MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 184 filers reported holding MOELIS & CO in Q4 2017. The put-call ratio across all filers is 0.24 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328,510,729 | +0.2% | 7,279,209 | +0.7% | 0.94% | +1.7% |
| Q2 2023 | $327,804,483 | +21.6% | 7,229,918 | +3.1% | 0.92% | +16.3% |
| Q1 2023 | $269,487,047 | +4.2% | 7,010,589 | +4.0% | 0.79% | -1.7% |
| Q4 2022 | $258,545,476 | +10.4% | 6,738,219 | -2.7% | 0.81% | +3.7% |
| Q3 2022 | $234,251,000 | -3.0% | 6,928,445 | +12.9% | 0.78% | +2.0% |
| Q2 2022 | $241,443,000 | -4.4% | 6,135,784 | +14.1% | 0.76% | +13.6% |
| Q1 2022 | $252,506,000 | -27.3% | 5,378,177 | -3.3% | 0.67% | -16.2% |
| Q4 2021 | $347,563,000 | -2.3% | 5,560,101 | -3.3% | 0.80% | -7.3% |
| Q3 2021 | $355,912,000 | +3.5% | 5,752,553 | -4.8% | 0.86% | +2.0% |
| Q2 2021 | $343,864,000 | +2.7% | 6,044,339 | -0.9% | 0.85% | -5.6% |
| Q1 2021 | $334,747,000 | +16.8% | 6,099,585 | -0.5% | 0.90% | +8.3% |
| Q4 2020 | $286,524,000 | +33.1% | 6,127,545 | +0.1% | 0.83% | +6.3% |
| Q3 2020 | $215,207,000 | +19.0% | 6,124,286 | +5.6% | 0.78% | +3.3% |
| Q2 2020 | $180,779,000 | +11.8% | 5,801,618 | +0.8% | 0.75% | -18.3% |
| Q1 2020 | $161,671,000 | -4.7% | 5,753,406 | +8.3% | 0.92% | +12.7% |
| Q4 2019 | $169,590,000 | -9.4% | 5,312,983 | -6.8% | 0.82% | -16.1% |
| Q3 2019 | $187,214,000 | -36.4% | 5,699,056 | -32.4% | 0.98% | -37.2% |
| Q2 2019 | $294,432,000 | -5.0% | 8,424,366 | +13.1% | 1.56% | -12.1% |
| Q1 2019 | $309,920,000 | +26.7% | 7,448,194 | +4.7% | 1.77% | +4.9% |
| Q4 2018 | $244,662,000 | -37.2% | 7,116,401 | +0.1% | 1.69% | -25.9% |
| Q3 2018 | $389,514,000 | +9.3% | 7,107,911 | +17.0% | 2.28% | -0.4% |
| Q2 2018 | $356,230,000 | +41.4% | 6,073,819 | +22.6% | 2.28% | +21.3% |
| Q1 2018 | $251,843,000 | +574.2% | 4,952,664 | +543.1% | 1.88% | +521.8% |
| Q4 2017 | $37,352,000 | – | 770,152 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADIRONDACK RETIREMENT SPECIALISTS, INC. | 297,988 | $11,433,800 | 12.90% |
| Heard Capital LLC | 1,608,398 | $61,714,231 | 6.57% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 2,462,185 | $94,474,030 | 4.10% |
| CAPITAL MANAGEMENT CORP /VA | 386,939 | $14,846,847 | 3.65% |
| PARK CIRCLE Co | 50,176 | $1,925,253 | 1.81% |
| Salvus Wealth Management, LLC | 48,272 | $1,852,197 | 1.70% |
| Tributary Capital Management, LLC | 428,827 | $16,454 | 1.64% |
| WINSLOW ASSET MANAGEMENT INC | 170,003 | $6,523 | 1.54% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 600,738 | $23,050,317 | 1.43% |
| EMERALD ADVISERS, LLC | 734,692 | $28,190,132 | 1.36% |