MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 274 filers reported holding MOELIS & CO in Q2 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $855,349 | +5.0% | 18,953 | +5.5% | 0.01% | 0.0% |
| Q2 2023 | $814,896 | +14.4% | 17,973 | -3.0% | 0.01% | +16.7% |
| Q1 2023 | $712,447 | +2.7% | 18,534 | +2.5% | 0.01% | -14.3% |
| Q4 2022 | $693,730 | +16.4% | 18,080 | +2.6% | 0.01% | +16.7% |
| Q3 2022 | $596,000 | -10.5% | 17,617 | +4.1% | 0.01% | 0.0% |
| Q2 2022 | $666,000 | -14.0% | 16,925 | +2.7% | 0.01% | 0.0% |
| Q1 2022 | $774,000 | -24.6% | 16,480 | +0.4% | 0.01% | -25.0% |
| Q4 2021 | $1,026,000 | -0.8% | 16,420 | -1.7% | 0.01% | 0.0% |
| Q3 2021 | $1,034,000 | +15.3% | 16,705 | +5.9% | 0.01% | +14.3% |
| Q2 2021 | $897,000 | +1.2% | 15,773 | -2.3% | 0.01% | -12.5% |
| Q1 2021 | $886,000 | +18.3% | 16,145 | +0.8% | 0.01% | +14.3% |
| Q4 2020 | $749,000 | +27.8% | 16,022 | -3.9% | 0.01% | +16.7% |
| Q3 2020 | $586,000 | +56.7% | 16,667 | +39.0% | 0.01% | +20.0% |
| Q2 2020 | $374,000 | +14.7% | 11,990 | +3.5% | 0.01% | -16.7% |
| Q1 2020 | $326,000 | – | 11,585 | – | 0.01% | – |
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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% |