Holocene Advisors
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Holocene Advisors’s Moelis & Co MC Stock Holding History

Holocene Advisors’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 		– Sell
-73,193
Closed -$5.03M – 912
2025
Q4 		$5.03M Buy
+73,193
New +$4.89M 0.01% 369
2025
Q3 		– Sell
-22,555
Closed -$1.41M – 850
2025
Q2 		$1.41M Buy
+22,555
New +$1.27M ﹤0.01% 611
2024
Q4 		– Sell
-26,755
Closed -$1.83M – 829
2024
Q3 		$1.83M Buy
+26,755
New +$1.73M 0.01% 551
2023
Q4 		– Sell
-30,254
Closed -$1.37M – 779
2023
Q3 		$1.37M Sell
30,254
-24,905
-45% -$1.17M 0.01% 608
2023
Q2 		$2.5M Sell
55,159
-5,913
-10% -$236K 0.01% 500
2023
Q1 		$2.35M Buy
61,072
+8,741
+17% +$375K 0.01% 430
2022
Q4 		$2.01M Buy
52,331
+3,538
+7% +$144K 0.01% 427
2022
Q3 		$1.65M Buy
48,793
+29,300
+150% +$1.23M 0.01% 483
2022
Q2 		$767K Buy
19,493
+14,762
+312% +$644K ﹤0.01% 678
2022
Q1 		$222K Buy
+4,731
New +$246K ﹤0.01% 831
2021
Q1 		– Sell
-31,861
Closed -$1.49M – 881
2020
Q4 		$1.49M Sell
31,861
-3,652
-10% -$147K 0.01% 473
2020
Q3 		$1.25M Buy
+35,513
New +$1.12M 0.01% 465
2020
Q2 		– Sell
-71,178
Closed -$2M – 710
2020
Q1 		$2M Buy
71,178
+18,548
+35% +$608K 0.02% 274
2019
Q4 		$1.68M Buy
52,630
+3,340
+7% +$109K 0.02% 449
2019
Q3 		$1.62M Buy
+49,290
New +$1.67M 0.02% 363
2018
Q4 		– Sell
-20,293
Closed -$1.11M – 754
2018
Q3 		$1.11M Buy
20,293
+12,337
+155% +$724K 0.02% 277
2018
Q2 		$467K Buy
+7,956
New +$457K 0.01% 335

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
WA
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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Holocene Advisors's MC Position: Q1 2026 in Review

Holocene Advisors sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 73,193 shares — an estimated $5.03M sold.

Holocene Advisors first reported a position in MC in Q2 2018 and held it in 17 quarters. The position peaked at $5.03M in Q4 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Holocene Advisors reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • Holocene Advisors sold 73,193 Moelis & Co shares in Q1 2026, an estimated $5.03M.
  • Holocene Advisors first reported a position in Moelis & Co in Q2 2018 and held it in 17 quarters.
  • Holocene Advisors's Moelis & Co position peaked at $5.03M in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.