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Mercury Insurance

232 hedge funds and large institutions have $1.16B invested in Mercury Insurance in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 79 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $6.34M | Put options by funds: $3.1M

29% more capital invested

Capital invested by funds: $902M → $1.16B (+$259M)

19% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 37

3% more funds holding

Funds holding: 226232 (+6)

3% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 79

0.33% more ownership

Funds ownership: 39.61%39.94% (+0.33%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
44
Increased
81
Reduced
79
Closed
37
Calls
$6.34M
Puts
$3.1M
Net Calls
+$3.24M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
26
KBC Group
Belgium
$11.4M +$1.42M +31,732 +400%
WCM
27
Wallace Capital Management
Texas
$8.73M -$111K -2,482 -1%
Principal Financial Group
28
Principal Financial Group
Iowa
$7.99M +$1.13M +25,263 +20%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$7.81M -$1.08M -24,252 -14%
N
30
Nuveen
North Carolina
$7.36M +$75.4K +1,687 +1%
AG
31
Aperio Group
California
$6.6M +$1.84M +41,188 +48%
PP
32
Prospector Partners
Connecticut
$5.22M -$7.9M -176,650 -64%
Ameriprise
33
Ameriprise
Minnesota
$5.17M -$1.94M -43,390 -30%
PPA
34
Parametric Portfolio Associates
Washington
$4.2M +$259K +5,783 +8%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$3.93M +$122K +2,733 +4%
RJA
36
Raymond James & Associates
Florida
$3.69M +$226K +5,054 +8%
MCM
37
Matarin Capital Management
New York
$3.34M -$621K -13,891 -18%
UBS AM
38
UBS AM
Illinois
$3.29M +$240K +5,365 +9%
Swiss National Bank
39
Swiss National Bank
Switzerland
$3.27M
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$3.24M -$22.2K -496 -0.8%
Victory Capital Management
41
Victory Capital Management
Texas
$3.21M +$748K +16,721 +37%
Morgan Stanley
42
Morgan Stanley
New York
$3.19M +$774K +17,315 +39%
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$3.07M -$31.3K -700 -1%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$3.02M +$1.27M +28,352 +96%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$2.97M -$129K -2,882 -5%
UBS Group
46
UBS Group
Switzerland
$2.93M +$534K +11,953 +27%
JP Morgan Chase
47
JP Morgan Chase
New York
$2.82M +$1.04M +23,240 +76%
APF
48
Alaska Permanent Fund
Alaska
$2.79M
State of New Jersey Common Pension Fund D
49
State of New Jersey Common Pension Fund D
New Jersey
$2.77M +$141K +3,163 +6%
Citadel Advisors
50
Citadel Advisors
Florida
$2.73M -$1.67M -37,237 -42%

MCY Hedge Fund Activity: Q4 2020 in Review

232 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q4 2020, worth a combined $1.16B — up 29% from $902M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new MCY positions and 37 closed out — a net gain of 7 holders — while 81 added to existing stakes and 79 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $17.9M. The largest seller was Arrowstreet Capital, cutting an estimated $8.33M.

  • 232 institutional investors held Mercury Insurance (MCY) as of Q4 2020, up from 226 in Q3 2020.
  • Funds reported $1.16B of Mercury Insurance stock for Q4 2020, up 29% quarter-over-quarter.
  • 44 funds opened new Mercury Insurance positions in Q4 2020 and 37 closed out, a net change of +7 holders.
  • The largest Mercury Insurance buyer in Q4 2020 was HighTower Advisors, an estimated $17.9M added.
  • The largest Mercury Insurance seller in Q4 2020 was Arrowstreet Capital, an estimated $8.33M sold.

Based on aggregated 13F filings for Q4 2020.