Moelis & Co (MC)

• Market cap: $5.06B
• Sector: Financials
• Industry: Investment Advice

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

361% more call options, than puts

Call options by funds: $6.89M | Put options by funds: $1.5M

24% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 93

0% more capital invested

Capital invested by funds: $4.12B [Q1] → $4.12B (+$4.41M) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 4 [Q1] → 4 (+0) [Q2]

4% less funds holding

Funds holding: 304 [Q1] → 292 (-12) [Q2]

5.78% less ownership

Funds ownership: 108.86% [Q1] → 103.07% (-5.78%) [Q2]

27% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 45

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $51 29% downside
• Avg. target: $62 14% downside
• High target: $70 3% downside

6 analyst ratings

• positive: 0 0%
• neutral: 3 50%
• negative: 3 50%

UBS Brennan Hawken 70% 1-year accuracy 23 / 33 met price target	17% downside $60	Sell Maintained	8 Oct 2024
Morgan Stanley Ryan Kenny 100% 1-year accuracy 10 / 10 met price target	7% downside $67	Underweight Maintained	23 Sept 2024
Wells Fargo Michael Brown 79% 1-year accuracy 19 / 24 met price target	3% downside $70	Equal-Weight Initiated	12 Sept 2024
JP Morgan Kenneth Worthington 76% 1-year accuracy 19 / 25 met price target	29% downside $51	Neutral Maintained	25 Jul 2024
Keefe, Bruyette & Woods Aidan Hall 100% 1-year accuracy 5 / 5 met price target	17% downside $60	Market Perform Reiterated	25 Jul 2024