Current Value of Holding

$21M

Shares

343k

% of Portfolio

0.03%

Average Buy Price

$67.6

Avg closing price
Price range

35 Jim Simons Moelis Trades

Jim Simons acquired 343k Moelis shares worth $21M. That's 0.03% of their equity portfolio (626th largest holding). The first Moelis trade was made in Q4 2014. Since then Jim Simons bought shares seventeen more times and sold shares on seventeen occasions. The investor's estimated purchase price is $23.1M, resulting in a loss of 9.3%.

Avg closing price
Price range
Increased shares by 56.1% (+123k shares) Q2 2026
Avg closing price $65.43
Price range $56.27 - $70.78
Sold 25.8% shares (-76.4k shares) Q1 2026
Avg closing price $67.40
Price range $51.38 - $77.75
Sold 19.9% shares (-73.5k shares) Q4 2025
Avg closing price $66.70
Price range $60.61 - $72.09
Sold 35.4% shares (-203k shares) Q3 2025
Avg closing price $71.32
Price range $64.00 - $77.75
Increased shares by 16.0% (+78.8k shares) Q2 2025
Avg closing price $56.07
Price range $48.86 - $62.99
Increased shares by 236.9% (+347k shares) Q1 2025
Avg closing price $70.77
Price range $57.91 - $81.20
Increased shares by 75.1% (+62.8k shares) Q4 2024
Avg closing price $72.53
Price range $65.74 - $80.49
New holding (+83.6k shares) Q3 2024
Avg closing price $64.48
Price range $57.14 - $70.62
Sold -211k shares Q4 2022
Avg closing price $40.59
Price range $34.56 - $46.39
Sold 49.2% shares (-204k shares) Q3 2022
Avg closing price $41.86
Price range $33.73 - $47.78
Increased shares by 448.3% (+339k shares) Q2 2022
Avg closing price $43.62
Price range $38.18 - $48.00
Sold 50.8% shares (-77.9k shares) Q1 2022
Avg closing price $51.99
Price range $44.41 - $63.07
Sold 10.4% shares (-17.9k shares) Q4 2021
Avg closing price $66.99
Price range $59.14 - $76.98
Sold 29.0% shares (-69.9k shares) Q3 2021
Avg closing price $59.91
Price range $52.90 - $63.75
Sold 35.1% shares (-131k shares) Q2 2021
Avg closing price $54.32
Price range $51.22 - $57.73
New holding (+372k shares) Q1 2021
Avg closing price $53.60
Price range $45.93 - $57.96
Sold -106k shares Q2 2019
Avg closing price $36.17
Price range $31.78 - $43.19
Sold 55.3% shares (-131k shares) Q1 2019
Avg closing price $42.74
Price range $34.57 - $47.10
Increased shares by 793.8% (+211k shares) Q4 2018
Avg closing price $42.46
Price range $32.96 - $55.62
Sold 89.8% shares (-234k shares) Q3 2018
Avg closing price $58.65
Price range $54.80 - $63.70

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