Acadian Asset Management
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Acadian Asset Management’s Moelis & Co MC Stock Holding History

Acadian Asset Management’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,441
Closed -$372K – 1948
2024
Q3 		$372K Buy
+5,441
New +$351K ﹤0.01% 1158
2022
Q2 		– Sell
-8,732
Closed -$409K – 1787
2022
Q1 		$409K Sell
8,732
-188,593
-96% -$9.8M ﹤0.01% 1050
2021
Q4 		$12.3M Buy
197,325
+129,506
+191% +$8.68M 0.05% 270
2021
Q3 		$4.19M Buy
+67,819
New +$4.06M 0.02% 494
2021
Q2 		– Sell
-57,847
Closed -$3.17M – 2126
2021
Q1 		$3.17M Buy
57,847
+46,579
+413% +$2.5M 0.01% 602
2020
Q4 		$527K Buy
+11,268
New +$453K ﹤0.01% 1219
2020
Q1 		– Sell
-1,434
Closed -$46K – 1869
2019
Q4 		$46K Buy
+1,434
New +$46.9K ﹤0.01% 1613
2019
Q2 		– Sell
-184
Closed -$8K – 1951
2019
Q1 		$8K Buy
184
+20
+12% +$855 ﹤0.01% 1874
2018
Q4 		$6K Sell
164
-4,552
-97% -$193K ﹤0.01% 1652
2018
Q3 		$259K Sell
4,716
-2,083
-31% -$122K ﹤0.01% 1031
2018
Q2 		$400K Sell
6,799
-44,227
-87% -$2.54M ﹤0.01% 934
2018
Q1 		$2.6M Buy
51,026
+24,758
+94% +$1.27M 0.01% 543
2017
Q4 		$1.27M Buy
26,268
+9,267
+55% +$419K 0.01% 649
2017
Q3 		$732K Sell
17,001
-9,597
-36% -$384K ﹤0.01% 730
2017
Q2 		$1.03M Sell
26,598
-21,612
-45% -$805K ﹤0.01% 699
2017
Q1 		$1.85M Buy
48,210
+47,995
+22,323% +$1.74M 0.01% 637
2016
Q4 		$7K Hold
215
– – ﹤0.01% 1477
2016
Q3 		$6K Hold
215
– – ﹤0.01% 1294
2016
Q2 		$5K Sell
215
-69
-24% -$1.84K ﹤0.01% 1297
2016
Q1 		$8K Sell
284
-14
-5% -$359 ﹤0.01% 1213
2015
Q4 		$8K Hold
298
– – ﹤0.01% 1266
2015
Q3 		$8K Hold
298
– – ﹤0.01% 1159
2015
Q2 		$8K Hold
298
– – ﹤0.01% 1210
2015
Q1 		$9K Hold
298
– – ﹤0.01% 1236
2014
Q4 		$10K Buy
+298
New +$9.85K ﹤0.01% 1133

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management's MC Position: Q4 2024 in Review

Acadian Asset Management sold out of Moelis & Co (MC) in Q4 2024, closing a stake of 5,441 shares — an estimated $372K sold.

Acadian Asset Management first reported a position in MC in Q4 2014 and held it in 25 quarters. The position peaked at $12.3M in Q4 2021. 351 funds tracked by Wall St. Rank hold MC as of Q4 2024.

  • Acadian Asset Management reported no remaining Moelis & Co position as of Q4 2024 after selling out during the quarter.
  • Acadian Asset Management sold 5,441 Moelis & Co shares in Q4 2024, an estimated $372K.
  • Acadian Asset Management first reported a position in Moelis & Co in Q4 2014 and held it in 25 quarters.
  • Acadian Asset Management's Moelis & Co position peaked at $12.3M in Q4 2021.
  • 351 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2024.

Based on Acadian Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.