Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Moelis & Co MC Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
2026 Q1	$427K	Buy	+7,494	New	+$487K	﹤0.01%	1260
2025 Q3	–	Sell	-19,000	Closed	-$1.18M	–	1254
2025 Q2	$1.18M	Sell	19,000 -228,000	-92%	-$12.8M	﹤0.01%	760
2025 Q1	$14.4M	Buy	247,000 +79,000	+47%	+$5.57M	0.03%	344
2024 Q4	$12.4M	Buy	168,000 +70,000	+71%	+$5.07M	0.03%	378
2024 Q3	$6.71M	Buy	98,000 +74,800	+322%	+$4.83M	0.02%	445
2024 Q2	$1.32M	Sell	23,200 -9,900	-30%	-$535K	﹤0.01%	701
2024 Q1	$1.88M	Buy	+33,100	New	+$1.81M	0.01%	564
2023 Q4	–	Sell	-375,000	Closed	-$16.9M	–	1117
2023 Q3	$16.9M	Buy	+375,000	New	+$17.6M	0.07%	172

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's MC Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund opened a new position in Moelis & Co (MC) in Q1 2026: 7,494 shares worth $427K. The stake represents ﹤0.01% of the portfolio and ranks #1260 among its holdings. This is a return to the name: Healthcare of Ontario Pension Plan (HOOPP) Trust Fund previously reported a position in MC as recently as Q2 2025.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in MC in Q3 2023 and has held it in 8 quarters since. The position peaked at $16.9M in Q3 2023. 400 funds tracked by Wall St. Rank hold MC as of Q1 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 7,494 shares of Moelis & Co worth $427K as of Q1 2026.
Moelis & Co was a new Healthcare of Ontario Pension Plan (HOOPP) Trust Fund position in Q1 2026.
Moelis & Co made up ﹤0.01% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q1 2026, its #1260 holding.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Moelis & Co in Q3 2023 and has held it in 8 quarters since.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Moelis & Co position peaked at $16.9M in Q3 2023.
400 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.