D.E. Shaw & Co’s Moelis & Co MC Stock Holding History

D.E. Shaw & Co’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
2017 Q3	–	Sell	-20,000	Closed	-$777K	–	3532
2017 Q2	$777K	Hold	20,000	–	–	﹤0.01%	2568
2017 Q1	$770K	Buy	+20,000	New	+$724K	﹤0.01%	2482

Other funds holding MC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

D.E. Shaw & Co's MC Position: Q1 2026 in Review

D.E. Shaw & Co sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 134,411 shares — an estimated $9.24M sold.

D.E. Shaw & Co first reported a position in MC in Q2 2014 and held it in 34 quarters. The position peaked at $9.24M in Q4 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

D.E. Shaw & Co reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
D.E. Shaw & Co sold 134,411 Moelis & Co shares in Q1 2026, an estimated $9.24M.
D.E. Shaw & Co first reported a position in Moelis & Co in Q2 2014 and held it in 34 quarters.
D.E. Shaw & Co's Moelis & Co position peaked at $9.24M in Q4 2025.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.