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Mercury Insurance

270 hedge funds and large institutions have $1.32B invested in Mercury Insurance in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 87 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 19

149% more call options, than puts

Call options by funds: $5.59M | Put options by funds: $2.24M

16% more funds holding

Funds holding: 232270 (+38)

14% more capital invested

Capital invested by funds: $1.16B → $1.32B (+$162M)

6% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 82

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.55% less ownership

Funds ownership: 39.94%39.39% (-0.55%)

Holders
270
Holders Change
+38
Holders Change %
+16.38%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
59
Increased
87
Reduced
82
Closed
19
Calls
$5.59M
Puts
$2.24M
Net Calls
+$3.35M
Net Calls Change
+$108K
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
226
Macquarie Group
Australia
$75K -$11K -193 -14%
FPS
227
Fieldpoint Private Securities
Connecticut
$68K +$64.1K +1,120 New
Group One Trading
228
Group One Trading
Illinois
$67K +$34.3K +600 +120%
FCA
229
FinTrust Capital Advisors
South Carolina
$66K
JCM
230
Jacobi Capital Management
Pennsylvania
$61K
SPIA
231
Steward Partners Investment Advisory
New York
$56.6K +$50.4K +880 +1,760%
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$54K +$24.6K +430 +96%
SSC
233
Syverson Strege & Co
Iowa
$51K +$515 +9 +1%
SFS
234
Sowell Financial Services
Arkansas
$48K
EFSCE
235
Enterprise Financial Services Corp (EFSC)
Missouri
$48K +$4.86K +85 +12%
Lazard Asset Management
236
Lazard Asset Management
New York
$46K +$1.95K +34 +5%
FC
237
FORA Capital
Florida
$42K -$39.9K -698 -50%
IA
238
IFP Advisors
Florida
$42K +$7.84K +137 +24%
S
239
SignatureFD
Georgia
$40K +$2.98K +52 +8%
MA
240
Montag & Associates
Georgia
$36K
APA
241
American Portfolios Advisors
New York
$31.2K +$16K +280 +120%
CFA
242
Carroll Financial Associates
North Carolina
$30K
PCC
243
Park Circle Company
Maryland
$30K
Fidelity Investments
244
Fidelity Investments
Massachusetts
$30K +$12.6K +221 +82%
MWC
245
MBM Wealth Consultants
Missouri
$24K +$22.3K +390 New
FHA
246
First Horizon Advisors
Tennessee
$23K
JWM
247
Janiczek Wealth Management
Colorado
$23K +$7.95K +139 +60%
LIM
248
Longfellow Investment Management
Massachusetts
$21K
Loomis, Sayles & Company
249
Loomis, Sayles & Company
Massachusetts
$19K -$9.56K -167 -35%
HI
250
Harbour Investments
Wisconsin
$19K +$18.3K +319 New

MCY Hedge Fund Activity: Q1 2021 in Review

270 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q1 2021, worth a combined $1.32B — up 14% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MCY positions and 19 closed out — a net gain of 40 holders — while 87 added to existing stakes and 82 trimmed.

The largest buyer was Alleghany Corporation, opening a new position worth an estimated $19.3M. The largest seller was Westwood Holdings Group, cutting an estimated $21M.

  • 270 institutional investors held Mercury Insurance (MCY) as of Q1 2021, up from 232 in Q4 2020.
  • Funds reported $1.32B of Mercury Insurance stock for Q1 2021, up 14% quarter-over-quarter.
  • 59 funds opened new Mercury Insurance positions in Q1 2021 and 19 closed out, a net change of +40 holders.
  • The largest Mercury Insurance buyer in Q1 2021 was Alleghany Corporation, an estimated $19.3M added.
  • The largest Mercury Insurance seller in Q1 2021 was Westwood Holdings Group, an estimated $21M sold.

Based on aggregated 13F filings for Q1 2021.