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Mercury Insurance

204 hedge funds and large institutions have $670M invested in Mercury Insurance in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $446K | Put options by funds: $193K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 65

2.66% more ownership

Funds ownership: 39.93%42.59% (+2.7%)

12% less funds holding

Funds holding: 233204 (-29)

32% less capital invested

Capital invested by funds: $979M → $670M (-$309M)

45% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 60

Holders
204
Holders Change
-29
Holders Change %
-12.45%
% of All Funds
3.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
85
Reduced
65
Closed
60
Calls
$446K
Puts
$193K
Net Calls
+$253K
Net Calls Change
-$721K
Name Holding Trade Value Shares
Change
Change in
Stake
APA
176
American Portfolios Advisors
New York
$9.15K
ADL
177
Asset Dedication LLC
California
$9K +$11.6K +320 New
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$8K +$7.36K +203 +327%
SWA
179
Sutton Wealth Advisors
Florida
$7.42K +$9.32K +257 +6,425%
WFA
180
Wipfli Financial Advisors
Wisconsin
$7K +$8.41K +232 New
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$7K +$8.52K +235 +2,611%
FRA
182
Front Row Advisors
California
$6K
PP
183
PFS Partners
New Jersey
$5.44K +$145 +4 +2%
Bessemer Group
184
Bessemer Group
New Jersey
$4K +$1.99K +55 +71%
BWA
185
BDO Wealth Advisors
Florida
$3K
Loomis, Sayles & Company
186
Loomis, Sayles & Company
Massachusetts
$3K +$1.49K +41 +75%
QC
187
Quent Capital
New York
$2K -$2.61K -72 -56%
JFA
188
JNBA Financial Advisors
Minnesota
$2K
POIA
189
Pin Oak Investment Advisors
Texas
$2K
MPWT
190
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.25K +62 New
EWA
191
EverSource Wealth Advisors
Alabama
$2K +$2.32K +64 New
TWA
192
TCI Wealth Advisors
Arizona
$1K -$12.3K -338 -90%
UB
193
UMB Bank
Missouri
$1K -$3.08K -85 -70%
IRC
194
Investors Research Corp
Georgia
$1K
AF
195
Allworth Financial
California
$1K +$1.41K +39 +975%
Simplex Trading
196
Simplex Trading
Illinois
$1K +$1.85K +51 New
LC
197
Lindbrook Capital
California
$1K +$1.89K +52 New
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$650 +$798K +22,014 New
CIC
199
Crawford Investment Counsel
Georgia
-$14.2M -320,216 Closed
MAM
200
Martingale Asset Management
Massachusetts
-$5.36M -120,863 Closed