MC Institutional Ownership
Moelis & Company
1W: +3.8%
1M: -3.8%
3M: -13.5%
YTD: -20.7%
1Y: -20.4%
3Y: +50.6%
5Y: -0.2%
$55.88
+0.63 (+1.14%)
Weekly Expected Move ±3.8%
$50
$52
$55
$57
$59
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — MC
451
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
$5B
Total Invested
54
New Positions
162
Increased
185
Reduced
55
Closed
0.80
Put/Call Ratio
Ownership Trends
Top Institutional Holders (499 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9,057,944 | $506M | +255,835 | +2.9% | 8Q | SEC ↗ |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 5,412,938 | $302M | -364,835 | -6.3% | 35Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4,487,258 | $251M | -141,425 | -3.1% | 2Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3,351,361 | $187M | +36,321 | +1.1% | 2Q | SEC ↗ |
| 5 | WASATCH ADVISORS LP | 3,246,593 | $181M | -496,031 | -13.3% | 29Q | SEC ↗ |
| 6 | STATE STREET CORP | 3,044,858 | $170M | +123,729 | +4.2% | 46Q | SEC ↗ |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,955,235 | $165M | +252,053 | +9.3% | 15Q | SEC ↗ |
| 8 | Sixth Street Partners Management Compa NEW | 2,955,235 | $165M | — | +0.0% | 1Q | SEC ↗ |
| 9 | LONDON CO OF VIRGINIA | 2,791,199 | $156M | -112,748 | -3.9% | 29Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 2,359,476 | $132M | +190,223 | +8.8% | 49Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC | 2,344,828 | $131M | +197,636 | +9.2% | 16Q | SEC ↗ |
| 12 | HighTower Advisors, LLC | 1,843,458 | $103M | +58,119 | +3.3% | 15Q | SEC ↗ |
| 13 | NATIXIS ADVISORS, LLC | 1,721,484 | $96M | +368,889 | +27.3% | 26Q | SEC ↗ |
| 14 | JONES FINANCIAL COMPANIES LLLP | 1,709,578 | $96M | +419,038 | +32.5% | 9Q | SEC ↗ |
| 15 | Madison Asset Management, LLC | 1,667,157 | $93M | -106,578 | -6.0% | 25Q | SEC ↗ |
| 16 | TIMUCUAN ASSET MANAGEMENT INC/FL | 1,503,334 | $84M | -11,367 | -0.8% | 29Q | SEC ↗ |
| 17 | DIMENSIONAL FUND ADVISORS LP | 1,345,514 | $75M | +67,740 | +5.3% | 45Q | SEC ↗ |
| 18 | Channing Capital Management, LLC | 1,338,234 | $75M | +30,139 | +2.3% | 3Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 1,267,442 | $71M | -487,576 | -27.8% | 15Q | SEC ↗ |
| 20 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 1,215,510 | $68M | +21,742 | +1.8% | 2Q | SEC ↗ |
| 21 | Fisher Asset Management, LLC | 1,037,894 | $58M | +9,257 | +0.9% | 16Q | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 1,000,415 | $56M | +6,518 | +0.7% | 49Q | SEC ↗ |
| 23 | Heard Capital LLC | 979,810 | $55M | — | +0.0% | 27Q | SEC ↗ |
| 24 | MORGAN STANLEY | 968,210 | $54M | +19,216 | +2.0% | 49Q | SEC ↗ |
| 25 | WELLS FARGO & COMPANY/MN | 930,431 | $52M | +2,700 | +0.3% | 49Q | SEC ↗ |
| 26 | NORTHERN TRUST CORP | 864,683 | $48M | +54,217 | +6.7% | 49Q | SEC ↗ |
| 27 | JPMORGAN CHASE & CO | 791,833 | $44M | -385,779 | -32.8% | 49Q | SEC ↗ |
| 28 | BANK OF AMERICA CORP /DE | 752,349 | $42M | +58,537 | +8.4% | 15Q | SEC ↗ |
| 29 | CITADEL ADVISORS LLC | 718,444 | $40M | +655,536 | +1042.1% | 10Q | SEC ↗ |
| 30 | MANUFACTURERS LIFE INSURANCE COMPANY, | 656,429 | $37M | +90,274 | +15.9% | 49Q | SEC ↗ |
| 31 | JENNISON ASSOCIATES LLC | 643,712 | $36M | -148,905 | -18.8% | 47Q | SEC ↗ |
| 32 | VANGUARD FIDUCIARY TRUST CO | 534,677 | $30M | +20,255 | +3.9% | 2Q | SEC ↗ |
| 33 | ROYAL BANK OF CANADA | 533,542 | $30M | -116,182 | -17.9% | 47Q | SEC ↗ |
| 34 | EMERALD ADVISERS, LLC | 531,883 | $30M | -16,194 | -3.0% | 39Q | SEC ↗ |
| 35 | NEW YORK STATE COMMON RETIREMENT FUND | 524,027 | $29M | +153,807 | +41.5% | 45Q | SEC ↗ |
| 36 | Junto Capital Management LP NEW | 481,954 | $27M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Tributary Capital Management, LLC | 459,690 | $26M | -16,505 | -3.5% | 27Q | SEC ↗ |
| 38 | UBS Group AG | 445,789 | $25M | -25,197 | -5.3% | 47Q | SEC ↗ |
| 39 | NORGES BANK NEW | 433,073 | $24M | — | +0.0% | 1Q | SEC ↗ |
| 40 | RAYMOND JAMES FINANCIAL INC | 430,844 | $24M | -32,666 | -7.0% | 7Q | SEC ↗ |
| 41 | ROYCE & ASSOCIATES LP | 424,508 | $24M | +94,519 | +28.6% | 44Q | SEC ↗ |
| 42 | Freestone Grove Partners LP NEW | 415,005 | $23M | — | +0.0% | 1Q | SEC ↗ |
| 43 | FORT WASHINGTON INVESTMENT ADVISORS IN | 412,153 | $23M | +31,433 | +8.3% | 2Q | SEC ↗ |
| 44 | ENVESTNET ASSET MANAGEMENT INC | 397,569 | $22M | +9,910 | +2.6% | 31Q | SEC ↗ |
| 45 | Woodline Partners LP | 383,317 | $21M | +240,775 | +168.9% | 2Q | SEC ↗ |
| 46 | CAPITAL MANAGEMENT CORP /VA | 367,076 | $21M | +11,838 | +3.3% | 26Q | SEC ↗ |
| 47 | PRINCIPAL FINANCIAL GROUP INC | 363,650 | $20M | +1,792 | +0.5% | 25Q | SEC ↗ |
| 48 | RENAISSANCE TECHNOLOGIES LLC | 342,644 | $19M | +123,144 | +56.1% | 8Q | SEC ↗ |
| 49 | EMERALD MUTUAL FUND ADVISERS TRUST | 342,465 | $19M | — | +0.0% | 39Q | SEC ↗ |
| 50 | AQR CAPITAL MANAGEMENT LLC | 337,349 | $19M | -11,032 | -3.2% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 2,955,235 | $165M |
| Junto Capital Management LP | 481,954 | $27M |
| NORGES BANK | 433,073 | $24M |
| Freestone Grove Partners LP | 415,005 | $23M |
| Penn Capital Management Company, LL | 210,064 | $12M |
| Balyasny Asset Management L.P. | 141,768 | $8M |
| Longaeva Partners L.P. | 138,324 | $8M |
| Aquatic Capital Management LLC | 43,349 | $2M |
| Walleye Capital LLC | 43,138 | $2M |
| Jupiter Topco LLC | 34,626 | $2M |
| TWINBEECH CAPITAL LP | 22,269 | $1M |
| IMC-Chicago, LLC | 17,693 | $989K |
| NOVEM GROUP | 15,858 | $886K |
| Diversify Advisory Services, LLC | 14,462 | $808K |
| Marshall Financial Group, LLC | 12,334 | $689K |
| Brooklyn Investment Group | 12,243 | $684K |
| ALLSTATE CORP | 12,091 | $676K |
| Kingsview Wealth Management, LLC | 10,973 | $613K |
| WHITTIER TRUST CO | 10,867 | $607K |
| Waterloo Capital, L.P. | 10,309 | $576K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Capital World Investors | 719,000 | $40M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 273,954 | $15M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 239,900 | $13M |
| Cander Asset Management LP | 196,678 | $11M |
| Assenagon Asset Management S.A. | 182,147 | $10M |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | 155,446 | $9M |
| Susquehanna Portfolio Strategies, L | 150,826 | $8M |
| D. E. Shaw & Co., Inc. | 134,411 | $8M |
| Artisan Partners Limited Partnershi | 128,399 | $7M |
| TUDOR INVESTMENT CORP ET AL | 117,398 | $7M |
| Cinctive Capital Management LP | 97,015 | $5M |
| Blue Zone Wealth Advisors, LLC | 80,528 | $4M |
| Holocene Advisors, LP | 73,193 | $4M |
| BW Gestao de Investimentos Ltda. | 64,000 | $4M |
| Freemont Management S.A. | 63,400 | $4M |
| Elo Mutual Pension Insurance Co | 52,529 | $3M |
| Qube Research & Technologies Ltd | 42,688 | $2M |
| Roubaix Capital, LLC | 40,967 | $2M |
| ZACKS INVESTMENT MANAGEMENT | 36,680 | $2M |
| MARSHALL WACE, LLP | 35,853 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | +655,536 | +1042.1% | 718,444 |
| JONES FINANCIAL COMPANIES LLLP | +419,038 | +32.5% | 1,709,578 |
| NATIXIS ADVISORS, LLC | +368,889 | +27.3% | 1,721,484 |
| BlackRock, Inc. | +255,835 | +2.9% | 9,057,944 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +252,053 | +9.3% | 2,955,235 |
| BESSEMER GROUP INC | +246,820 | +36190.6% | 247,502 |
| Woodline Partners LP | +240,775 | +168.9% | 383,317 |
| AMERIPRISE FINANCIAL INC | +197,636 | +9.2% | 2,344,828 |
| GEODE CAPITAL MANAGEMENT, LLC | +190,223 | +8.8% | 2,359,476 |
| NEW YORK STATE COMMON RETIREMENT FU | +153,807 | +41.5% | 524,027 |
| STATE STREET CORP | +123,729 | +4.2% | 3,044,858 |
| RENAISSANCE TECHNOLOGIES LLC | +123,144 | +56.1% | 342,644 |
| FIRST TRUST ADVISORS LP | +107,432 | +127.6% | 191,599 |
| Schonfeld Strategic Advisors LLC | +95,001 | +233.4% | 135,698 |
| ROYCE & ASSOCIATES LP | +94,519 | +28.6% | 424,508 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +90,274 | +15.9% | 656,429 |
| VICTORY CAPITAL MANAGEMENT INC | +84,693 | +74.7% | 198,144 |
| CRAMER ROSENTHAL MCGLYNN LLC | +72,728 | +56.6% | 201,323 |
| DIMENSIONAL FUND ADVISORS LP | +67,740 | +5.3% | 1,345,514 |
| BANK OF AMERICA CORP /DE | +58,537 | +8.4% | 752,349 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WASATCH ADVISORS LP | -496,031 | -13.3% | 3,246,593 |
| GOLDMAN SACHS GROUP INC | -487,576 | -27.8% | 1,267,442 |
| JPMORGAN CHASE & CO | -385,779 | -32.8% | 791,833 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | -364,835 | -6.3% | 5,412,938 |
| VOYA INVESTMENT MANAGEMENT LLC | -322,954 | -87.8% | 44,982 |
| MILLENNIUM MANAGEMENT LLC | -220,503 | -88.9% | 27,656 |
| JENNISON ASSOCIATES LLC | -148,905 | -18.8% | 643,712 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -141,425 | -3.1% | 4,487,258 |
| PRICE T ROWE ASSOCIATES INC /MD | -137,599 | -58.0% | 99,722 |
| BAMCO INC /NY | -120,147 | -73.6% | 43,050 |
| ROYAL BANK OF CANADA | -116,182 | -17.9% | 533,542 |
| LONDON CO OF VIRGINIA | -112,748 | -3.9% | 2,791,199 |
| WINTON GROUP Ltd | -108,615 | -89.7% | 12,422 |
| Madison Asset Management, LLC | -106,578 | -6.0% | 1,667,157 |
| FMR LLC | -91,985 | -73.6% | 32,960 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | -80,706 | -84.8% | 14,462 |
| AXIOM INVESTORS LLC /DE | -73,345 | -48.9% | 76,770 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | -53,579 | -60.6% | 34,775 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -51,912 | -99.4% | 332 |
| HSBC HOLDINGS PLC | -45,818 | -93.7% | 3,088 |