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Mercury Insurance
MCY

Overview Fund Activity

190 hedge funds and large institutions have $747M invested in Mercury Insurance in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-10
Holders Change %
-5%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
70
Reduced
72
Closed
25
Calls
$1.5M
Puts
$66K
Net Calls
+$1.44M
Net Calls Change
+$1.22M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$48.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$10.9M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$7.05M
4
BC
4
Brookfield Corp
Ontario, Canada
$4.93M
5
AG
5
Algert Global
California
$3.13M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$14M
2
Millennium Management
2
Millennium Management
New York
$14.1M
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$4.51M
5
Invesco
5
Invesco
Georgia
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
POIA
176
Pin Oak Investment Advisors
Texas
$2K – – –
EI
177
Ellevest Inc
New York
$1.87K – – –
QC
178
Quent Capital
New York
$1.78K – – –
JFA
179
JNBA Financial Advisors
Minnesota
$1.68K – – –
IRC
180
Investors Research Corp
Georgia
$1.59K – – –
SC
181
Schubert & Co
Texas
$1.24K -$32 -1 -3%
PFBT
182
Parkside Financial Bank & Trust
Missouri
$1.21K – – –
FFA
183
Farther Finance Advisors
California
$1.21K – – –
BAM
184
Belpointe Asset Management
Nevada
$1.11K -$8.89K -280 -89%
GRP
185
Global Retirement Partners
California
$936 +$936 +32 New
JWA
186
JFS Wealth Advisors
Pennsylvania
$826 -$381 -12 -32%
FMII
187
Farmers & Merchants Investments Inc
Nebraska
$667 – – –
Commonwealth Equity Services
188
Commonwealth Equity Services
Massachusetts
$486 -$92 -2,895 -16%
DI
189
Disciplined Investments
Oklahoma
$381 – – –
SIC
190
SJS Investment Consulting
Ohio
$350 -$95 -3 -21%
AF
191
Advisornet Financial
Minnesota
$63 -$378 -12 -86%
BGIM
192
Brandywine Global Investment Management
Pennsylvania
– -$4.07M -119,046 Closed
CSS
193
Cubist Systematic Strategies
Connecticut
– -$2.52M -73,827 Closed
CM
194
Capula Management
Cayman Islands
– -$957K -27,980 Closed
BA
195
Bridgewater Associates
Connecticut
– -$782K -22,868 Closed
RJA
196
Raymond James & Associates
Florida
– -$687K -20,089 Closed
SSA
197
Schonfeld Strategic Advisors
New York
– -$634K -18,547 Closed
YIH
198
Y-Intercept (HK)
Hong Kong
– -$535K -15,655 Closed
FRM
199
Fox Run Management
Connecticut
– -$321K -9,393 Closed
LPL Financial
200
LPL Financial
California
– -$299K -8,748 Closed
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