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Mercury Insurance

262 hedge funds and large institutions have $1.5B invested in Mercury Insurance in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,108% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $113K

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

19% more capital invested

Capital invested by funds: $1.26B → $1.5B (+$244M)

8% more funds holding

Funds holding: 242262 (+20)

1% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 87

0.16% more ownership

Funds ownership: 42.82%42.98% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
262
Holders Change
+20
Holders Change %
+8.26%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
88
Reduced
87
Closed
21
Calls
$2.5M
Puts
$113K
Net Calls
+$2.38M
Net Calls Change
+$873K
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
226
Arax Advisory Partners
Colorado
$10.1K
Bessemer Group
227
Bessemer Group
New Jersey
$8K +$2.38K +40 +44%
IA
228
IFP Advisors
Florida
$7.93K
OC
229
Oarsman Capital
Wisconsin
$7.87K +$7.43K +125 New
HIM
230
Hillsdale Investment Management
Ontario, Canada
$7.56K
VCM
231
Versant Capital Management
Arizona
$7.5K +$3.92K +66 +125%
QCG
232
Quadrant Capital Group
Ohio
$7.18K
TWD
233
True Wealth Design
Ohio
$7.18K +$6.77K +114 New
PP
234
PFS Partners
New Jersey
$5.92K
ICM
235
Islay Capital Management
Texas
$5.73K -$1.41M -23,683 -100%
CA
236
Continuum Advisory
Idaho
$5.72K -$178 -3 -4%
Jones Financial Companies
237
Jones Financial Companies
Missouri
$5.7K +$5.35K +90 New
CJ
238
Caitlin John
Michigan
$5.43K
SCM
239
Sterling Capital Management
North Carolina
$5.35K +$5.05K +85 New
POIA
240
Pin Oak Investment Advisors
Texas
$4K
JFA
241
JNBA Financial Advisors
Minnesota
$3.34K
JWA
242
JFS Wealth Advisors
Pennsylvania
$3.34K +$119 +2 +4%
UB
243
UMB Bank
Missouri
$3.27K +$1.31K +22 +73%
IRC
244
Investors Research Corp
Georgia
$3.15K
NECFA
245
New England Capital Financial Advisors
Connecticut
$3.15K +$2.97K +50 New
HWM
246
Hemington Wealth Management
Virginia
$3K +$2.97K +50 New
ACM
247
Aster Capital Management
United Arab Emirates
$2.08K +$1.96K +33 New
MLA
248
MB, Levis & Associates
Pennsylvania
$1.89K
MRCM
249
M&R Capital Management
New Jersey
$1.89K +$1.78K +30 New
HI
250
Harbour Investments
Wisconsin
$1.57K

MCY Hedge Fund Activity: Q3 2024 in Review

262 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q3 2024, worth a combined $1.5B — up 19% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MCY positions and 21 closed out — a net gain of 20 holders — while 88 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, adding an estimated $13.4M. The largest seller was Semper Augustus Investments Group, cutting an estimated $79.4M.

  • 262 institutional investors held Mercury Insurance (MCY) as of Q3 2024, up from 242 in Q2 2024.
  • Funds reported $1.5B of Mercury Insurance stock for Q3 2024, up 19% quarter-over-quarter.
  • 41 funds opened new Mercury Insurance positions in Q3 2024 and 21 closed out, a net change of +20 holders.
  • The largest Mercury Insurance buyer in Q3 2024 was Invesco, an estimated $13.4M added.
  • The largest Mercury Insurance seller in Q3 2024 was Semper Augustus Investments Group, an estimated $79.4M sold.

Based on aggregated 13F filings for Q3 2024.