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