We are live on ! Find out more
MCY icon

Mercury Insurance

251 hedge funds and large institutions have $1.17B invested in Mercury Insurance in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 92 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $6.49M | Put options by funds: $4.04M

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

3% more funds holding

Funds holding: 244251 (+7)

0.25% more ownership

Funds ownership: 39.68%39.94% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $1.22B → $1.17B (-$50.5M)

4% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 92

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
3.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
88
Reduced
92
Closed
27
Calls
$6.49M
Puts
$4.04M
Net Calls
+$2.45M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$868K -$24.1K -449 -3%
Franklin Resources
102
Franklin Resources
California
$862K -$24K -447 -3%
AIL
103
AGF Investments LLC
Ontario, Canada
$832K +$272K +5,062 +48%
Barclays
104
Barclays
United Kingdom
$817K -$2.85M -53,087 -78%
RJFSA
105
Raymond James Financial Services Advisors
Florida
$804K -$136K -2,528 -14%
Canada Life
106
Canada Life
Manitoba, Canada
$801K -$8.54K -159 -1%
SG Americas Securities
107
SG Americas Securities
New York
$798K -$498K -9,268 -38%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$793K +$554K +10,308 +225%
SEI Investments
109
SEI Investments
Pennsylvania
$785K -$3.01K -56 -0.4%
OTPPB
110
Ontario Teachers' Pension Plan Board
Ontario, Canada
$761K +$157K +2,916 +26%
Bank of America
111
Bank of America
North Carolina
$758K -$1.79M -33,318 -70%
Rafferty Asset Management
112
Rafferty Asset Management
New York
$745K +$67.5K +1,257 +10%
AMCA
113
Arthur M. Cohen & Associates
Illinois
$744K -$33.6K -625 -4%
YCM
114
Yousif Capital Management
Michigan
$736K +$745K +13,869 New
RJA
115
Raymond James & Associates
Florida
$722K +$182K +3,384 +33%
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$722K +$361K +6,714 +97%
SIM
117
SummerHaven Investment Management
Connecticut
$715K
LPL Financial
118
LPL Financial
California
$710K +$34.2K +637 +5%
Prudential Financial
119
Prudential Financial
New Jersey
$705K +$442K +8,220 +162%
AAM
120
Advisors Asset Management
Colorado
$702K +$145K +2,699 +26%
MIM
121
MetLife Investment Management
New Jersey
$683K +$6.02K +112 +0.9%
LWAC
122
Laurel Wealth Advisors (California)
California
$678K -$72.8K -1,355 -10%
BC
123
Burney Company
Virginia
$663K +$13.2K +245 +2%
Comerica Bank
124
Comerica Bank
Texas
$659K +$806 +15 +0.1%
KPWS
125
Kestra Private Wealth Services
Texas
$641K +$385K +7,164 +146%

MCY Hedge Fund Activity: Q4 2021 in Review

251 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q4 2021, worth a combined $1.17B — down 4.1% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MCY positions and 27 closed out — a net gain of 7 holders — while 88 added to existing stakes and 92 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.5M. The largest seller was Wells Fargo, cutting an estimated $20.9M.

  • 251 institutional investors held Mercury Insurance (MCY) as of Q4 2021, up from 244 in Q3 2021.
  • Funds reported $1.17B of Mercury Insurance stock for Q4 2021, down 4.1% quarter-over-quarter.
  • 34 funds opened new Mercury Insurance positions in Q4 2021 and 27 closed out, a net change of +7 holders.
  • The largest Mercury Insurance buyer in Q4 2021 was Goldman Sachs, an estimated $7.5M added.
  • The largest Mercury Insurance seller in Q4 2021 was Wells Fargo, an estimated $20.9M sold.

Based on aggregated 13F filings for Q4 2021.