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Mercury Insurance

223 hedge funds and large institutions have $960M invested in Mercury Insurance in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 78 increasing their positions, 72 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 72

1% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $1.96M

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

1.03% less ownership

Funds ownership: 43.44%42.41% (-1%)

2% less funds holding

Funds holding: 228223 (-5)

18% less capital invested

Capital invested by funds: $1.17B → $960M (-$212M)

Holders
223
Holders Change
-5
Holders Change %
-2.19%
% of All Funds
4.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
38
Increased
78
Reduced
72
Closed
39
Calls
$1.98M
Puts
$1.96M
Net Calls
+$25K
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
SAIG
26
Semper Augustus Investments Group
Colorado
$7.76M +$3.78M +82,942 +77%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$7.71M +$2.37M +51,875 +38%
Wells Fargo
28
Wells Fargo
California
$6.8M -$1.8M -39,522 -19%
PFMOSF
29
Philadelphia Financial Management of San Francisco
California
$6.63M +$7.43M +162,779 New
Ensign Peak Advisors
30
Ensign Peak Advisors
Utah
$6.3M +$3.28M +71,820 +87%
Citadel Advisors
31
Citadel Advisors
Florida
$6.19M +$2.79M +61,257 +67%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$5.99M +$4.9M +107,362 +270%
WG
33
Winton Group
United Kingdom
$5.77M +$464K +10,163 +8%
Morgan Stanley
34
Morgan Stanley
New York
$5.45M -$1.16M -25,488 -16%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$5.3M +$5.94M +130,100 New
MCM
36
Matarin Capital Management
New York
$5.22M -$23.3K -511 -0.4%
M&T Bank
37
M&T Bank
New York
$5.09M +$5.7K +125 New
PIG
38
Pantheon Investment Group
California
$4.83M +$2.4M +52,521 +79%
Principal Financial Group
39
Principal Financial Group
Iowa
$4.71M +$25.2K +552 +0.5%
MSL
40
Mackay Shields LLC
New York
$4.42M +$2.7M +59,204 +120%
Squarepoint
41
Squarepoint
New York
$3.66M -$42.4K -929 -1%
Man Group
42
Man Group
United Kingdom
$3.6M -$3.09M -67,654 -43%
Bank of Nova Scotia
43
Bank of Nova Scotia
Ontario, Canada
$3.27M +$3.67M +80,403 New
Marshall Wace
44
Marshall Wace
United Kingdom
$3.17M +$2.98M +65,405 +526%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$3.02M +$293K +6,426 +9%
Mackenzie Financial
46
Mackenzie Financial
Ontario, Canada
$2.76M -$1.39M -30,574 -31%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$2.75M +$2.85M +62,519 +1,258%
RA
48
Royce & Associates
New York
$2.64M
Two Sigma Advisers
49
Two Sigma Advisers
New York
$2.52M +$269K +5,900 +11%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$2.51M -$3.03M -66,309 -52%

MCY Hedge Fund Activity: Q1 2020 in Review

223 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q1 2020, worth a combined $960M — down 18% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of MCY and 38 opened new positions — a net loss of 1 holder — while 72 trimmed existing stakes and 78 added.

The largest buyer was Renaissance Technologies, adding an estimated $10.2M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $35.3M sold.

  • 223 institutional investors held Mercury Insurance (MCY) as of Q1 2020, down from 228 in Q4 2019.
  • Funds reported $960M of Mercury Insurance stock for Q1 2020, down 18% quarter-over-quarter.
  • 38 funds opened new Mercury Insurance positions in Q1 2020 and 39 closed out, a net change of -1 holder.
  • The largest Mercury Insurance buyer in Q1 2020 was Renaissance Technologies, an estimated $10.2M added.
  • The largest Mercury Insurance seller in Q1 2020 was Vaughan Nelson Investment Management, an estimated $35.3M sold.

Based on aggregated 13F filings for Q1 2020.