SCHEDULE: Wasatch Advisors Reports 5.1% Stake in Moelis & Co

Wasatch Advisors LP has disclosed a beneficial ownership of 5.1% in Moelis & Co's Class A shares as of March 31, 2026.

Summary

• Wasatch Advisors LP has filed a Schedule 13G, indicating their beneficial ownership of Moelis & Co Class A shares.
• As of March 31, 2026, Wasatch Advisors LP holds 3,742,624 shares, representing 5.1% of the class.
• The filing specifies sole voting power for 2,585,397 shares and sole dispositive power for 3,742,624 shares.
• This filing is made under Rule 13d-1(b), classifying Wasatch Advisors LP as an investment adviser.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of influencing control of the issuer.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive filing, as it indicates significant institutional interest and confidence from Wasatch Advisors LP, without providing any operational or financial performance data for Moelis & Co itself.

Positives

• Wasatch Advisors LP has taken a significant stake (5.1%) in Moelis & Co, suggesting confidence in the company's future prospects.
• The acquisition of shares is stated to be in the ordinary course of business, implying a standard investment strategy rather than a hostile takeover attempt.

Negatives

• The filing does not contain any negative financial results or operational challenges for Moelis & Co.

Risks

• The primary risk is the inherent volatility of the financial advisory industry, which can be influenced by market conditions and regulatory changes.
• As a significant shareholder, Wasatch Advisors LP's investment decisions could influence market perception and stock price movements.

Future Outlook

The filing does not contain forward-looking statements or guidance from Moelis & Co. It solely reports the ownership stake by Wasatch Advisors LP.

Management Comments

• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11."
• "After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct."

Industry Context

StockSavvy.ai notes that significant institutional ownership, as reported by Wasatch Advisors LP, is a common indicator of investor confidence in the financial services sector, particularly for advisory firms like Moelis & Co that rely on market activity and deal flow.

Stakeholder Impact

• Shareholders: The increased institutional ownership may be viewed positively, potentially leading to greater market liquidity and stability for the stock.
• Management of Moelis & Co: The filing signifies that a substantial investor is closely watching the company's performance and strategic direction.
• Wasatch Advisors LP: The filing confirms a significant investment, aligning with their role as an investment manager for their clients.

Next Steps

• Wasatch Advisors LP will continue to monitor its investment in Moelis & Co.
• Moelis & Co will continue its operations as a financial advisory firm.

Key Dates

Recommendation

This filing is a disclosure of ownership and does not provide performance data or strategic updates for Moelis & Co. While Wasatch Advisors LP's stake indicates confidence, a 'hold' recommendation is appropriate as it lacks sufficient information for a buy or sell decision based solely on this document.

Keywords

Moelis & Co, Wasatch Advisors LP, Schedule 13G, Beneficial Ownership, Class A Shares, Investment Adviser, SEC Filing, Financial Services, Investment Management