Moelis & Co. | Mutual Funds

Mutual Funds that own Moelis & Co.

Name
Shares Held
% Shares Out
Change In Shares
% of Assets
As of Date
Virtus Small Cap Sustainable Growth Fund
2,470,300
5.41%
723,400
3.73%
06/29/2018
Vanguard Small Cap Index Fund
1,019,784
2.23%
12,175
0.06%
07/31/2018
Vanguard Total Stock Market Index Fund
1,011,477
2.21%
966
0.01%
07/31/2018
iShares Russell 2000 ETF
939,982
2.06%
-501
0.11%
09/06/2018
Virtus Small Cap Core Fund
872,060
1.91%
153,500
3.71%
06/29/2018
Baron Growth Fund
775,000
1.7%
50,517
0.63%
06/30/2018
Baron Small Cap Fund
750,000
1.64%
3,098
0.9%
06/30/2018
JPMorgan Small Cap Equity Fund
747,521
1.64%
0
0.61%
07/31/2018
American Funds Small Cap World Fund
719,000
1.57%
0
0.11%
06/30/2018
Prudential Jennison Equity Income Fund
621,227
1.36%
621,227
2.06%
04/30/2018

About Moelis &

View Profile
Address
399 Park Avenue
New York New York 10022
United States
Employees -
Website http://www.moelis.com
Updated 07/08/2019
Moelis & Co. is a holding company, which engages in the provision of financial advisory, capital raising, and asset management services to a client base including corporations, governments, and financial sponsors. It focuses on clients from large public multinational corporations to middle market private companies to individual entrepreneurs. The company was founded by Kenneth David Moelis, Navid Mahmoodzadegan, Jeffrey Raich, and Elizabeth Ann Crain in July 2007 and is headquartered in New York, NY.