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Mercury Insurance

228 hedge funds and large institutions have $1.2B invested in Mercury Insurance in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,499% more call options, than puts

Call options by funds: $4.54M | Put options by funds: $284K

320% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 15

36% more capital invested

Capital invested by funds: $880M → $1.2B (+$316M)

27% more funds holding

Funds holding: 180228 (+48)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.69% less ownership

Funds ownership: 42.58%41.89% (-0.69%)

29% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 76

Holders
228
Holders Change
+48
Holders Change %
+26.67%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
63
Increased
54
Reduced
76
Closed
15
Calls
$4.54M
Puts
$284K
Net Calls
+$4.26M
Net Calls Change
+$3.52M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$683K +$80.9K +1,835 +16%
LSERS
102
Louisiana State Employees Retirement System
Louisiana
$681K -$4.41K -100 -0.8%
CCG
103
Capital CS Group
California
$681K +$582K +13,189 New
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$680K -$257K -5,834 -31%
ETC
105
Exchange Traded Concepts
Oklahoma
$668K -$295K -6,677 -34%
RFG
106
Range Financial Group
Oregon
$666K +$569K +12,898 New
AG
107
Algert Global
California
$654K +$559K +12,670 New
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$634K +$44 +1 +0%
YCM
109
Yousif Capital Management
Michigan
$617K -$52.1K -1,180 -9%
Verition Fund Management
110
Verition Fund Management
Connecticut
$615K +$526K +11,923 New
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$609K -$364K -8,257 -41%
LIP
112
Lighthouse Investment Partners
Florida
$567K +$485K +10,997 New
CIM
113
Cambria Investment Management
California
$555K +$474K +10,748 New
HighTower Advisors
114
HighTower Advisors
Illinois
$554K -$12.6K -286 -3%
CIC
115
Cornercap Investment Counsel
Georgia
$553K +$473K +10,717 New
CMF
116
Counterpoint Mutual Funds
California
$533K +$456K +10,337 New
MSRPS
117
Maryland State Retirement & Pension System
Maryland
$495K -$9.4K -213 -2%
CANY
118
Caxton Associates (New York)
New York
$486K +$415K +9,417 New
SOW
119
State of Wyoming
Wyoming
$474K +$314K +7,111 +344%
ECM
120
ExodusPoint Capital Management
New York
$461K +$394K +8,930 New
Cerity Partners
121
Cerity Partners
New York
$460K -$806K -18,279 -67%
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$451K -$19.5K -441 -5%
WIM
123
Wittenberg Investment Management
Massachusetts
$447K
AB
124
Amalgamated Bank
New York
$429K -$64K -1,451 -15%
TRSOTSOK
125
Teachers Retirement System of the State of Kentucky
Kentucky
$425K

MCY Hedge Fund Activity: Q1 2024 in Review

228 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q1 2024, worth a combined $1.2B — up 36% from $880M a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MCY positions and 15 closed out — a net gain of 48 holders — while 54 added to existing stakes and 76 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $13.5M. The largest seller was BlackRock, cutting an estimated $39.1M.

  • 228 institutional investors held Mercury Insurance (MCY) as of Q1 2024, up from 180 in Q4 2023.
  • Funds reported $1.2B of Mercury Insurance stock for Q1 2024, up 36% quarter-over-quarter.
  • 63 funds opened new Mercury Insurance positions in Q1 2024 and 15 closed out, a net change of +48 holders.
  • The largest Mercury Insurance buyer in Q1 2024 was Arrowstreet Capital, an estimated $13.5M added.
  • The largest Mercury Insurance seller in Q1 2024 was BlackRock, an estimated $39.1M sold.

Based on aggregated 13F filings for Q1 2024.