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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
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$5K -$3.29K -99 -41%
Bessemer Group
177
Bessemer Group
New Jersey
$5K
MCC
178
Money Concepts Capital
Florida
$4.81K +$4.69K +141 New
S
179
SignatureFD
Georgia
$4.55K -$25.4K -764 -85%
BWA
180
BDO Wealth Advisors
Florida
$3.42K
Simplex Trading
181
Simplex Trading
Illinois
$3K +$1.63K +49 +96%
EWA
182
EverSource Wealth Advisors
Alabama
$2.77K +$565 +17 +27%
EI
183
Ellevest Inc
New York
$2.02K +$1.96K +59 New
MPWT
184
MassMutual Private Wealth & Trust
Connecticut
$2K
POIA
185
Pin Oak Investment Advisors
Texas
$2K
QC
186
Quent Capital
New York
$1.92K
JFA
187
JNBA Financial Advisors
Minnesota
$1.81K
IRC
188
Investors Research Corp
Georgia
$1.71K
SC
189
Schubert & Co
Texas
$1.37K +$964 +29 +264%
JWA
190
JFS Wealth Advisors
Pennsylvania
$1.3K +$1.1K +33 +660%
PFBT
191
Parkside Financial Bank & Trust
Missouri
$1.3K +$1.16K +35 +1,167%
FFA
192
Farther Finance Advisors
California
$1.3K +$1.26K +38 New
LC
193
Lindbrook Capital
California
$1.13K -$632 -19 -37%
PA
194
Parallel Advisors
California
$992 -$11.6K -350 -92%
FMII
195
Farmers & Merchants Investments Inc
Nebraska
$718 +$299 +9 +75%
SIC
196
SJS Investment Consulting
Ohio
$479 +$166 +5 +56%
AF
197
Advisornet Financial
Minnesota
$479 +$466 +14 New
HNB
198
Huntington National Bank
Ohio
$479 +$466 +14 New
DI
199
Disciplined Investments
Oklahoma
$410 -$33 -1 -8%
AF
200
Allworth Financial
California
$205 -$1.23K -37 -86%