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Mercury Insurance

245 hedge funds and large institutions have $1.19B invested in Mercury Insurance in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 98 increasing their positions, 76 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $2.43M

29% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 76

1% more capital invested

Capital invested by funds: $1.17B → $1.19B (+$16.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.89% less ownership

Funds ownership: 39.94%39.04% (-0.89%)

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

2% less funds holding

Funds holding: 251245 (-6)

Holders
245
Holders Change
-6
Holders Change %
-2.39%
% of All Funds
3.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
98
Reduced
76
Closed
38
Calls
$3.54M
Puts
$2.43M
Net Calls
+$1.12M
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
226
Bessemer Group
New Jersey
$4K +$323 +6 +8%
QCG
227
Quadrant Capital Group
Ohio
$4K +$3.34K +62 +344%
IRC
228
Investors Research Corp
Georgia
$3K
JFA
229
JNBA Financial Advisors
Minnesota
$3K
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$2K +$485 +9 +43%
DFCM
231
Dark Forest Capital Management
Puerto Rico
$2K +$647 +12 +36%
JWA
232
JFS Wealth Advisors
Pennsylvania
$2K +$1.02K +19 +119%
GRP
233
Global Retirement Partners
California
$2K +$2.64K +49 New
CWP
234
Concord Wealth Partners
Virginia
$1K
PCG
235
Private Capital Group
Connecticut
$1K
SC
236
Schubert & Co
Texas
$1K +$162 +3 +30%
DI
237
Disciplined Investments
Oklahoma
$1K +$593 +11 New
PFBT
238
Parkside Financial Bank & Trust
Missouri
$1K +$970 +18 New
CI
239
Cordant Inc
Oregon
$1K +$1.19K +22 New
SWA
240
Sutton Wealth Advisors
Florida
$220
Macquarie Group
241
Macquarie Group
Australia
$68
AC
242
Alleghany Corporation
New York
-$20.5M -385,700 Closed
PFS
243
Prospera Financial Services
Texas
-$2.58M -48,689 Closed
CWM
244
Cordatus Wealth Management
Pennsylvania
-$2.53M -47,698 Closed
SCP
245
Seizert Capital Partners
Michigan
-$2.15M -40,496 Closed
Tudor Investment Corp
246
Tudor Investment Corp
Connecticut
-$1.77M -33,394 Closed
LSV Asset Management
247
LSV Asset Management
Illinois
-$1.77M -33,300 Closed
National Bank of Canada
248
National Bank of Canada
Quebec, Canada
-$1.59M -30,000 Closed
SGI
249
Summit Global Investments
Utah
-$1.16M -21,788 Closed
DF
250
Donoghue Forlines
Massachusetts
-$1.12M -21,152 Closed

MCY Hedge Fund Activity: Q1 2022 in Review

245 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q1 2022, worth a combined $1.19B — up 1.4% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of MCY and 36 opened new positions — a net loss of 2 holders — while 76 trimmed existing stakes and 98 added.

The largest buyer was State Street, adding an estimated $11.8M. The largest seller was Alleghany Corporation, exiting entirely with an estimated $20.5M sold.

  • 245 institutional investors held Mercury Insurance (MCY) as of Q1 2022, down from 251 in Q4 2021.
  • Funds reported $1.19B of Mercury Insurance stock for Q1 2022, up 1.4% quarter-over-quarter.
  • 36 funds opened new Mercury Insurance positions in Q1 2022 and 38 closed out, a net change of -2 holders.
  • The largest Mercury Insurance buyer in Q1 2022 was State Street, an estimated $11.8M added.
  • The largest Mercury Insurance seller in Q1 2022 was Alleghany Corporation, an estimated $20.5M sold.

Based on aggregated 13F filings for Q1 2022.