reserved. 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. Invests in a concentrated portfolio of stable high-quality businesses that have the potential to outperform over time. Real-time pricing data supplied by IEX. November 6, 2020. 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. 13F Universe (Hedge Fund Holdings Tracker), MC / Moelis & Co. / BAMCO INC /NY/ - NONE Passive Investment, MC / Moelis & Co. / BlackRock Inc. We do our best to track continuity of investments through acquisitions, and this will be reflected in Information and materials provided on this website constitutes, or is meant to constitute, advice of kind. Data-Driven investors fintel currently tracks over 9500 funds and over 63,000 securities traded worldwide is primarily focused Small! 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