Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Moelis & Co (MC)

389 + Investors. Track Smart Money conviction in MC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — MC

Based on 394 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
394 hedge funds hold MC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

220 buying192 selling
Last quarter: 220 funds bought or added vs 192 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 62 → 61 → 63 → 56. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 18% medium ■ 20% new
243 out of 394 hedge funds have held MC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~56 new funds/quarter

59 → 62 → 61 → 63 → 56 new funds/Q
New funds entering each quarter: 62 → 61 → 63 → 56. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 23% newcomers

■ 64% veterans ■ 13% 1-2yr ■ 23% new
Entry-cohort mix of 402 holders: 258 (64%) are 2+ year veterans, 52 entered 1–2 years ago, and 92 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
57 of 392 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in MC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MC

In 2026 Q2, 220 hedge funds were net buyers of MC (56 opened a new position, 164 added to an existing one), while 192 reduced or exited (130 trimmed, 62 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 50% of total institutional value in MC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 394.

Hedge Fund Ownership: MC

How many hedge funds hold MC — quarterly history vs. share price
Quarterly hedge fund ownership of MC vs. share price

Market Analysis: MC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MC

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 1 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: MC
389 + Investors

Track Smart Money conviction in MC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 389 400 -2.75%
13F Shares 81M 80M 1.35%
Total Value $5.07B $4.40B 15.36%
New Positions 55 63 -8
Increased Positions 163 161 +2
Closed Positions 64 57 +7
Reduced Positions 128 130 -2
Total Calls 5 3 66.67%
Total Puts 4 1 300.0%
PUT/CALL Ratio 0.8 0.33 Neutral

Statistics: MC

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Institutional Holders (2026 Q2)

389 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Timucuan Asset Management Inc/Fl 3.62% 1,503,334 $98.3M
2 Capital Management Corp /Va 3.60% 367,076 $24.0M
3 PARK CIRCLE Co 2.78% 49,876 $3.3M
4 Heard Capital LLC 2.74% 979,810 $64.1M
5 Tributary Capital Management, LLC 2.47% 459,690 $30.1M
6 Channing Capital Management, LLC 2.02% 1,338,234 $87.5M
7 Palisades Investment Partners, LLC 1.57% 84,500 $5.5M
8 Wasatch Advisors LP 1.39% 3,246,593 $212.4M
9 Madison Asset Management, LLC 1.30% 1,667,157 $109.1M
10 Kayne Anderson Rudnick Investment Management LLC 1.10% 5,412,938 $354.1M
11 Salvus Wealth Management, LLC 1.09% 29,689 $1.9M
12 London Co of Virginia 1.04% 2,791,199 $182.6M
13 Pier Capital, LLC 0.91% 104,681 $6.8M
14 Penn Capital Management Company, LLC 0.87% 210,064 $13.8M
15 Emerald Advisers, LLC 0.82% 531,883 $34.8M
16 Emerald Mutual Fund Advisers Trust 0.79% 342,465 $22.4M
17 Cramer Rosenthal Mcglynn LLC 0.67% 201,323 $13.2M
18 Junto Capital Management LP 0.55% 481,954 $31.5M
19 Odyssean, LLC 0.47% 43,912 $2.9M
20 Prana Capital Management, LP 0.44% 219,265 $14.3M
21 Hamilton Capital Partners Inc. 0.34% 20,866 $801K
22 Twinbeech Capital LP 0.26% 22,269 $1.5M
23 Hilton Capital Management, LLC 0.26% 58,226 $3.8M
24 Peak Financial Advisors LLC 0.23% 8,423 $551K
25 Royce & Associates LP 0.22% 424,508 $27.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Moelis & Co (MC)

What does the Smart Money Trend signal show for MC?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MC?

Slight buying edge — 53% buying: Last quarter: 220 funds bought or added vs 192 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MC holders?

Elite ownership — 50% AUM from top-100 funds: 57 of 392 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in MC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MC?

62% of holders stayed for 2+ years: 243 out of 394 hedge funds have held MC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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