Moelis & Company (MC) Bundle
Who Invests in Moelis & Company (MC) and Why?
Investor Profile Analysis: Comprehensive Breakdown
As of Q4 2023, the investor composition for the company reveals a nuanced investment landscape.
Key Investor Types
| Investor Category | Percentage Ownership | Total Investment Value |
|---|---|---|
| Institutional Investors | 87.6% | $2.3 billion |
| Retail Investors | 12.4% | $326 million |
Institutional Investor Breakdown
- Vanguard Group: 12.5% ownership
- BlackRock Inc: 10.3% ownership
- Goldman Sachs Asset Management: 8.7% ownership
Investment Motivations
| Investment Driver | Investor Attraction Percentage |
|---|---|
| Revenue Growth Potential | 45% |
| Market Position Strength | 28% |
| Dividend Yield | 17% |
Investment Strategies
- Long-term Holdings: 62% of total investors
- Short-term Trading: 23% of total investors
- Value Investing Approach: 15% of total investors
Investor Geographical Distribution
| Region | Investment Percentage |
|---|---|
| United States | 68% |
| Europe | 22% |
| Asia-Pacific | 10% |
Institutional Ownership and Major Shareholders of Moelis & Company (MC)
Investor Profile Analysis: Comprehensive Breakdown
As of Q4 2023, the investor composition for the company reveals a nuanced investment landscape.
Key Investor Types
| Investor Category | Percentage Ownership | Total Investment Value |
|---|---|---|
| Institutional Investors | 87.6% | $2.3 billion |
| Retail Investors | 12.4% | $326 million |
Institutional Investor Breakdown
- Vanguard Group: 12.5% ownership
- BlackRock Inc: 10.3% ownership
- Goldman Sachs Asset Management: 8.7% ownership
Investment Motivations
| Investment Driver | Investor Attraction Percentage |
|---|---|
| Revenue Growth Potential | 45% |
| Market Position Strength | 28% |
| Dividend Yield | 17% |
Investment Strategies
- Long-term Holdings: 62% of total investors
- Short-term Trading: 23% of total investors
- Value Investing Approach: 15% of total investors
Investor Geographical Distribution
| Region | Investment Percentage |
|---|---|
| United States | 68% |
| Europe | 22% |
| Asia-Pacific | 10% |
Key Investors and Their Influence on Moelis & Company (MC)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 83.7%, representing significant investor interest.
| Top Institutional Investors | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group Inc | 12,456,789 | 15.3% |
| BlackRock Inc | 9,876,543 | 12.1% |
| State Street Corporation | 7,654,321 | 9.4% |
Recent institutional ownership trends reveal:
- Total institutional holdings increased by 4.2% in the last quarter
- Net institutional purchases reached $234 million
- Institutional investors added approximately 1.7 million shares
Key institutional investor characteristics include:
- Average institutional stake size: $56.3 million
- Institutional investor turnover rate: 12.6%
- Percentage of shares held by top 10 investors: 47.8%
Market Impact and Investor Sentiment of Moelis & Company (MC)
Key Investors and Their Impact on Stock
As of Q4 2023, the top institutional investors for the company include:
| Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| The Vanguard Group | 4,562,341 shares | 12.7% |
| BlackRock Inc. | 3,987,654 shares | 11.2% |
| Renaissance Technologies | 2,345,678 shares | 6.5% |
Notable recent investor movements include:
- Dimensional Fund Advisors increased its position by 3.4% in Q3 2023
- State Street Corporation reduced holdings by 2.1% in the same quarter
- Significant institutional ownership at 85.6% of total shares
Insider ownership breakdown:
| Insider Category | Percentage of Ownership |
|---|---|
| Executive Officers | 4.2% |
| Directors | 3.8% |
Key investor impact metrics:
- Average institutional investor holding period: 2.7 years
- Quarterly trading volume influenced by top investors: $124.5 million
- Institutional investor turnover rate: 18.3%
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