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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
IA
151
IFP Advisors
Florida
$8.21K -$555 -16 -7%
HNB
152
Huntington National Bank
Ohio
$7.91K +$2.25K +65 +44%
FRA
153
Front Row Advisors
California
$7.46K
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$7.13K +$1.11K +32 +20%
WTG
155
West Tower Group
Virginia
$6.57K +$3.29K +95 +117%
Bessemer Group
156
Bessemer Group
New Jersey
$5K -$14.4K -415 -75%
CJ
157
Caitlin John
Michigan
$4.48K +$4.16K +120 New
FFA
158
Farther Finance Advisors
California
$4.37K -$728 -21 -15%
First Manhattan
159
First Manhattan
New York
$3.73K
BFPW
160
BOK Financial Private Wealth
Colorado
$3.73K +$3.47K +100 New
PP
161
PFS Partners
New Jersey
$3.51K
POIA
162
Pin Oak Investment Advisors
Texas
$3K
CHA
163
Carmichael Hill & Associates
Maryland
$2.8K -$43.3K -1,249 -94%
PA
164
Parallel Advisors
California
$2.57K +$1.98K +57 +475%
QCG
165
Quadrant Capital Group
Ohio
$2.54K -$5.83K -168 -71%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$2K -$5.06K -146 -73%
JFA
167
JNBA Financial Advisors
Minnesota
$1.98K
VCM
168
Versant Capital Management
Arizona
$1.98K -$1.42K -41 -44%
JWA
169
JFS Wealth Advisors
Pennsylvania
$1.9K +$659 +19 +59%
IRC
170
Investors Research Corp
Georgia
$1.87K
EWA
171
EverSource Wealth Advisors
Alabama
$1.42K +$312 +9 +31%
HI
172
Harbour Investments
Wisconsin
$933
FMII
173
Farmers & Merchants Investments Inc
Nebraska
$784
PWMG
174
Private Wealth Management Group
New Jersey
$672 +$624 +18 New
SIC
175
SJS Investment Consulting
Ohio
$635 +$104 +3 +21%

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.