Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
HVP
Hudson Value Partners’s
Moelis & Co
MC
Stock Holding History
Hudson Value Partners’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
2022
Q4
–
Sell
-19,195
Closed
-$649K
–
103
2022
Q3
$649K
Buy
19,195
+625
+3%
+$26.2K
0.44%
60
2022
Q2
$731K
Sell
18,570
-2
-0%
-$87
0.46%
58
2022
Q1
$872K
Buy
18,572
+2
+0%
+$104
0.45%
61
2021
Q4
$1.16M
Sell
18,570
-200
-1%
-$13.4K
0.56%
54
2021
Q3
$1.16M
Sell
18,770
-2,210
-11%
-$132K
0.64%
50
2021
Q2
$1.19M
Hold
20,980
–
–
0.66%
47
2021
Q1
$1.15M
Hold
20,980
–
–
0.7%
48
2020
Q4
$975K
Buy
+20,980
New
+$844K
0.65%
50
Other funds holding MC
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
1-Year Est. Return
LCOV
London Company of Virginia
Richmond, Virginia
$16.2B AUM
17.5%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
TAM
Timucuan Asset Management
Jacksonville, Florida
$2.72B AUM
4.95%
1-Year Est. Return
WHG
Westwood Holdings Group
Dallas, Texas
$13.7B AUM
21.48%
1-Year Est. Return
HCL
Heard Capital LLC
Chicago, Illinois
$1.93B AUM
21.66%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close