Moelis & Co - Class A

Latest period2024 - Q4Total superinvestors34

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
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	Increased 7.48%
Lupe Fungalei@Diversify Wealth Management, Llc Recent Activity Increased 98.2%	0.33%	$4.213M 58,976 shares@ 71.45 avg price	Increased 98.2%
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc. Recent Activity Increased 2.3%	0.1%	$2.06M 27,881 shares@ 73.88 avg price	Increased 2.3%
Pamela A. Minnick@Fulton Bank, N.a. Recent Activity Increased 100.37%	0.02%	$446,455 6,043 shares@ 73.88 avg price	Increased 100.37%
David Maxey@Heritage Family Offices, Llp Recent Activity Increased 5.02%	0.17%	$329,819 4,464 shares@ 73.89 avg price	Increased 5.02%
Lorraine Wang@Gamma Investing Llc Recent Activity Increased 18.1%	0.01%	$86,809 1,175 shares@ 73.88 avg price	Increased 18.1%
Stephanie Kelm@Rise Advisors, Llc Recent Activity Increased 0.88%	0.01%	$17,087 231 shares@ 73.97 avg price	Increased 0.88%