MERITAGE PORTFOLIO MANAGEMENT - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 313 filers reported holding MOELIS & CO in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.

Quarter-by-quarter ownership
MERITAGE PORTFOLIO MANAGEMENT ownership history of MOELIS & CO
ValueSharesWeighting
Q1 2022$3,312,000
+6.5%
70,546
+41.7%
0.20%
+16.5%
Q4 2021$3,111,000
-1.1%
49,772
-2.1%
0.18%
-6.9%
Q3 2021$3,146,000
+8.5%
50,843
-0.3%
0.19%
+8.0%
Q2 2021$2,900,000
-31.5%
50,975
-38.8%
0.18%
-57.2%
Q1 2018$4,234,000
+58.4%
83,259
+51.1%
0.41%
+59.8%
Q4 2017$2,673,00055,1190.26%
Other shareholders
MOELIS & CO shareholders Q4 2021
NameSharesValueWeighting ↓
Southside Capital, LLC 225,000$7,864,0002.30%
Roubaix Capital, LLC 56,958$1,991,0001.66%
WINSLOW ASSET MANAGEMENT INC 202,908$7,092,0001.58%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8,424,366$294,432,0001.56%
Philadelphia Financial Management of San Francisco, LLC 215,864$7,544,0001.32%
Pier Capital, LLC 245,034$8,564,0001.32%
ENDEAVOUR CAPITAL ADVISORS INC 209,336$7,316,0001.08%
Capital Impact Advisors, LLC 58,956$2,035,0000.75%
EMERALD ADVISERS, LLC 518,127$18,109,0000.73%
EMERALD MUTUAL FUND ADVISERS TRUST 514,561$17,984,0000.71%
View complete list of MOELIS & CO shareholders