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MOELIS & COMPANY

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Recent trades of MC by members of U.S. Congress

MC Stock Insider Trading Activity Follow @QuiverQuant for major insider updates
Closing Price
Purchase
Sale
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MC Stock Institutional Owners
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MC Derivatives Institutional Owners
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Recently reported changes by institutional investors

Whales9.666666667New2Increased8Held6Decreased10Closed3

Quarterly net insider trading by MC's directors and management

2024Q32024Q42025Q12025Q22025Q3−120k−100k−80k−60k−40k−20k0
Net Shares Purchased by Insiders

* Insider trading data parsed from SEC Form 4 filings by Quiver Quantitative. Sign up for the Quiver API for real-time access.

About

Backtest Start Date
CAGR (Total)
Return (30d)
Return (1Y)
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  • 6M
  • YTD
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  • 5Y
  • MAX

About

Backtest Start Date

Key Metrics

Return (1d)

Return (30d)

Return (1Y)

CAGR (Total)

Max Drawdown

Beta

Alpha

Sharpe Ratio

Win Rate

Average Win

Average Loss

Annual Volatility

Annual Std Dev

Information Ratio

Treynor Ratio

Total Trades

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Metrics Definitions
  • Alpha

    Measures a portfolio's risk-adjusted performance against that of its benchmark

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  • Annual Standard Deviation

    Measures how much the portfolio's total return varies from its mean or average.

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  • Annual Volatility

    A statistical measure of the dispersion of returns for the portfolio.

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  • Average Win

    The average return (%) for trades that resulted in a positive return.

  • Average Loss

    The average return (%) for trades that resulted in a negative return.

  • Beta

    A measure of the volatility of the portfolio compared to the market as a whole.

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  • CAGR

    CAGR (Compounded Annual Growth Rate), is the historical annualized rate of return for an investment strategy, throughout the backtest period.

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  • Information Ratio

    A measurement of portfolio returns beyond the returns of its benchmark compared to the volatility of those returns.

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  • Max Drawdown

    the maximum observed loss from a peak to a trough of a portfolio, before a new peak is attained.

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  • Sharpe Ratio

    The Sharpe Ratio is a measure of historical risk-adjusted return, which quantifies the amount of return that an investor received per unit of risk.

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  • Total Trades

    The total number of trades made by this strategy.

  • Treynor Ratio

    Attempts to measure how successful an investment is in providing compensation to investors for taking on investment risk.

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  • Win Rate

    The percentage of total trades that resulted in a positive return.

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Government lobbying spending instances

  • $30,000 Jan 19, 2012 Issue: Housing
  • $60,000 Oct 19, 2011 Issue: Taxation/Internal Revenue Code
  • $60,000 Jul 20, 2011 Issue: Taxation/Internal Revenue Code
  • $60,000 Apr 20, 2011 Issue: Taxation/Internal Revenue Code
  • $60,000 Jan 20, 2011 Issue: Taxation/Internal Revenue Code
  • $60,000 Oct 20, 2010 Issue: Taxation/Internal Revenue Code
  • $30,000 Jul 20, 2010 Issue: Taxation/Internal Revenue Code

Estimated quarterly lobbying spending

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No Corporate Lobbying data for this ticker

Corporate Lobbying Dashboard

MC Revenue by Segment or Geography

By Segment
By Geography
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No Revenue by Segment data for this ticker

Revenue Breakdown Dashboard
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No Revenue by Geography data for this ticker

Revenue Breakdown Dashboard
MC Income Statement
MC Balance Sheet
MC Cash Flow
U.S. Patents

New patents grants

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No new patents for this ticker

U.S. Patents Dashboard
Government Contracts

Federal grants, loans, and purchases

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No Government Contracts for this ticker

Government Contracts Dashboard
Government Contracts

Estimated quarterly amount awarded from public contracts

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No recent Government Contracts for this ticker

Government Contracts Dashboard
MC News

Recent insights relating to MC

New Analyst Forecast: $MC Given $64.0 Price TargetArticle Thumbnail
Morgan Stanley Cuts LVMH Price Target, Citing ‘Industry Underperformance’Article Thumbnail
MOELIS Earnings Results: $MC Reports Quarterly EarningsArticle Thumbnail
Insider Sale: Chief Operating Officer of $MC Sells 3,515 SharesArticle Thumbnail
New Insider Disclosure: Pilcher Ciafone Katherine (Chief Operating Officer) disclosed 3515 shares sold of $MCArticle Thumbnail
New Insider Disclosure: MOELIS KENNETH (Chairman, CEO) disclosed 9712 shares sold of $MCArticle Thumbnail
New Insider Disclosure: Cantor Eric (Vice Chairman, MD) disclosed 16530 shares sold of $MCArticle Thumbnail
New Insider Disclosure: Callesano Christopher (Principal Accounting Officer) disclosed 1282 shares sold of $MCArticle Thumbnail
New Insider Disclosure: RAICH JEFFREY (Co-President, MD) disclosed 8722 shares sold of $MCArticle Thumbnail
New Insider Disclosure: WATANABE OSAMU R. (General Counsel, Secretary) disclosed 5661 shares sold of $MCArticle Thumbnail
New Insider Disclosure: SIMON JOSEPH (Chief Financial Officer) disclosed 5758 shares sold of $MCArticle Thumbnail
Insider Sale: Co-President of $MC Sells 9,406 SharesArticle Thumbnail
New Insider Disclosure: MAHMOODZADEGAN NAVID (Co-President, MD) disclosed 9406 shares sold of $MCArticle Thumbnail
New Insider Disclosure: Callesano Christopher (Principal Accounting Officer) disclosed 885 shares sold of $MCArticle Thumbnail
New Insider Disclosure: MOELIS KENNETH (Chairman, CEO) disclosed 105308 shares sold of $MCArticle Thumbnail
New Insider Disclosure: Pilcher Ciafone Katherine (Chief Operating Officer) disclosed 3666 shares sold of $MCArticle Thumbnail
New Insider Disclosure: SIMON JOSEPH (Chief Financial Officer) disclosed 6723 shares sold of $MCArticle Thumbnail
New Insider Disclosure: MAHMOODZADEGAN NAVID (Co-President, MD) disclosed 44980 shares sold of $MCArticle Thumbnail
New Insider Disclosure: MOELIS KENNETH (Chairman, CEO) disclosed 77102 shares sold of $MCArticle Thumbnail
New Insider Disclosure: MOELIS KENNETH (Chairman, CEO) disclosed 79000 shares sold of $MCArticle Thumbnail
New Insider Disclosure: MAHMOODZADEGAN NAVID (Co-President, MD) disclosed 70255 shares sold of $MCArticle Thumbnail
New Insider Disclosure: SIMON JOSEPH (Chief Financial Officer) disclosed 8573 shares sold of $MCArticle Thumbnail
New Insider Disclosure: RAICH JEFFREY (Co-President, MD) disclosed 44710 shares sold of $MCArticle Thumbnail
New Insider Disclosure: MAHMOODZADEGAN NAVID (Co-President, MD) disclosed 96302 shares sold of $MCArticle Thumbnail
New Insider Disclosure: RAICH JEFFREY (Co-President, MD) disclosed 84874 shares sold of $MCArticle Thumbnail
New Insider Disclosure: SIMON JOSEPH (Chief Financial Officer) disclosed 8149 shares sold of $MCArticle Thumbnail
New Insider Disclosure: MOELIS KENNETH (Chairman, CEO) disclosed 128677 shares sold of $MCArticle Thumbnail
New Insider Disclosure: Cantor Eric (Vice Chairman, MD) disclosed 17857 shares sold of $MCArticle Thumbnail
New Insider Disclosure: Callesano Christopher (Principal Accounting Officer) disclosed 1144 shares sold of $MCArticle Thumbnail
New Insider Disclosure: Pilcher Ciafone Katherine (Chief Operating Officer) disclosed 4798 shares sold of $MCArticle Thumbnail
Top ETF Holders

ETFs with the largest estimated holdings in MC

ETFEst. Holding Size
OSEAHarbor International Compounders ETF$0
SMLLHarbor Active Small Cap ETF$0
EBITHarbor AlphaEdge Small Cap Earners ETF$0
IJRiShares Core S&P Small Cap ETF$251 million
SCHDSchwab US Dividend Equity ETF$148 million
VTIVanguard Total Stock Market ETF$129 million
IWMiShares Russell 2000 ETF$104 million
VBVanguard Small-Cap ETF$102 million
VXFVanguard Extended Market ETF$63 million
VBKVanguard Small-Cap Growth ETF$56 million
SPSMSPDR Portfolio S&P 600 Small Cap ETF$45 million
IWOiShares Russell 2000 Growth ETF$37 million
SCHASchwab U.S. Small-Cap ETF$25 million
VTWOVanguard Russell 2000 ETF$20 million
IJSiShares S&P Small-Cap 600 Value ETF$20 million
IJTiShares S&P Small-Cap 600 Growth ETF$19 million
XSMOInvesco S&P SmallCap Momentum ETF$16 million
FNDASchwab Fundamental U.S. Small Company ETF$16 million
VYMVanguard High Dividend Yield Index ETF$15 million
SLYVSPDR S&P 600 Small Cap Value ETF$15 million
VIOOVanguard S&P Small-Cap 600 ETF$14 million
SLYGSPDR S&P 600 Small Cap Growth ETF$13 million
DFASDimensional U.S. Small Cap ETF$11 million
HDViShares Core High Dividend ETF$9.6 million
DONWisdomTree U.S. MidCap Dividend Fund$9.6 million
DFACDimensional U.S. Core Equity 2 ETF$9.1 million
IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$7 million
XSHQInvesco S&P SmallCap Quality ETF$6.8 million
VFHVanguard Financials ETF$6.4 million
ITOTiShares Core S&P Total U.S. Stock Market ETF$4.8 million
VIOVVanguard S&P Small-Cap 600 Value ETF$4 million
TBGTBG Dividend Focus ETF$3.6 million
VTWGVanguard Russell 2000 Growth ETF$3.5 million
SCHBSchwab U.S. Broad Market ETF$3.1 million
FTLSFirst Trust Long/Short Equity ETF$3 million
RSSLGlobal X Russell 2000 ETF$2.8 million
VTVanguard Total World Stock ETF$2.7 million
DHSWisdomTree U.S. High Dividend Fund$2.5 million
VIOGVanguard S&P Small-Cap 600 Growth ETF$2.5 million
CSBVictoryShares US Small Cap High Dividend Volatility Wtd ETF$2.3 million
SMCOHilton Small-MidCap Opportunity ETF$2.1 million
BBSCJPMorgan BetaBuilders U.S. Small Cap Equity Fund$1.9 million
RWJInvesco S&P SmallCap 600 Revenue ETF$1.7 million
JPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$1.7 million
DFUSDimensional U.S. Equity Market ETF$1.6 million
IWViShares Russell 3000 ETF$1.2 million
JHSCJohn Hancock Multifactor Small Cap ETF$1.1 million
FNCLFidelity MSCI Financials Index ETF$1.1 million
GSSCTR Activebeta US Small Cap Equity ETF$1.1 million
PRFInvesco RAFI US 1000 ETF$1 million
MC Analyst Ratings

MC Stock Forecasts
...

  • ... Highest Price Target
  • ... Median Price Target
  • ... Lowest Price Target
MC Analyst Forecasts
Analyst
Firm
Current
Previous
Date
Frequently Asked Questions
  • Is $MC stock a Buy, Sell, or Hold?

  • What is the price target for $MC stock?

* Analyst consensus is not financial advice. Please see our data disclaimers .

MC Top Shareholders
Shareholder
Shares Held
MC Options Owners
Shareholder
Security
Underlying Shares
Frequently Asked Questions
  • Who owns $MC stock?

  • Who owns the most shares of $MC stock?

  • What funds own $MC stock?

* These are estimates based on data taken from SEC filings. There may be inaccuracies due to parsing errors, accidental double-counting, incorrect classification of indirectly owned shares, or any other number of issues.

MC Stock Smart Score

The Quiver Smart Score combines our data on Congress Trading, Lobbying, Insider Trading, CNBC Mentions and more to provide a comprehensive view of the strength of a stock's underlying data.

The Smart Score grades stocks on a scale of 1 (weakest) to 10 (strongest) based on the strength of the underlying data.
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Score Breakdown
Bull Case vs Bear Case

See concise summaries of analyst reports, presenting both bullish and bearish arguments for a stock.

Example:

Bulls Say:

The Bulls Say summary highlights positive aspects of the stock.

Bears Say:

The Bears Say summary points out potential risks and negative aspects of the stock.

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