MC NYSE
Moelis & Company
1W: +1.4%
1M: -2.2%
3M: +3.9%
YTD: -6.9%
1Y: +11.3%
3Y: +111.3%
5Y: +57.7%
$65.76
+0.11 (+0.17%)
Weekly Expected Move ±4.0%
$59
$61
$64
$66
$69
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — MC
453
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$4B
Total Invested
55
New Positions
148
Increased
208
Reduced
90
Closed
0.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (528 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8,802,109 | $$579M | -7,699 | -0.1% | 7Q | SEC ↗ |
| 2 | VANGUARD GROUP INC | 8,509,013 | $$560M | -223,422 | -2.6% | 12Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 6,630,080 | $$436M | — | +0.0% | 1Q | SEC ↗ |
| 4 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 5,777,773 | $$380M | -255,982 | -4.2% | 13Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 4,628,683 | $$304M | — | +0.0% | 1Q | SEC ↗ |
| 6 | WASATCH ADVISORS LP | 3,742,624 | $$246M | +310,001 | +9.0% | 13Q | SEC ↗ |
| 7 | STATE STREET CORP | 2,921,129 | $$192M | +64,750 | +2.3% | 13Q | SEC ↗ |
| 8 | LONDON CO OF VIRGINIA | 2,903,947 | $$191M | -158,032 | -5.2% | 13Q | SEC ↗ |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,703,182 | $$178M | -491,297 | -15.4% | 13Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 2,169,253 | $$143M | +83,667 | +4.0% | 13Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC | 2,147,192 | $$141M | -530,976 | -19.8% | 13Q | SEC ↗ |
| 12 | HighTower Advisors, LLC | 1,785,339 | $$117M | +399,647 | +28.8% | 13Q | SEC ↗ |
| 13 | Madison Asset Management, LLC | 1,773,735 | $$117M | +555,557 | +45.6% | 13Q | SEC ↗ |
| 14 | GOLDMAN SACHS GROUP INC | 1,755,018 | $$115M | -1,998,032 | -53.2% | 13Q | SEC ↗ |
| 15 | TIMUCUAN ASSET MANAGEMENT INC/FL | 1,514,701 | $$100M | +108,905 | +7.7% | 13Q | SEC ↗ |
| 16 | NATIXIS ADVISORS, LLC | 1,352,595 | $$89M | +332,763 | +32.6% | 13Q | SEC ↗ |
| 17 | Channing Capital Management, LLC | 1,308,095 | $$86M | +1,074,563 | +460.1% | 2Q | SEC ↗ |
| 18 | JONES FINANCIAL COMPANIES LLLP | 1,290,540 | $$85M | +1,288,222 | +55574.7% | 8Q | SEC ↗ |
| 19 | DIMENSIONAL FUND ADVISORS LP | 1,277,774 | $$84M | +61,130 | +5.0% | 13Q | SEC ↗ |
| 20 | NOMURA ASSET MANAGEMENT INTERNATIONAL NEW | 1,193,768 | $$79M | — | +0.0% | 1Q | SEC ↗ |
| 21 | JPMORGAN CHASE & CO | 1,177,612 | $$77M | +151,719 | +14.8% | 13Q | SEC ↗ |
| 22 | Fisher Asset Management, LLC | 1,028,637 | $$68M | +571,745 | +125.1% | 13Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 993,897 | $$65M | -10,927 | -1.1% | 13Q | SEC ↗ |
| 24 | Heard Capital LLC | 979,810 | $$64M | -1,700 | -0.2% | 13Q | SEC ↗ |
| 25 | WELLS FARGO & COMPANY/MN | 940,910 | $$62M | +16,396 | +1.8% | 12Q | SEC ↗ |
| 26 | MORGAN STANLEY | 813,212 | $$53M | -24,036 | -2.9% | 12Q | SEC ↗ |
| 27 | NORTHERN TRUST CORP | 810,466 | $$53M | +23,768 | +3.0% | 13Q | SEC ↗ |
| 28 | JENNISON ASSOCIATES LLC | 792,617 | $$52M | -142,914 | -15.3% | 13Q | SEC ↗ |
| 29 | Capital World Investors | 719,000 | $$47M | — | +0.0% | 13Q | SEC ↗ |
| 30 | BANK OF AMERICA CORP /DE | 693,812 | $$46M | +6,112 | +0.9% | 13Q | SEC ↗ |
| 31 | ROYAL BANK OF CANADA | 649,724 | $$43M | +195,752 | +43.1% | 13Q | SEC ↗ |
| 32 | NORGES BANK NEW | 624,365 | $$41M | — | +0.0% | 1Q | SEC ↗ |
| 33 | MANUFACTURERS LIFE INSURANCE COMPANY, | 566,155 | $$37M | -5,012 | -0.9% | 13Q | SEC ↗ |
| 34 | EMERALD ADVISERS, LLC | 548,077 | $$36M | -67,517 | -11.0% | 13Q | SEC ↗ |
| 35 | VANGUARD FIDUCIARY TRUST CO NEW | 514,422 | $$34M | — | +0.0% | 1Q | SEC ↗ |
| 36 | BAMCO INC /NY | 513,197 | $$34M | -12,581 | -2.4% | 12Q | SEC ↗ |
| 37 | Tributary Capital Management, LLC | 476,195 | $$31M | +106,430 | +28.8% | 13Q | SEC ↗ |
| 38 | UBS Group AG | 470,986 | $$31M | -153,421 | -24.6% | 13Q | SEC ↗ |
| 39 | RAYMOND JAMES FINANCIAL INC | 463,510 | $$30M | +27,709 | +6.4% | 6Q | SEC ↗ |
| 40 | ENVESTNET ASSET MANAGEMENT INC | 387,659 | $$25M | +46,796 | +13.7% | 13Q | SEC ↗ |
| 41 | FORT WASHINGTON INVESTMENT ADVISORS IN NEW | 380,720 | $$25M | — | +0.0% | 1Q | SEC ↗ |
| 42 | NEW YORK STATE COMMON RETIREMENT FUND | 370,220 | $$24M | +261,237 | +239.7% | 13Q | SEC ↗ |
| 43 | VOYA INVESTMENT MANAGEMENT LLC | 367,936 | $$24M | -100,613 | -21.5% | 13Q | SEC ↗ |
| 44 | PRINCIPAL FINANCIAL GROUP INC | 361,858 | $$24M | +7,985 | +2.3% | 13Q | SEC ↗ |
| 45 | CAPITAL MANAGEMENT CORP /VA | 355,238 | $$23M | +46,614 | +15.1% | 13Q | SEC ↗ |
| 46 | AQR CAPITAL MANAGEMENT LLC | 348,381 | $$23M | +114,185 | +48.8% | 6Q | SEC ↗ |
| 47 | EMERALD MUTUAL FUND ADVISERS TRUST | 342,465 | $$23M | -21,058 | -5.8% | 13Q | SEC ↗ |
| 48 | ROYCE & ASSOCIATES LP | 329,989 | $$22M | +166,328 | +101.6% | 13Q | SEC ↗ |
| 49 | SEI INVESTMENTS CO | 326,357 | $$21M | -6,965 | -2.1% | 13Q | SEC ↗ |
| 50 | CANADA PENSION PLAN INVESTMENT BOARD | 321,800 | $$21M | +128,600 | +66.6% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 6,630,080 | $$436M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,628,683 | $$304M |
| NOMURA ASSET MANAGEMENT INTERNATION | 1,193,768 | $$79M |
| NORGES BANK | 624,365 | $$41M |
| VANGUARD FIDUCIARY TRUST CO | 514,422 | $$34M |
| FORT WASHINGTON INVESTMENT ADVISORS | 380,720 | $$25M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 273,954 | $$18M |
| Cander Asset Management LP | 196,678 | $$13M |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | 155,446 | $$10M |
| Woodline Partners LP | 142,542 | $$9M |
| D. E. Shaw & Co., Inc. | 134,411 | $$9M |
| WINTON GROUP Ltd | 121,037 | $$8M |
| Eisler Capital Management Ltd. | 110,089 | $$7M |
| EFG International AG | 71,000 | $$5M |
| Y-Intercept (Hong Kong) Ltd | 69,769 | $$5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 66,412 | $$4M |
| Freemont Management S.A. | 63,400 | $$4M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 60,968 | $$4M |
| Qube Research & Technologies Ltd | 42,688 | $$3M |
| Roubaix Capital, LLC | 40,967 | $$3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Balyasny Asset Management L.P. | 885,321 | $$58M |
| Freestone Grove Partners LP | 345,769 | $$23M |
| Hudson Bay Capital Management LP | 252,326 | $$17M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 239,900 | $$16M |
| Azora Capital LP | 223,470 | $$15M |
| Assenagon Asset Management S.A. | 182,147 | $$12M |
| Nicholas Investment Partners, LP | 119,117 | $$8M |
| Longaeva Partners L.P. | 110,660 | $$7M |
| Aquatic Capital Management LLC | 99,199 | $$7M |
| Jain Global LLC | 78,008 | $$5M |
| ExodusPoint Capital Management, LP | 73,451 | $$5M |
| Holocene Advisors, LP | 73,193 | $$5M |
| Lighthouse Investment Partners, LLC | 70,077 | $$5M |
| MARSHALL WACE, LLP | 67,023 | $$4M |
| BW Gestao de Investimentos Ltda. | 64,000 | $$4M |
| Point72 (DIFC) Ltd | 63,397 | $$4M |
| ALGERT GLOBAL LLC | 62,690 | $$4M |
| Interval Partners, LP | 57,563 | $$4M |
| Edgestream Partners, L.P. | 53,957 | $$4M |
| TWO SIGMA INVESTMENTS, LP | 43,346 | $$3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +1,288,222 | +55574.7% | 1,290,540 |
| Channing Capital Management, LLC | +1,074,563 | +460.1% | 1,308,095 |
| Fisher Asset Management, LLC | +571,745 | +125.1% | 1,028,637 |
| Madison Asset Management, LLC | +555,557 | +45.6% | 1,773,735 |
| HighTower Advisors, LLC | +399,647 | +28.8% | 1,785,339 |
| NATIXIS ADVISORS, LLC | +332,763 | +32.6% | 1,352,595 |
| WASATCH ADVISORS LP | +310,001 | +9.0% | 3,742,624 |
| NEW YORK STATE COMMON RETIREMENT FU | +261,237 | +239.7% | 370,220 |
| ROYAL BANK OF CANADA | +195,752 | +43.1% | 649,724 |
| ROYCE & ASSOCIATES LP | +166,328 | +101.6% | 329,989 |
| JPMORGAN CHASE & CO | +151,719 | +14.8% | 1,177,612 |
| CITADEL ADVISORS LLC | +138,944 | +282.0% | 188,210 |
| CANADA PENSION PLAN INVESTMENT BOAR | +128,600 | +66.6% | 321,800 |
| AQR CAPITAL MANAGEMENT LLC | +114,185 | +48.8% | 348,381 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | +108,905 | +7.7% | 1,514,701 |
| Tributary Capital Management, LLC | +106,430 | +28.8% | 476,195 |
| GEODE CAPITAL MANAGEMENT, LLC | +83,667 | +4.0% | 2,169,253 |
| First Eagle Investment Management, | +70,901 | +89.4% | 150,202 |
| STATE STREET CORP | +64,750 | +2.3% | 2,921,129 |
| DIMENSIONAL FUND ADVISORS LP | +61,130 | +5.0% | 1,277,774 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -1,998,032 | -53.2% | 1,755,018 |
| PRICE T ROWE ASSOCIATES INC /MD | -588,401 | -71.3% | 237,321 |
| AMERIPRISE FINANCIAL INC | -530,976 | -19.8% | 2,147,192 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -491,297 | -15.4% | 2,703,182 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | -255,982 | -4.2% | 5,777,773 |
| VANGUARD GROUP INC | -223,422 | -2.6% | 8,509,013 |
| Artisan Partners Limited Partnershi | -215,598 | -62.7% | 128,399 |
| LONDON CO OF VIRGINIA | -158,032 | -5.2% | 2,903,947 |
| UBS Group AG | -153,421 | -24.6% | 470,986 |
| JENNISON ASSOCIATES LLC | -142,914 | -15.3% | 792,617 |
| AXIOM INVESTORS LLC /DE | -110,982 | -42.5% | 150,115 |
| VOYA INVESTMENT MANAGEMENT LLC | -100,613 | -21.5% | 367,936 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -97,928 | -25.7% | 283,530 |
| CRAMER ROSENTHAL MCGLYNN LLC | -92,868 | -41.9% | 128,595 |
| BARCLAYS PLC | -81,374 | -62.1% | 49,585 |
| RENAISSANCE TECHNOLOGIES LLC | -76,444 | -25.8% | 219,500 |
| LORD, ABBETT & CO. LLC | -69,345 | -19.9% | 279,094 |
| EMERALD ADVISERS, LLC | -67,517 | -11.0% | 548,077 |
| CITIGROUP INC | -63,088 | -58.5% | 44,722 |
| Empowered Funds, LLC | -55,682 | -36.6% | 96,426 |