SEI INVESTMENTS CO - MOELIS & CO ownership

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
SEI INVESTMENTS CO ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2023$10,272,534
-14.0%
227,621
-13.6%
0.02%
-14.3%
Q2 2023$11,949,534
+16.4%
263,554
-1.3%
0.02%
+10.5%
Q1 2023$10,269,465
+46.2%
267,156
+45.9%
0.02%
+18.8%
Q4 2022$7,024,923
+16.8%
183,084
+2.9%
0.02%
+23.1%
Q3 2022$6,015,000
+6.1%
177,921
+23.4%
0.01%
+8.3%
Q2 2022$5,671,000
+225.4%
144,138
+285.6%
0.01%
+200.0%
Q1 2022$1,743,000
-68.7%
37,381
-58.1%
0.00%
-60.0%
Q4 2021$5,573,000
+2.6%
89,319
+1.5%
0.01%
-9.1%
Q3 2021$5,433,000
+94.7%
87,963
+79.1%
0.01%
+83.3%
Q2 2021$2,790,000
+3.7%
49,119
+0.2%
0.01%
-14.3%
Q1 2021$2,691,000
+17.4%
49,0300.0%0.01%
+16.7%
Q4 2020$2,293,000
-3.5%
49,030
-27.5%
0.01%
-14.3%
Q3 2020$2,377,000
+7.1%
67,630
-5.1%
0.01%0.0%
Q2 2020$2,219,000
+30.5%
71,239
+17.6%
0.01%
+16.7%
Q1 2020$1,701,000
-7.3%
60,552
+5.6%
0.01%
+20.0%
Q4 2019$1,834,000
-6.8%
57,333
-3.7%
0.01%0.0%
Q3 2019$1,968,000
-18.0%
59,546
-12.9%
0.01%
-37.5%
Q2 2019$2,400,000
-46.9%
68,398
-37.0%
0.01%
-46.7%
Q1 2019$4,518,000
-22.0%
108,643
-0.8%
0.02%
-28.6%
Q4 2018$5,789,000
-0.8%
109,482
+3.7%
0.02%0.0%
Q3 2018$5,834,000
-3.1%
105,574
+2.9%
0.02%
+5.0%
Q2 2018$6,019,000
+62.1%
102,630
+40.5%
0.02%
+42.9%
Q1 2018$3,713,000
+15.1%
73,023
+9.8%
0.01%
+27.3%
Q4 2017$3,225,000
+14.2%
66,495
+1.4%
0.01%
+10.0%
Q3 2017$2,823,000
+17.1%
65,587
+5.7%
0.01%0.0%
Q2 2017$2,411,000
+17.2%
62,048
+16.2%
0.01%
+11.1%
Q1 2017$2,057,00053,4160.01%
Other shareholders
MOELIS & CO shareholders Q3 2023
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