MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 242 filers reported holding MOELIS & CO in Q1 2023. The put-call ratio across all filers is 0.76 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $351,449,108 | -0.1% | 7,787,483 | +0.4% | 0.01% | +12.5% |
| Q2 2023 | $351,794,738 | +37.6% | 7,759,037 | +16.7% | 0.01% | +14.3% |
| Q1 2023 | $255,595,556 | +2.3% | 6,649,208 | +2.1% | 0.01% | 0.0% |
| Q4 2022 | $249,936,118 | +14.1% | 6,513,842 | +0.5% | 0.01% | +16.7% |
| Q3 2022 | $219,055,000 | -15.5% | 6,478,990 | -1.7% | 0.01% | -14.3% |
| Q2 2022 | $259,240,000 | -16.9% | 6,588,055 | -0.9% | 0.01% | 0.0% |
| Q1 2022 | $311,989,000 | -22.3% | 6,645,142 | +3.5% | 0.01% | -22.2% |
| Q4 2021 | $401,282,000 | +8.0% | 6,419,483 | +6.9% | 0.01% | 0.0% |
| Q3 2021 | $371,600,000 | +10.1% | 6,006,136 | +1.3% | 0.01% | +12.5% |
| Q2 2021 | $337,385,000 | +11.9% | 5,930,486 | +8.0% | 0.01% | 0.0% |
| Q1 2021 | $301,379,000 | +25.8% | 5,491,617 | +7.1% | 0.01% | +14.3% |
| Q4 2020 | $239,656,000 | +37.3% | 5,125,241 | +3.1% | 0.01% | +16.7% |
| Q3 2020 | $174,604,000 | +7.1% | 4,968,842 | -5.0% | 0.01% | 0.0% |
| Q2 2020 | $163,041,000 | +20.1% | 5,232,414 | +8.3% | 0.01% | 0.0% |
| Q1 2020 | $135,771,000 | -10.2% | 4,831,696 | +2.0% | 0.01% | +20.0% |
| Q4 2019 | $151,265,000 | -1.6% | 4,738,844 | +1.2% | 0.01% | -16.7% |
| Q3 2019 | $153,773,000 | -2.4% | 4,681,057 | +3.8% | 0.01% | 0.0% |
| Q2 2019 | $157,581,000 | -12.5% | 4,508,756 | +4.2% | 0.01% | -14.3% |
| Q1 2019 | $180,018,000 | +23.5% | 4,326,309 | +2.1% | 0.01% | 0.0% |
| Q4 2018 | $145,723,000 | -36.4% | 4,238,597 | +1.4% | 0.01% | -22.2% |
| Q3 2018 | $229,133,000 | +8.9% | 4,181,269 | +16.6% | 0.01% | 0.0% |
| Q2 2018 | $210,324,000 | +25.7% | 3,586,101 | +9.0% | 0.01% | +28.6% |
| Q1 2018 | $167,329,000 | +21.6% | 3,290,646 | +16.0% | 0.01% | +16.7% |
| Q4 2017 | $137,585,000 | +12.4% | 2,836,814 | -0.2% | 0.01% | 0.0% |
| Q3 2017 | $122,394,000 | +54.5% | 2,843,041 | +39.4% | 0.01% | +50.0% |
| Q2 2017 | $79,233,000 | +7.2% | 2,039,429 | +6.2% | 0.00% | 0.0% |
| Q1 2017 | $73,923,000 | +48.9% | 1,920,061 | +31.1% | 0.00% | +33.3% |
| Q4 2016 | $49,662,000 | +31.1% | 1,464,963 | +4.0% | 0.00% | +50.0% |
| Q3 2016 | $37,883,000 | +25.5% | 1,408,825 | +5.0% | 0.00% | 0.0% |
| Q2 2016 | $30,190,000 | -16.5% | 1,341,785 | +4.8% | 0.00% | 0.0% |
| Q1 2016 | $36,155,000 | +4.6% | 1,280,743 | +8.2% | 0.00% | 0.0% |
| Q4 2015 | $34,549,000 | +14.9% | 1,183,992 | +3.4% | 0.00% | +100.0% |
| Q3 2015 | $30,064,000 | -4.1% | 1,144,859 | +4.8% | 0.00% | -50.0% |
| Q2 2015 | $31,352,000 | +1.1% | 1,092,047 | +6.1% | 0.00% | 0.0% |
| Q1 2015 | $31,000,000 | -4.7% | 1,029,220 | +10.5% | 0.00% | 0.0% |
| Q4 2014 | $32,533,000 | +134.6% | 931,385 | +129.4% | 0.00% | +100.0% |
| Q3 2014 | $13,865,000 | +8.4% | 406,021 | +6.7% | 0.00% | 0.0% |
| Q2 2014 | $12,786,000 | – | 380,401 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADIRONDACK RETIREMENT SPECIALISTS, INC. | 297,195 | $13,897,000 | 12.21% |
| Heard Capital LLC | 348,184 | $16,281,000 | 5.41% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 1,987,689 | $92,944,000 | 4.75% |
| CAPITAL MANAGEMENT CORP /VA | 201,634 | $9,428,000 | 2.57% |
| Salvus Wealth Management, LLC | 44,165 | $2,266,000 | 2.45% |
| WINSLOW ASSET MANAGEMENT INC | 178,547 | $8,349,000 | 1.76% |
| Tributary Capital Management, LLC | 435,865 | $20,381,000 | 1.46% |
| CRAMER ROSENTHAL MCGLYNN LLC | 919,714 | $43,006,000 | 1.35% |
| Monarch Partners Asset Management LLC | 163,101 | $7,627,000 | 1.33% |
| EMERALD ADVISERS, LLC | 827,636 | $38,700,000 | 1.28% |