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Mercury Insurance

200 hedge funds and large institutions have $747M invested in Mercury Insurance in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $985K | Put options by funds: $766K

11% more capital invested

Capital invested by funds: $670M → $747M (+$76.9M)

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

0.96% less ownership

Funds ownership: 42.59%41.63% (-0.96%)

6% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 70

2% less funds holding

Funds holding: 204200 (-4)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
200
Holders Change
-4
Holders Change %
-1.96%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
66
Reduced
70
Closed
36
Calls
$985K
Puts
$766K
Net Calls
+$219K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Change in
Stake
CHA
151
Carmichael Hill & Associates
Maryland
$50K +$366 +11 +0.8%
TRCT
152
Tower Research Capital (TRC)
New York
$47K -$494K -14,868 -92%
Dimensional Fund Advisors
153
Dimensional Fund Advisors
Texas
$41.8K -$1.68M -50,654 -4%
PTC
154
Private Trust Company
Ohio
$38K
Balyasny Asset Management
155
Balyasny Asset Management
Illinois
$37.4K +$36.4K +1,094 New
NA
156
NewEdge Advisors
Louisiana
$34.2K +$33.3K +1,000 New
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$32K -$60.9K -1,832 -66%
SSC
158
Syverson Strege & Co
Iowa
$31.1K +$299 +9 +1%
QL
159
Quarry LP
New York
$30.8K +$30K +902 New
CSPIA
160
Cary Street Partners Investment Advisory
Virginia
$27.4K +$26.6K +800 New
FMP
161
Financial Management Professionals
Texas
$27K +$26.2K +787 New
QCG
162
Quadrant Capital Group
Ohio
$25.8K -$9.54K -287 -28%
AA
163
Ancora Advisors
Ohio
$24K
VCM
164
Versant Capital Management
Arizona
$19.7K +$898 +27 +5%
BTI
165
Blue Trust Inc
Georgia
$17K -$5.52K -166 -21%
Fuller & Thaler Asset Management
166
Fuller & Thaler Asset Management
California
$16K -$9.14K -275 -36%
Nomura Asset Management
167
Nomura Asset Management
Japan
$13.7K
ADL
168
Asset Dedication LLC
California
$11K
BAM
169
Belpointe Asset Management
Nevada
$10.8K +$10.5K +315 New
SWA
170
Sutton Wealth Advisors
Florida
$8.79K -$133 -4 -2%
FRA
171
Front Row Advisors
California
$7K
TWA
172
TCI Wealth Advisors
Arizona
$6.94K +$5.55K +167 +464%
PP
173
PFS Partners
New Jersey
$6.6K +$67 +2 +1%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$6.43K -$2.56K -77 -29%
CA
175
CoreCap Advisors
Michigan
$5.99K +$5.82K +175 New