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Mercury Insurance

230 hedge funds and large institutions have $1.24B invested in Mercury Insurance in 2019 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 71 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

424% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $250K

28% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 71

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 236230 (-6)

3.66% less ownership

Funds ownership: 48.45%44.79% (-3.7%)

10% less capital invested

Capital invested by funds: $1.39B → $1.24B (-$144M)

14% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 36

Holders
230
Holders Change
-6
Holders Change %
-2.54%
% of All Funds
4.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
91
Reduced
71
Closed
36
Calls
$1.31M
Puts
$250K
Net Calls
+$1.06M
Net Calls Change
-$821K
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
76
Snowden Capital Advisors
New York
$1.36M +$28.5K +549 +2%
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$1.31M -$289K -5,562 -17%
First Manhattan
78
First Manhattan
New York
$1.24M -$132K -2,542 -9%
MOACM
79
Mutual of America Capital Management
New York
$1.2M +$13.3K +256 +1%
AG
80
Aperio Group
California
$1.19M +$489K +9,417 +66%
OAM
81
Oxford Asset Management
United Kingdom
$1.18M +$673K +12,970 +122%
Bank of Nova Scotia
82
Bank of Nova Scotia
Ontario, Canada
$1.15M +$1.19M +22,900 New
FIA
83
Foundations Investment Advisors
Arizona
$1.11M +$27.3K +525 +2%
WCM
84
Weld Capital Management
New York
$1.09M +$1.14M +21,871 New
BAM
85
Blueshift Asset Management
New Jersey
$1.07M +$1.11M +21,429 New
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$1M -$517K -9,958 -33%
ASRS
87
Arizona State Retirement System
Arizona
$975K +$415 +8 +0%
LPL Financial
88
LPL Financial
California
$969K +$270K +5,192 +37%
MSL
89
Mackay Shields LLC
New York
$961K +$170K +3,276 +21%
TPSF
90
Texas Permanent School Fund
Texas
$922K +$34.6K +667 +4%
WI
91
WBI Investments
New Jersey
$917K +$476K +9,179 +101%
Comerica Bank
92
Comerica Bank
Texas
$905K -$1.87K -36 -0.2%
Prudential Financial
93
Prudential Financial
New Jersey
$898K -$1.28M -24,750 -58%
DADC
94
D.A. Davidson & Co
Montana
$886K +$4.21K +81 +0.5%
Asset Management One
95
Asset Management One
Japan
$857K -$2.34K -45 -0.3%
Canada Life
96
Canada Life
Manitoba, Canada
$852K +$52.6K +1,013 +6%
AAM
97
Advisors Asset Management
Colorado
$828K +$59.9K +1,154 +7%
MIM
98
MetLife Investment Management
New Jersey
$828K -$260 -5 -0%
O
99
OppenheimerFunds
New York
$826K -$166K -3,199 -16%
Voloridge Investment Management
100
Voloridge Investment Management
Florida
$826K +$856K +16,496 New

MCY Hedge Fund Activity: Q1 2019 in Review

230 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q1 2019, worth a combined $1.24B — down 10% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of MCY and 31 opened new positions — a net loss of 5 holders — while 71 trimmed existing stakes and 91 added.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $45.6M. The largest seller was State Street, cutting an estimated $131M.

  • 230 institutional investors held Mercury Insurance (MCY) as of Q1 2019, down from 236 in Q4 2018.
  • Funds reported $1.24B of Mercury Insurance stock for Q1 2019, down 10% quarter-over-quarter.
  • 31 funds opened new Mercury Insurance positions in Q1 2019 and 36 closed out, a net change of -5 holders.
  • The largest Mercury Insurance buyer in Q1 2019 was Vaughan Nelson Investment Management, an estimated $45.6M added.
  • The largest Mercury Insurance seller in Q1 2019 was State Street, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2019.