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Mercury Insurance

173 hedge funds and large institutions have $1.01B invested in Mercury Insurance in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,174% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $57K

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 45

7% more funds holding

Funds holding: 162173 (+11)

5% more capital invested

Capital invested by funds: $962M → $1.01B (+$48.5M)

0.16% more ownership

Funds ownership: 38.92%39.07% (+0.16%)

Holders
173
Holders Change
+11
Holders Change %
+6.79%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
23
Increased
71
Reduced
45
Closed
11
Calls
$2.44M
Puts
$57K
Net Calls
+$2.38M
Net Calls Change
+$338K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$6.71M +$6.1M +129,871 +1,022%
Robeco Institutional Asset Management
27
Robeco Institutional Asset Management
Netherlands
$6.32M +$723K +15,400 +13%
STCG
28
Speece Thorson Capital Group
Minnesota
$6.04M -$43.2K -920 -0.7%
PPA
29
Parametric Portfolio Associates
Washington
$5.17M +$766K +16,308 +17%
Citadel Advisors
30
Citadel Advisors
Florida
$5.07M +$4.48M +95,449 +770%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$4.87M -$51.7K -1,100 -1%
CGT
32
Capital Guardian Trust
California
$4.8M +$502K +10,687 +12%
CIC
33
Crawford Investment Counsel
Georgia
$4.7M +$178K +3,799 +4%
FIM
34
Frontier Investment Management
Texas
$4.64M +$490K +10,432 +12%
BIM
35
BlackRock Investment Management
Delaware
$4.4M -$23.3K -495 -0.5%
Principal Financial Group
36
Principal Financial Group
Iowa
$4.33M +$280K +5,962 +7%
Charles Schwab
37
Charles Schwab
California
$4.33M +$273K +5,809 +7%
ARC
38
Absolute Return Capital
Massachusetts
$4.12M -$695K -14,803 -14%
Ameriprise
39
Ameriprise
Minnesota
$4.06M +$16.7K +356 +0.4%
AIG
40
American International Group
New York
$3.44M -$187K -3,981 -5%
RC
41
Roundview Capital
New Jersey
$3.2M +$152K +3,229 +5%
JP Morgan Chase
42
JP Morgan Chase
New York
$3.15M -$1.62M -34,572 -34%
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$2.88M
NFA
44
Nationwide Fund Advisors
Ohio
$2.87M +$60.9K +1,297 +2%
GC
45
Guggenheim Capital
Illinois
$2.8M +$445K +9,479 +19%
BG
46
BlackRock Group
United Kingdom
$2.71M -$678K -14,440 -20%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$2.71M +$4.7K +100 +0.2%
FCM
48
Fairholme Capital Management
Florida
$2.52M +$2.52M +53,600 New
HighTower Advisors
49
HighTower Advisors
Illinois
$2.49M -$38.5K -820 -2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$2.43M +$1.06M +22,495 +77%

MCY Hedge Fund Activity: Q2 2014 in Review

173 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q2 2014, worth a combined $1.01B — up 5% from $962M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MCY positions and 11 closed out — a net gain of 12 holders — while 71 added to existing stakes and 45 trimmed.

The largest buyer was Norges Bank, adding an estimated $15.4M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $24.3M sold.

  • 173 institutional investors held Mercury Insurance (MCY) as of Q2 2014, up from 162 in Q1 2014.
  • Funds reported $1.01B of Mercury Insurance stock for Q2 2014, up 5% quarter-over-quarter.
  • 23 funds opened new Mercury Insurance positions in Q2 2014 and 11 closed out, a net change of +12 holders.
  • The largest Mercury Insurance buyer in Q2 2014 was Norges Bank, an estimated $15.4M added.
  • The largest Mercury Insurance seller in Q2 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $24.3M sold.

Based on aggregated 13F filings for Q2 2014.