Y-Intercept (HK)
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Y-Intercept (HK)’s Moelis & Co MC Stock Holding History

Y-Intercept (HK)’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
Q3 		– Sell
-36,289
Closed -$2.37M – 1889
2026
Q2 		$2.37M Sell
36,289
-33,480
-48% -$2.2M 0.05% 611
2026
Q1 		$3.98M Buy
+69,769
New +$4.54M 0.08% 420
2025
Q4 		– Sell
-12,254
Closed -$874K – 1823
2025
Q3 		$874K Sell
12,254
-56,974
-82% -$4.07M 0.02% 1036
2025
Q2 		$4.31M Buy
69,228
+44,844
+184% +$2.52M 0.11% 271
2025
Q1 		$1.42M Buy
+24,384
New +$1.72M 0.1% 280
2023
Q2 		– Sell
-11,921
Closed -$458K – 1540
2023
Q1 		$458K Sell
11,921
-2,985
-20% -$128K 0.05% 578
2022
Q4 		$572K Buy
+14,906
New +$605K 0.08% 387

Other funds holding MC

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $668M AUM 8.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
SW
StackStone Wealth Dubuque, Iowa $1.01B AUM
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Y-Intercept (HK)'s MC Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Moelis & Co (MC) in Q3 2026, closing a stake of 36,289 shares — an estimated $2.37M sold.

Y-Intercept (HK) first reported a position in MC in Q4 2022 and held it in 7 quarters. The position peaked at $4.31M in Q2 2025. 112 funds tracked by Wall St. Rank hold MC as of Q3 2026.

  • Y-Intercept (HK) reported no remaining Moelis & Co position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 36,289 Moelis & Co shares in Q3 2026, an estimated $2.37M.
  • Y-Intercept (HK) first reported a position in Moelis & Co in Q4 2022 and held it in 7 quarters.
  • Y-Intercept (HK)'s Moelis & Co position peaked at $4.31M in Q2 2025.
  • 112 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.