MC

Moelis & Co - Class A

Latest period2024 - Q4Total superinvestors34

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 34 superinvestors own shares of Moelis & Co - Class A (MC), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Moelis & Co - Class A (MC), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Moelis & Co - Class A (MC) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Moelis & Co - Class A (MC) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a.
Recent Activity
Increased 7.48%
0.1%
$56.81M
768,945 shares@ 73.89 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.82%
0.02%
$9.767M
142,558 shares@ 68.51 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Increased 98.2%
0.33%
$4.213M
58,976 shares@ 71.45 avg price
Cameron Clement@Eagle Rock Investment Company, Llc
Recent Activity
Decreased -0.04%
0.48%
$2.85M
38,580 shares@ 73.88 avg price
Robert W. Joel@Salvus Wealth Management, Llc
Recent Activity
Decreased -23.23%
1.73%
$2.701M
36,559 shares@ 73.89 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 2.3%
0.1%
$2.06M
27,881 shares@ 73.88 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -38.14%
0.01%
$1.645M
22,271 shares@ 73.87 avg price
Stephanie Nee@Harbor Capital Advisors, Inc.
Recent Activity
Decreased -9.93%
0.07%
$1.396M
18,900 shares@ 73.87 avg price
Robin J. Harrison@Campbell Newman Asset Management Inc
Recent Activity
Decreased -0.26%
0.1%
$1.182M
15,998 shares@ 73.88 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -59.1%
0.07%
$1.091M
15,278 shares@ 71.44 avg price