MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 267 filers reported holding MOELIS & CO in Q3 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $154,257,577 | -0.6% | 3,418,072 | -0.1% | 0.92% | +5.4% |
| Q2 2023 | $155,137,238 | +13.5% | 3,421,642 | -3.8% | 0.88% | +11.1% |
| Q1 2023 | $136,694,910 | -1.1% | 3,556,059 | -1.3% | 0.79% | -3.1% |
| Q4 2022 | $138,216,258 | +22.9% | 3,602,196 | +8.3% | 0.82% | +14.5% |
| Q3 2022 | $112,499,000 | -14.6% | 3,327,409 | -0.7% | 0.71% | -11.7% |
| Q2 2022 | $131,795,000 | -17.3% | 3,349,301 | -1.3% | 0.81% | -4.3% |
| Q1 2022 | $159,381,000 | -25.5% | 3,394,703 | -0.7% | 0.84% | -21.9% |
| Q4 2021 | $213,798,000 | -3.7% | 3,420,216 | -4.7% | 1.08% | -11.6% |
| Q3 2021 | $221,944,000 | +3.5% | 3,587,257 | -4.8% | 1.22% | +6.7% |
| Q2 2021 | $214,352,000 | +8.4% | 3,767,835 | +4.6% | 1.14% | +0.6% |
| Q1 2021 | $197,755,000 | +16.3% | 3,603,403 | -0.9% | 1.14% | +6.7% |
| Q4 2020 | $170,033,000 | +31.8% | 3,636,287 | -0.9% | 1.06% | +15.8% |
| Q3 2020 | $128,984,000 | +10.9% | 3,670,553 | -1.6% | 0.92% | +1.7% |
| Q2 2020 | $116,275,000 | +25.0% | 3,731,562 | +12.8% | 0.90% | +1.7% |
| Q1 2020 | $92,987,000 | +24.1% | 3,309,141 | +40.9% | 0.89% | +53.8% |
| Q4 2019 | $74,948,000 | +4.4% | 2,348,013 | +7.5% | 0.58% | -2.2% |
| Q3 2019 | $71,781,000 | +201.0% | 2,185,114 | +220.2% | 0.59% | +188.3% |
| Q2 2019 | $23,850,000 | – | 682,401 | – | 0.20% | – |
Download | ||||||
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% |