UBS Group AG - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 259 filers reported holding MOELIS & CO in Q2 2022. The put-call ratio across all filers is 2.73 and the average weighting 0.2%.

Quarter-by-quarter ownership
UBS Group AG ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2023$5,501,257
+5.3%
121,898
+5.8%
0.00%0.0%
Q2 2023$5,223,667
-5.2%
115,211
-19.6%
0.00%0.0%
Q1 2023$5,510,028
-2.7%
143,341
-2.9%
0.00%0.0%
Q4 2022$5,662,184
+16.3%
147,568
+2.5%
0.00%0.0%
Q3 2022$4,868,000
-27.1%
143,978
-15.2%
0.00%
-33.3%
Q2 2022$6,682,000
-20.5%
169,825
-5.1%
0.00%0.0%
Q1 2022$8,404,000
-22.1%
178,989
+3.7%
0.00%0.0%
Q4 2021$10,789,000
+27.0%
172,593
+25.7%
0.00%0.0%
Q3 2021$8,495,000
+11.3%
137,300
+2.4%
0.00%
+50.0%
Q2 2021$7,630,000
-2.8%
134,124
-6.3%
0.00%
-33.3%
Q1 2021$7,853,000
-29.2%
143,093
-39.7%
0.00%
-25.0%
Q4 2020$11,099,000
+38.3%
237,356
+3.9%
0.00%
+33.3%
Q3 2020$8,025,000
-4.1%
228,362
-15.0%
0.00%
-25.0%
Q2 2020$8,372,000
-2.6%
268,672
-12.2%
0.00%0.0%
Q1 2020$8,598,000
-8.0%
305,984
+4.5%
0.00%
+33.3%
Q4 2019$9,349,000
+32.7%
292,885
+36.5%
0.00%0.0%
Q3 2019$7,046,000
-31.8%
214,511
-27.5%
0.00%
-25.0%
Q2 2019$10,337,000
-8.2%
295,750
+9.3%
0.00%
-20.0%
Q1 2019$11,258,000
+20.4%
270,551
-0.5%
0.01%
+25.0%
Q4 2018$9,348,000
-41.7%
271,903
-7.1%
0.00%
-33.3%
Q3 2018$16,032,000
+8.8%
292,558
+16.4%
0.01%0.0%
Q2 2018$14,737,000
+22.0%
251,282
+5.8%
0.01%
+20.0%
Q1 2018$12,078,000
+5.2%
237,525
+0.3%
0.01%0.0%
Q4 2017$11,481,000
+32.4%
236,717
+17.5%
0.01%
+25.0%
Q3 2017$8,672,000
+9.8%
201,424
-0.9%
0.00%0.0%
Q2 2017$7,895,000
-3.1%
203,217
-4.0%
0.00%0.0%
Q1 2017$8,151,000
+72.5%
211,699
+51.9%
0.00%
+33.3%
Q4 2016$4,725,000
+30.5%
139,382
+3.5%
0.00%
+50.0%
Q3 2016$3,622,000
+153.5%
134,709
+112.0%
0.00%
+100.0%
Q2 2016$1,429,000
-26.3%
63,528
-7.5%
0.00%0.0%
Q1 2016$1,938,000
+25.5%
68,649
+29.7%
0.00%0.0%
Q4 2015$1,544,000
+51.7%
52,940
+36.5%
0.00%0.0%
Q3 2015$1,018,000
-13.7%
38,786
-5.5%
0.00%0.0%
Q2 2015$1,179,000
-15.5%
41,052
-11.3%
0.00%0.0%
Q1 2015$1,395,000
+67.3%
46,305
+93.9%
0.00%0.0%
Q4 2014$834,00023,8800.00%
Other shareholders
MOELIS & CO shareholders Q2 2022
NameSharesValueWeighting ↓
Heard Capital LLC 1,863,970$84,120,9666.20%
TIMUCUAN ASSET MANAGEMENT INC/FL 3,050,694$137,677,8035.52%
ADIRONDACK RETIREMENT SPECIALISTS, INC. 81,120$3,660,9462.85%
CAPITAL MANAGEMENT CORP /VA 230,932$10,421,9582.36%
Salvus Wealth Management, LLC 64,388$2,905,8302.30%
PARK CIRCLE Co 50,176$2,264,4432.12%
Tributary Capital Management, LLC 449,138$20,269,6151.92%
WINSLOW ASSET MANAGEMENT INC 172,370$7,7791.80%
CRAMER ROSENTHAL MCGLYNN LLC 434,485$19,608,3081.10%
EMERALD MUTUAL FUND ADVISERS TRUST 380,711$17,181,4871.04%
View complete list of MOELIS & CO shareholders