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Mercury Insurance
MCY

236 hedge funds and large institutions have $1.39B invested in Mercury Insurance in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 61 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $2.01M

61% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 28

7% more funds holding

Funds holding: 221 → 236 (+15)

3% more capital invested

Capital invested by funds: $1.34B → $1.39B (+$42.6M)

0.07% more ownership

Funds ownership: 48.38% → 48.45% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

34% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 92

Holders
236
Holders Change
+15
Holders Change %
+6.79%
% of All Funds
5.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
45
Increased
61
Reduced
92
Closed
28
Calls
$3.89M
Puts
$2.01M
Net Calls
+$1.88M
Net Calls Change
+$884K

Top Buyers

1
Invesco
Invesco
Georgia
+$45.9M
2
Wells Fargo
Wells Fargo
California
+$13.7M
3
Renaissance Technologies
Renaissance Technologies
New York
+$12.8M
4
WG
Winton Group
United Kingdom
+$10.7M
5
JIM
Jupiter Investment Management
United Kingdom
+$9.16M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$32.6M
2
State Street
State Street
Massachusetts
-$26.9M
3
WHG
Westwood Holdings Group
Texas
-$11M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$6.91M
5
CIC
Crawford Investment Counsel
Georgia
-$6.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
226
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
S
227
SignatureFD
Georgia
$1K – – –
VFA
228
Valeo Financial Advisors
Indiana
$1K – – –
VCM
229
Versant Capital Management
Arizona
$1K – – –
TWA
230
TCI Wealth Advisors
Arizona
$1K +$761 +14 New
CA
231
Claro Advisors
Massachusetts
$1K +$1.14K +21 New
AAMU
232
Amundi Asset Management US
Massachusetts
$840 – – –
NA
233
NewEdge Advisors
Louisiana
$283 +$297K +5,465 New
GT
234
Glenmede Trust
Pennsylvania
$1 -$408K -7,500 -100%
STCG
235
Speece Thorson Capital Group
Minnesota
– -$6.21M -123,829 Closed
PP
236
Paloma Partners
Connecticut
– -$2.48M -49,377 Closed
Allianz Asset Management
237
Allianz Asset Management
Germany
– -$1.58M -31,570 Closed
Jacobs Levy Equity Management
238
Jacobs Levy Equity Management
New Jersey
– -$1.27M -25,300 Closed
OTPPB
239
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$780K -15,546 Closed
Tudor Investment Corp
240
Tudor Investment Corp
Connecticut
– -$663K -13,219 Closed
QT
241
Quantbot Technologies
New York
– -$522K -10,419 Closed
Pacer Advisors
242
Pacer Advisors
Pennsylvania
– -$492K -9,814 Closed
AGM
243
Alpine Global Management
New York
– -$391K -7,794 Closed
LMGAM
244
Liberty Mutual Group Asset Management
Massachusetts
– -$365K -7,272 Closed
RQS
245
Ramsey Quantitative Systems
Kentucky
– -$331K -6,596 Closed
Susquehanna International Group
246
Susquehanna International Group
Pennsylvania
– -$315K -5,797 Closed
VIA
247
Vident Investment Advisory
Georgia
– -$289K -5,763 Closed
CGH
248
Crossmark Global Holdings
Texas
– -$272K -5,426 Closed
HSBC Holdings
249
HSBC Holdings
United Kingdom
– -$268K -5,355 Closed
SMC
250
S. Muoio & Co
New York
– -$266K -5,300 Closed
7 8 9
10
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MCY Hedge Fund Activity: Q4 2018 in Review

236 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q4 2018, worth a combined $1.39B — up 3.2% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MCY positions and 28 closed out — a net gain of 17 holders — while 61 added to existing stakes and 92 trimmed.

The largest buyer was Invesco, adding an estimated $45.9M. The largest seller was Capital Research Global Investors, cutting an estimated $32.6M.

  • 236 institutional investors held Mercury Insurance (MCY) as of Q4 2018, up from 221 in Q3 2018.
  • Funds reported $1.39B of Mercury Insurance stock for Q4 2018, up 3.2% quarter-over-quarter.
  • 45 funds opened new Mercury Insurance positions in Q4 2018 and 28 closed out, a net change of +17 holders.
  • The largest Mercury Insurance buyer in Q4 2018 was Invesco, an estimated $45.9M added.
  • The largest Mercury Insurance seller in Q4 2018 was Capital Research Global Investors, an estimated $32.6M sold.

Based on aggregated 13F filings for Q4 2018.