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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
GSWM
251
Golden State Wealth Management
California
$6.65K +$7.03K +100 New
NWWA
252
New Wave Wealth Advisors
Arkansas
$6.65K +$7.03K +100 New
PP
253
PFS Partners
New Jersey
$6.25K
TWC
254
TD Waterhouse Canada
Ontario, Canada
$5.52K +$5.84K +83 New
CA
255
Continuum Advisory
Idaho
$5.18K
CJ
256
Caitlin John
Michigan
$4.87K
MLA
257
MB, Levis & Associates
Pennsylvania
$4.45K +$2.6K +37 +123%
VCM
258
Versant Capital Management
Arizona
$4.39K -$3.73K -53 -45%
POIA
259
Pin Oak Investment Advisors
Texas
$4K
HWM
260
Hemington Wealth Management
Virginia
$4K +$1.34K +19 +38%
JWA
261
JFS Wealth Advisors
Pennsylvania
$3.66K +$141 +2 +4%
JFA
262
JNBA Financial Advisors
Minnesota
$3.52K
UB
263
UMB Bank
Missouri
$3.46K
HNB
264
Huntington National Bank
Ohio
$2.99K -$12.7K -181 -80%
Creative Planning
265
Creative Planning
Kansas
$2.79K +$2.95K +42 New
SO
266
Sierra Ocean
California
$2.06K +$2.18K +31 New
PS
267
Principal Securities
Iowa
$1.53K
FMII
268
Farmers & Merchants Investments Inc
Nebraska
$1.26K
PWMG
269
Private Wealth Management Group
New Jersey
$1.2K
CA
270
CoreCap Advisors
Michigan
$1.13K +$1.2K +17 New
HCP
271
Hexagon Capital Partners
Arkansas
$1.13K +$1.2K +17 New
PMAM
272
Picton Mahoney Asset Management
Ontario, Canada
$1K
SIC
273
SJS Investment Consulting
Ohio
$998 -$211 -3 -17%
DPW
274
DiNuzzo Private Wealth
Pennsylvania
$998 +$211 +3 +25%
FHA
275
First Horizon Advisors
Tennessee
$864 +$914 +13 New

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.