Empfehlung
13,2
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
58.7
34 neu, 87 erhöht, -147358K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | Moelis & Co |
|---|---|
| Ticker | MC |
| CIK | 0001596967 |
Branche
| SIC-Code | 6282 |
|---|---|
| Beschreibung | Investment Advice |
Wertpapier
| CUSIP | 60786M105 |
|---|---|
| ISIN | US60786M1053 |
| Typ | Common Stock |
| Titel | MOELIS & CO |
Status
| Zuletzt geprüft | 2026-03-20 12:08:30.293296 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 8,809,808 | 8,820,661 | -10,853 | 605,586,221 | Reduziert | -0,1% | |
| VANGUARD GROUP INC | 8,509,013 | 8,732,435 | -223,422 | 584,909,554 | Reduziert | -2,6% | |
| WASATCH ADVISORS LP | 3,432,623 | 3,304,180 | 128,443 | 235,958,505 | Aufgestockt | +3,9% | |
| STATE STREET CORP | 2,856,379 | 2,886,158 | -29,779 | 196,347,492 | Reduziert | -1,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 2,085,586 | 2,084,422 | 1,164 | 143,380,880 | Aufgestockt | +0,1% | |
| GOLDMAN SACHS GROUP INC | 1,876,472 | 1,787,107 | 89,365 | 128,988,718 | Aufgestockt | +5,0% | |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 1,405,796 | 1,421,715 | -15,919 | 96,634,413 | Reduziert | -1,1% | |
| HighTower Advisors, LLC | 1,256,324 | 0 | 1,256,324 | 89,600,970 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 1,216,644 | 1,111,459 | 105,185 | 83,640,943 | Aufgestockt | +9,5% | |
| JPMORGAN CHASE & CO | 1,025,893 | 962,778 | 63,115 | 70,519,885 | Aufgestockt | +6,6% | |
| WELLS FARGO & COMPANY/MN | 940,910 | 924,514 | 16,396 | 64,678,137 | Aufgestockt | +1,8% | |
| JENNISON ASSOCIATES LLC | 935,531 | 898,056 | 37,475 | 64,308,401 | Aufgestockt | +4,2% | |
| MORGAN STANLEY | 813,212 | 837,248 | -24,036 | 55,900,306 | Reduziert | -2,9% | |
| NORTHERN TRUST CORP | 786,698 | 862,180 | -75,482 | 54,077,621 | Reduziert | -8,8% | |
| Capital World Investors | 719,000 | 719,000 | 0 | 49,424,060 | Unverändert | 0,0% | |
| BANK OF AMERICA CORP /DE/ | 687,700 | 772,399 | -84,699 | 47,272,514 | Reduziert | -11,0% | |
| UBS Group AG | 624,407 | 681,668 | -57,261 | 42,921,737 | Reduziert | -8,4% | |
| NORGES BANK | 624,365 | 501,416 | 122,949 | 42,918,850 | Aufgestockt | +24,5% | |
| BAMCO INC /NY/ | 513,197 | 525,778 | -12,581 | 35,277,162 | Reduziert | -2,4% | |
| VOYA INVESTMENT MANAGEMENT LLC | 468,549 | 565,727 | -97,178 | 32,208,058 | Reduziert | -17,2% | |
| Fisher Asset Management, LLC | 456,892 | 491,470 | -34,578 | 31,406,754 | Reduziert | -7,0% | |
| RAYMOND JAMES FINANCIAL INC | 435,801 | 437,145 | -1,344 | 29,956,965 | Reduziert | -0,3% | |
| Tributary Capital Management, LLC | 369,765 | 396,800 | -27,035 | 25,417,672 | Reduziert | -6,8% | |
| PRINCIPAL FINANCIAL GROUP INC | 353,873 | 358,695 | -4,822 | 24,325,230 | Reduziert | -1,3% | |
| SEI INVESTMENTS CO | 333,322 | 0 | 333,322 | 22,912,325 | Neu | +100,0% | |
| RENAISSANCE TECHNOLOGIES LLC | 295,944 | 369,444 | -73,500 | 20,343,191 | Reduziert | -19,9% | |
| AXIOM INVESTORS LLC /DE | 261,097 | 312,770 | -51,673 | 17,947,808 | Reduziert | -16,5% | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 256,092 | 289,371 | -33,279 | 17,603,764 | Reduziert | -11,5% | |
| DEUTSCHE BANK AG\ | 252,886 | 259,439 | -6,553 | 17,383,384 | Reduziert | -2,5% | |
| Legal & General Group Plc | 199,662 | 213,002 | -13,340 | 13,724,766 | Reduziert | -6,3% | |
| RHUMBLINE ADVISERS | 198,191 | 210,800 | -12,609 | 13,623,625 | Reduziert | -6,0% | |
| AQR CAPITAL MANAGEMENT LLC | 187,048 | 0 | 187,048 | 13,340,274 | Neu | +100,0% | |
| Invesco Ltd. | 193,390 | 209,371 | -15,981 | 13,293,628 | Reduziert | -7,6% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 187,807 | 0 | 187,807 | 12,909,854 | Neu | +100,0% | |
| Assenagon Asset Management S.A. | 182,147 | 22,368 | 159,779 | 12,520,785 | Aufgestockt | +714,3% | |
| ROYCE & ASSOCIATES LP | 163,661 | 112,011 | 51,650 | 11,250,057 | Aufgestockt | +46,1% | |
| Susquehanna Portfolio Strategies, LLC | 151,452 | 158,556 | -7,104 | 10,410,810 | Reduziert | -4,5% | |
| Swiss National Bank | 146,400 | 143,800 | 2,600 | 10,063,536 | Aufgestockt | +1,8% | |
| Pier Capital, LLC | 141,352 | 142,560 | -1,208 | 9,716,536 | Reduziert | -0,8% | |
| STIFEL FINANCIAL CORP | 133,466 | 138,224 | -4,758 | 9,174,456 | Reduziert | -3,4% | |
| BARCLAYS PLC | 130,959 | 142,138 | -11,179 | 9,002,122 | Reduziert | -7,9% | |
| Nicholas Investment Partners, LP | 119,117 | 0 | 119,117 | 8,495,424 | Neu | +100,0% | |
| FMR LLC | 122,640 | 141,255 | -18,615 | 8,430,310 | Reduziert | -13,2% | |
| Hudson Bay Capital Management LP | 126,163 | 0 | 126,163 | 7,862,478 | Neu | +100,0% | |
| NEW YORK STATE COMMON RETIREMENT FUND | 108,983 | 73,910 | 35,073 | 7,491,491 | Aufgestockt | +47,5% | |
| Aquatic Capital Management LLC | 99,199 | 46,970 | 52,229 | 7,074,873 | Aufgestockt | +111,2% | |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 94,930 | 93,764 | 1,166 | 6,987,821 | Aufgestockt | +1,2% | |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 105,801 | 106,661 | -860 | 6,799,833 | Reduziert | -0,8% | |
| REGIONS FINANCIAL CORP | 97,720 | 99,300 | -1,580 | 6,717,273 | Reduziert | -1,6% | |
| VICTORY CAPITAL MANAGEMENT INC | 89,081 | 90,553 | -1,472 | 6,123,428 | Reduziert | -1,6% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Fail-to-Deliver (6 Monate)
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-02-26 | 1.787 | 62,72 | 112.081 |
| 2026-02-19 | 11.299 | 63,89 | 721.893 |
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| BlackRock, Inc. | 8,809,808 | 605,586,221 | 18.93 |
| VANGUARD GROUP INC | 8,509,013 | 584,909,554 | 18.29 |
| WASATCH ADVISORS LP | 3,432,623 | 235,958,505 | 7.38 |
| STATE STREET CORP | 2,856,379 | 196,347,492 | 6.14 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,085,586 | 143,380,880 | 4.48 |
| GOLDMAN SACHS GROUP INC | 1,876,472 | 128,988,718 | 4.03 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 1,405,796 | 96,634,413 | 3.02 |
| DIMENSIONAL FUND ADVISORS LP | 1,216,644 | 83,640,943 | 2.61 |
| JPMORGAN CHASE & CO | 1,025,893 | 70,519,885 | 2.20 |
| WELLS FARGO & COMPANY/MN | 940,910 | 64,678,137 | 2.02 |
| JENNISON ASSOCIATES LLC | 935,531 | 64,308,401 | 2.01 |
| MORGAN STANLEY | 813,212 | 55,900,306 | 1.75 |
| NORTHERN TRUST CORP | 786,698 | 54,077,621 | 1.69 |
| Capital World Investors | 719,000 | 49,424,060 | 1.55 |
| BANK OF AMERICA CORP /DE/ | 687,700 | 47,272,514 | 1.48 |
| UBS Group AG | 624,407 | 42,921,737 | 1.34 |
| NORGES BANK | 624,365 | 42,918,850 | 1.34 |
| BAMCO INC /NY/ | 513,197 | 35,277,162 | 1.10 |
| VOYA INVESTMENT MANAGEMENT LLC | 468,549 | 32,208,058 | 1.01 |
| Fisher Asset Management, LLC | 456,892 | 31,406,754 | 0.98 |