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

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