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Mercury Insurance

284 hedge funds and large institutions have $1.6B invested in Mercury Insurance in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

82% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $758K

15% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 84

8% more funds holding

Funds holding: 262284 (+22)

6% more capital invested

Capital invested by funds: $1.5B → $1.6B (+$95.4M)

0.46% more ownership

Funds ownership: 42.98%43.43% (+0.46%)

Holders
284
Holders Change
+22
Holders Change %
+8.4%
% of All Funds
3.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
56
Increased
97
Reduced
84
Closed
30
Calls
$1.38M
Puts
$758K
Net Calls
+$618K
Net Calls Change
-$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
151
NewEdge Advisors
Louisiana
$465K +$470K +6,690 +2,230%
SWP
152
Stratos Wealth Partners
Ohio
$445K +$1.69K +24 +0.4%
CCIA
153
Campbell & Co Investment Adviser
Maryland
$444K -$417K -5,923 -47%
SPA
154
Sherbrooke Park Advisers
New York
$434K +$220K +3,131 +92%
PWS
155
Precision Wealth Strategies
Missouri
$424K +$449K +6,380 New
TI
156
Tidal Investments
Wisconsin
$423K +$85K +1,208 +23%
Westfield Capital Management
157
Westfield Capital Management
Massachusetts
$422K
SSA
158
Schonfeld Strategic Advisors
New York
$419K -$1.51M -21,446 -77%
OPERF
159
Oregon Public Employees Retirement Fund
Oregon
$417K
KK
160
KLP Kapitalforvaltning
Norway
$406K +$429K +6,100 New
VI
161
Versor Investments
New York
$406K +$429K +6,100 New
MWPCG
162
Measured Wealth Private Client Group
New Hampshire
$403K +$426K +6,056 New
SEI Investments
163
SEI Investments
Pennsylvania
$402K -$416K -5,916 -49%
II
164
Inspire Investing
Idaho
$399K -$39.2K -558 -9%
BF
165
BOK Financial
Oklahoma
$393K -$72.6K -1,032 -11%
PFSRSONJ
166
Police & Firemen's Retirement System of New Jersey
New Jersey
$379K +$400K +5,695 New
COPPSERS
167
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$377K -$492 -7 -0.1%
CM
168
Crestline Management
Texas
$375K +$397K +5,641 New
Envestnet Asset Management
169
Envestnet Asset Management
Illinois
$368K +$24.8K +353 +7%
BPWM
170
Black Point Wealth Management
Florida
$348K +$70 +1 +0%
CIC
171
Cornercap Investment Counsel
Georgia
$340K
VF
172
Virtu Financial
New York
$331K +$351K +4,986 New
OR
173
Olympiad Research
Connecticut
$323K +$342K +4,861 New
GCM
174
Graham Capital Management
Connecticut
$316K -$251K -3,575 -43%
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$313K +$9.78K +139 +3%

MCY Hedge Fund Activity: Q4 2024 in Review

284 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q4 2024, worth a combined $1.6B — up 6.3% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new MCY positions and 30 closed out — a net gain of 26 holders — while 97 added to existing stakes and 84 trimmed.

The largest buyer was State Street, adding an estimated $21M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $26.1M sold.

  • 284 institutional investors held Mercury Insurance (MCY) as of Q4 2024, up from 262 in Q3 2024.
  • Funds reported $1.6B of Mercury Insurance stock for Q4 2024, up 6.3% quarter-over-quarter.
  • 56 funds opened new Mercury Insurance positions in Q4 2024 and 30 closed out, a net change of +26 holders.
  • The largest Mercury Insurance buyer in Q4 2024 was State Street, an estimated $21M added.
  • The largest Mercury Insurance seller in Q4 2024 was Driehaus Capital Management, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2024.