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Mercury Insurance

284 hedge funds and large institutions have $1.6B invested in Mercury Insurance in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

82% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $758K

15% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 84

8% more funds holding

Funds holding: 262284 (+22)

6% more capital invested

Capital invested by funds: $1.5B → $1.6B (+$95.4M)

0.46% more ownership

Funds ownership: 42.98%43.43% (+0.46%)

Holders
284
Holders Change
+22
Holders Change %
+8.4%
% of All Funds
3.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
56
Increased
97
Reduced
84
Closed
30
Calls
$1.38M
Puts
$758K
Net Calls
+$618K
Net Calls Change
-$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
226
EverSource Wealth Advisors
Alabama
$27.5K +$9.07K +129 +45%
QL
227
Quarry LP
New York
$26.1K -$53.3K -758 -66%
AF
228
Allworth Financial
California
$25.6K -$352 -5 -0.9%
RIL
229
Rothschild Investment LLC
Illinois
$25.6K
ADL
230
Asset Dedication LLC
California
$21.3K
C
231
Covestor
United Kingdom
$20K +$7.74K +110 +58%
MTC
232
Matrix Trust Company
Colorado
$20K +$20.7K +294 New
LI
233
LRI Investments
Florida
$19.9K
S
234
SignatureFD
Georgia
$18.5K -$422 -6 -2%
NWM
235
Navigoe Wealth Management
California
$17K +$18K +256 New
LC
236
Lindbrook Capital
California
$16.8K
CFB
237
Cullen/Frost Bankers
Texas
$15K +$1.76K +25 +13%
PA
238
Parallel Advisors
California
$13.7K +$2.6K +37 +22%
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.3K
National Bank of Canada
240
National Bank of Canada
Quebec, Canada
$11.4K +$12K +171 New
AAP
241
Arax Advisory Partners
Colorado
$10.7K
AWM
242
Avior Wealth Management
Nebraska
$10.5K -$1.76K -25 -14%
AG
243
AmeriFlex Group
Nevada
$10.2K +$14.4K +205 New
TWD
244
True Wealth Design
Ohio
$9.31K +$1.83K +26 +23%
Bessemer Group
245
Bessemer Group
New Jersey
$9K
IA
246
IFP Advisors
Florida
$8.84K +$492 +7 +6%
OC
247
Oarsman Capital
Wisconsin
$8.31K
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$8.04K -$6.12K -87 -42%
HIM
249
Hillsdale Investment Management
Ontario, Canada
$7.98K
QCG
250
Quadrant Capital Group
Ohio
$7.58K

MCY Hedge Fund Activity: Q4 2024 in Review

284 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q4 2024, worth a combined $1.6B — up 6.3% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new MCY positions and 30 closed out — a net gain of 26 holders — while 97 added to existing stakes and 84 trimmed.

The largest buyer was State Street, adding an estimated $21M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $26.1M sold.

  • 284 institutional investors held Mercury Insurance (MCY) as of Q4 2024, up from 262 in Q3 2024.
  • Funds reported $1.6B of Mercury Insurance stock for Q4 2024, up 6.3% quarter-over-quarter.
  • 56 funds opened new Mercury Insurance positions in Q4 2024 and 30 closed out, a net change of +26 holders.
  • The largest Mercury Insurance buyer in Q4 2024 was State Street, an estimated $21M added.
  • The largest Mercury Insurance seller in Q4 2024 was Driehaus Capital Management, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2024.