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Mercury Insurance

244 hedge funds and large institutions have $1.22B invested in Mercury Insurance in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 90 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $4.52M | Put options by funds: $3.07M

0.7% less ownership

Funds ownership: 40.39%39.68% (-0.7%)

2% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 92

5% less funds holding

Funds holding: 257244 (-13)

16% less capital invested

Capital invested by funds: $1.45B → $1.22B (-$226M)

36% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 28

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
244
Holders Change
-13
Holders Change %
-5.06%
% of All Funds
4.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
90
Reduced
92
Closed
28
Calls
$4.52M
Puts
$3.07M
Net Calls
+$1.45M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
126
Raymond James & Associates
Florida
$569K +$56.9K +953 +10%
GA
127
GFS Advisors
Texas
$557K
ACM
128
AlphaCrest Capital Management
New York
$554K +$354K +5,923 +147%
ETC
129
Exchange Traded Concepts
Oklahoma
$543K +$19.3K +323 +3%
Treasurer of the State of North Carolina
130
Treasurer of the State of North Carolina
North Carolina
$533K +$19K +319 +3%
PI
131
PEAK6 Investments
Illinois
$528K +$533K +8,926 +1,597%
SN
132
Sittner & Nelson
Oregon
$519K +$203K +3,400 +57%
Jane Street
133
Jane Street
New York
$510K +$547K +9,159 New
Bank of Nova Scotia
134
Bank of Nova Scotia
Ontario, Canada
$498K -$1.46M -24,373 -73%
OPERF
135
Oregon Public Employees Retirement Fund
Oregon
$496K -$7.05K -118 -1%
COPPSERS
136
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$489K -$4.36K -73 -0.8%
HFS
137
Howard Financial Services
Texas
$458K +$2.39K +40 +0.5%
BDF
138
Balasa Dinverno & Foltz
$447K +$292K +4,886 +155%
HAIM
139
Hunter Associates Investment Management
Pennsylvania
$445K +$239K +4,000 +100%
Neuberger Berman Group
140
Neuberger Berman Group
New York
$437K +$215K +3,597 +77%
PAM
141
Panagora Asset Management
Massachusetts
$436K -$90K -1,507 -16%
SFI
142
Susquehanna Fundamental Investments
Pennsylvania
$425K +$456K +7,640 New
ASRS
143
Arizona State Retirement System
Arizona
$420K +$1.01K +17 +0.2%
IA
144
IndexIQ Advisors
New York
$412K +$44.2K +740 +11%
AIP
145
Ameritas Investment Partners
Nebraska
$392K -$18.6K -312 -4%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$387K -$6.51K -109 -2%
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$385K +$33.3K +558 +9%
Envestnet Asset Management
148
Envestnet Asset Management
Illinois
$384K -$37.3K -624 -8%
LSERS
149
Louisiana State Employees Retirement System
Louisiana
$379K -$5.97K -100 -1%
SOMRS
150
State of Michigan Retirement System
Michigan
$371K

MCY Hedge Fund Activity: Q3 2021 in Review

244 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q3 2021, worth a combined $1.22B — down 16% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of MCY and 18 opened new positions — a net loss of 10 holders — while 92 trimmed existing stakes and 90 added.

The largest buyer was Ameriprise, adding an estimated $12.6M. The largest seller was LSV Asset Management, cutting an estimated $11.5M.

  • 244 institutional investors held Mercury Insurance (MCY) as of Q3 2021, down from 257 in Q2 2021.
  • Funds reported $1.22B of Mercury Insurance stock for Q3 2021, down 16% quarter-over-quarter.
  • 18 funds opened new Mercury Insurance positions in Q3 2021 and 28 closed out, a net change of -10 holders.
  • The largest Mercury Insurance buyer in Q3 2021 was Ameriprise, an estimated $12.6M added.
  • The largest Mercury Insurance seller in Q3 2021 was LSV Asset Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2021.