MOELIS & CO (MC): Institutional Ownership
Hedge funds and institutional managers reporting a position in MC · Financials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
20
13F filers
Aggregate Value
$194.2M
Across holders
Last Price
$64.48
2026-06-26
Sector
Financials
GICS
Holder activity11 new5 added3 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 885K | $60.9M | 31.3% | 0.1% | New | — | Q4 2025 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 1.03M | $58.6M | 30.2% | 0.0% | Added | +$32.6M | Q1 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 | Hedge Fund | 240K | $16.5M | 8.5% | 0.0% | New | — | Q4 2025 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 220K | $12.5M | 6.4% | 0.0% | Reduced | $-4.4M | Q1 2026 |
| Hudson Bay Capital Management LP CIK 0001393825 | Hedge Fund | 126K | $7.9M | 4.0% | 0.0% | New | — | Q2 2025 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 117K | $6.7M | 3.4% | 0.0% | Reduced | $-5.2M | Q1 2026 |
| ExodusPoint Capital Management, LP CIK 0001736225 | Hedge Fund | 73K | $5.2M | 2.7% | 0.1% | New | — | Q3 2025 |
| Holocene Advisors, LP CIK 0001700574 | Hedge Fund | 73K | $5.0M | 2.6% | 0.0% | New | — | Q4 2025 |
| First Eagle Investment Management, LLC CIK 0001325447 | Institutional Manager | 75K | $4.3M | 2.2% | 0.0% | Reduced | $-239K | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 63K | $3.6M | 1.8% | 0.0% | Added | +$3.0M | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 43K | $2.4M | 1.3% | 0.0% | New | — | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 42K | $2.4M | 1.2% | 0.0% | New | — | Q1 2026 |
| Schonfeld Strategic Advisors LLC CIK 0001665241 | Hedge Fund | 41K | $2.3M | 1.2% | 0.0% | Added | +$1.3M | Q1 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 34K | $2.0M | 1.0% | 0.0% | New | — | Q1 2026 |
| Man Group plc CIK 0001637460 | Hedge Fund | 34K | $1.9M | 1.0% | 0.0% | Added | +$197K | Q1 2026 |
| CAXTON ASSOCIATES LLP CIK 0002051323 | Hedge Fund | 7K | $534K | 0.3% | 0.0% | New | — | Q3 2025 |
| Verition Fund Management LLC CIK 0001454027 | Hedge Fund | 7K | $467K | 0.2% | 0.0% | New | — | Q4 2025 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 7K | $391K | 0.2% | 0.0% | Added | +$343K | Q1 2026 |
| GAMCO INVESTORS, INC. ET AL CIK 0000807249 | Institutional Manager | 6K | $342K | 0.2% | 0.0% | Unchanged | +$0 | Q1 2026 |
| Brevan Howard Capital Management LP CIK 0001512857 | Hedge Fund | 4K | $224K | 0.1% | 0.0% | New | — | Q1 2026 |
New
Hedge Fund
$60.9M· 31.3% of total· 0.1% port· 885K sh· — QoQ· Q4 2025
Added
Institutional Manager
$58.6M· 30.2% of total· 0.0% port· 1.03M sh· +$32.6M QoQ· Q1 2026
New
Hedge Fund
$16.5M· 8.5% of total· 0.0% port· 240K sh· — QoQ· Q4 2025
Reduced
Hedge Fund
$12.5M· 6.4% of total· 0.0% port· 220K sh· $-4.4M QoQ· Q1 2026
New
Hedge Fund
$7.9M· 4.0% of total· 0.0% port· 126K sh· — QoQ· Q2 2025
Reduced
Hedge Fund
$6.7M· 3.4% of total· 0.0% port· 117K sh· $-5.2M QoQ· Q1 2026
New
Hedge Fund
$5.2M· 2.7% of total· 0.1% port· 73K sh· — QoQ· Q3 2025
New
Hedge Fund
$5.0M· 2.6% of total· 0.0% port· 73K sh· — QoQ· Q4 2025
Reduced
Institutional Manager
$4.3M· 2.2% of total· 0.0% port· 75K sh· $-239K QoQ· Q1 2026
Added
Hedge Fund
$3.6M· 1.8% of total· 0.0% port· 63K sh· +$3.0M QoQ· Q1 2026
New
Hedge Fund
$2.4M· 1.3% of total· 0.0% port· 43K sh· — QoQ· Q1 2026
New
Hedge Fund
$2.4M· 1.2% of total· 0.0% port· 42K sh· — QoQ· Q1 2026
Added
Hedge Fund
$2.3M· 1.2% of total· 0.0% port· 41K sh· +$1.3M QoQ· Q1 2026
New
Hedge Fund
$2.0M· 1.0% of total· 0.0% port· 34K sh· — QoQ· Q1 2026
Added
Hedge Fund
$1.9M· 1.0% of total· 0.0% port· 34K sh· +$197K QoQ· Q1 2026
New
Hedge Fund
$534K· 0.3% of total· 0.0% port· 7K sh· — QoQ· Q3 2025
New
Hedge Fund
$467K· 0.2% of total· 0.0% port· 7K sh· — QoQ· Q4 2025
Added
Hedge Fund
$391K· 0.2% of total· 0.0% port· 7K sh· +$343K QoQ· Q1 2026
Unchanged
Institutional Manager
$342K· 0.2% of total· 0.0% port· 6K sh· +$0 QoQ· Q1 2026
New
Hedge Fund
$224K· 0.1% of total· 0.0% port· 4K sh· — QoQ· Q1 2026