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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $983,000 | -23.8% | 15,735 | -24.6% | 0.02% | -64.2% |
| Q3 2021 | $1,290,000 | -2.9% | 20,861 | -10.6% | 0.05% | +17.8% |
| Q2 2021 | $1,328,000 | -15.9% | 23,336 | -19.0% | 0.04% | -10.0% |
| Q1 2021 | $1,580,000 | +4.0% | 28,798 | -11.3% | 0.05% | +6.4% |
| Q4 2020 | $1,519,000 | +27.9% | 32,480 | -3.9% | 0.05% | +20.5% |
| Q3 2020 | $1,188,000 | +21.0% | 33,796 | +7.2% | 0.04% | +14.7% |
| Q2 2020 | $982,000 | +12.0% | 31,534 | +1.0% | 0.03% | 0.0% |
| Q1 2020 | $877,000 | -28.2% | 31,207 | -18.5% | 0.03% | +54.5% |
| Q4 2019 | $1,221,000 | – | 38,281 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADIRONDACK RETIREMENT SPECIALISTS, INC. | 338,591 | $11,448,000 | 11.05% |
| Heard Capital LLC | 1,503,515 | $50,834,000 | 5.95% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 2,444,669 | $82,654,000 | 3.95% |
| CAPITAL MANAGEMENT CORP /VA | 359,092 | $12,141,000 | 3.43% |
| PARK CIRCLE Co | 50,176 | $1,696,000 | 1.74% |
| Salvus Wealth Management, LLC | 48,307 | $1,633,000 | 1.56% |
| WINSLOW ASSET MANAGEMENT INC | 170,920 | $5,779,000 | 1.50% |
| Tributary Capital Management, LLC | 416,800 | $14,092,000 | 1.48% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 596,518 | $20,168,000 | 1.28% |
| EMERALD ADVISERS, LLC | 668,614 | $22,606,000 | 1.17% |