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OPERF
Oregon Public Employees Retirement Fund’s
Moelis & Co
MC
Stock Holding History
Oregon Public Employees Retirement 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
$965K
Sell
16,938
-17
-0.1%
-$1.1K
0.01%
865
2025
Q4
$1.17M
Buy
16,955
+200
+1%
+$13.3K
0.01%
766
2025
Q3
$1.19M
Sell
16,755
-200
-1%
-$14.3K
0.02%
757
2025
Q2
$1.06M
Buy
16,955
+800
+5%
+$44.9K
0.02%
747
2025
Q1
$943K
Sell
16,155
-460
-3%
-$32.4K
0.02%
793
2024
Q4
$1.23M
Buy
16,615
+66
+0.4%
+$4.78K
0.02%
681
2024
Q3
$1.13M
Sell
16,549
-500
-3%
-$32.3K
0.02%
733
2024
Q2
$969K
Sell
17,049
-818
-5%
-$44.2K
0.02%
776
2024
Q1
$1.01M
Sell
17,867
-1,633
-8%
-$89.2K
0.02%
814
2023
Q4
$1.09M
Sell
19,500
-300
-2%
-$14.1K
0.02%
833
2023
Q3
$894K
Sell
19,800
-900
-4%
-$42.4K
0.01%
1005
2023
Q2
$939K
Buy
+20,700
New
+$826K
0.01%
1024
Other funds holding MC
BlackRock
New York
$5.7T 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
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
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
$431B AUM
30.22%
1-Year Est. Return
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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
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