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Mercury Insurance

180 hedge funds and large institutions have $880M invested in Mercury Insurance in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $537K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

35% more capital invested

Capital invested by funds: $652M → $880M (+$227M)

6% more funds holding

Funds holding: 170180 (+10)

0.56% more ownership

Funds ownership: 42.02%42.58% (+0.56%)

23% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 71

Holders
180
Holders Change
+10
Holders Change %
+5.88%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
55
Reduced
71
Closed
17
Calls
$1.27M
Puts
$537K
Net Calls
+$731K
Net Calls Change
-$258K
Name Holding Trade Value Shares
Change
Change in
Stake
Assenagon Asset Management
26
Assenagon Asset Management
Luxembourg
$3.79M +$411K +11,839 +13%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$3.2M -$61.6K -1,777 -2%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$3.09M -$3.15M -90,962 -52%
BIP
29
Brandes Investment Partners
California
$2.97M +$354K +10,197 +15%
Legal & General Group
30
Legal & General Group
United Kingdom
$2.82M +$18.2K +526 +0.7%
DADC
31
D.A. Davidson & Co
Montana
$2.63M -$433K -12,497 -15%
UBS Group
32
UBS Group
Switzerland
$2.44M +$534K +15,406 +31%
JP Morgan Chase
33
JP Morgan Chase
New York
$2.42M +$855K +24,653 +61%
WCM
34
Wallace Capital Management
Texas
$2.29M -$46.1K -1,330 -2%
PAM
35
Panagora Asset Management
Massachusetts
$2.13M +$1.13M +32,439 +132%
Public Sector Pension Investment Board (PSP Investments)
36
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.06M +$774K +22,303 +68%
Swiss National Bank
37
Swiss National Bank
Switzerland
$2.04M -$218K -6,300 -10%
Bank of America
38
Bank of America
North Carolina
$2.03M -$354K -10,218 -16%
New York State Teachers Retirement System (NYSTRS)
39
New York State Teachers Retirement System (NYSTRS)
New York
$1.79M -$3.47K -100 -0.2%
Barclays
40
Barclays
United Kingdom
$1.58M +$799K +23,034 +120%
SIA
41
Sit Investment Associates
Minnesota
$1.43M +$1.33M +38,250 New
KPWS
42
Kestra Private Wealth Services
Texas
$1.42M +$5.48K +158 +0.4%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$1.4M -$219K -6,318 -14%
UBS AM
44
UBS AM
Illinois
$1.28M
Allianz Asset Management
45
Allianz Asset Management
Germany
$1.26M +$564K +16,264 +93%
Two Sigma Investments
46
Two Sigma Investments
New York
$1.23M -$1.77M -51,143 -61%
Connor, Clark & Lunn Investment Management (CC&L)
47
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.19M -$394K -11,359 -26%
MAM
48
Martingale Asset Management
Massachusetts
$1.17M +$1.08M +31,229 New
Prudential Financial
49
Prudential Financial
New Jersey
$1.15M -$25.1K -724 -2%
American Century Companies
50
American Century Companies
Missouri
$1.13M +$342K +9,853 +48%