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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
GFA
126
Gifford Fong Associates
California
$112K
Osaic Holdings
127
Osaic Holdings
Arizona
$108K -$1.63K -47 -2%
AIP
128
Ameritas Investment Partners
Nebraska
$99.4K
SOW
129
State of Wyoming
Wyoming
$77.1K -$15.1K -436 -17%
GRP
130
Global Retirement Partners
California
$66.7K +$57.9K +1,668 +5,213%
MLICM
131
Metropolitan Life Insurance Company (MetLife)
New York
$57.8K
ASN
132
Advisory Services Network
Georgia
$57.7K +$53.7K +1,547 New
C
133
Covestor
United Kingdom
$48K +$44.9K +1,296 +32,400%
KBC Group
134
KBC Group
Belgium
$46K
PTC
135
Private Trust Company
Ohio
$41.7K
Simplex Trading
136
Simplex Trading
Illinois
$37K +$34.9K +1,006 New
LFG
137
Larson Financial Group
Missouri
$33.6K
QL
138
Quarry LP
New York
$32.7K +$7.98K +230 +36%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$29.7K +$8.29K +239 +43%
AA
140
Ancora Advisors
Ohio
$26.1K
Russell Investments Group
141
Russell Investments Group
United Kingdom
$25.8K -$790K -22,766 -97%
FBC
142
Fairfield, Bush & Co
Connecticut
$22.6K +$21K +606 New
A
143
AlphaQuest
New York
$16K +$14.9K +430 New
Nomura Asset Management
144
Nomura Asset Management
Japan
$14.9K
BTI
145
Blue Trust Inc
Georgia
$14K +$17.1K +494 New
RIL
146
Rothschild Investment LLC
Illinois
$13.1K +$12.1K +350 New
ADL
147
Asset Dedication LLC
California
$12K
S
148
SignatureFD
Georgia
$10.1K +$798 +23 +9%
GI
149
GAMMA Investing
California
$9.41K +$8.15K +235 New
LC
150
Lindbrook Capital
California
$9.37K +$486 +14 +6%

MCY Hedge Fund Activity: Q4 2023 in Review

180 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q4 2023, worth a combined $880M — up 35% from $652M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MCY positions and 17 closed out — a net gain of 11 holders — while 55 added to existing stakes and 71 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.5M. The largest seller was Millennium Management, cutting an estimated $8.33M.

  • 180 institutional investors held Mercury Insurance (MCY) as of Q4 2023, up from 170 in Q3 2023.
  • Funds reported $880M of Mercury Insurance stock for Q4 2023, up 35% quarter-over-quarter.
  • 28 funds opened new Mercury Insurance positions in Q4 2023 and 17 closed out, a net change of +11 holders.
  • The largest Mercury Insurance buyer in Q4 2023 was Morgan Stanley, an estimated $18.5M added.
  • The largest Mercury Insurance seller in Q4 2023 was Millennium Management, an estimated $8.33M sold.

Based on aggregated 13F filings for Q4 2023.