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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
PS
176
Principal Securities
Iowa
$597 +$555 +16 New
PFBT
177
Parkside Financial Bank & Trust
Missouri
$374 -$1.32K -38 -79%
DPW
178
DiNuzzo Private Wealth
Pennsylvania
$374 +$347 +10 New
AssetMark Inc
179
AssetMark Inc
California
$373 -$1.56K -45 -82%
AWM
180
Abound Wealth Management
Tennessee
$262 -$69 -2 -22%
BGIM
181
Brandywine Global Investment Management
Pennsylvania
-$4.23M -151,048 Closed
GCP
182
GSA Capital Partners
United Kingdom
-$2.69M -96,004 Closed
ECM
183
ExodusPoint Capital Management
New York
-$1.33M -47,344 Closed
OQS
184
Occudo Quantitative Strategies
Florida
-$659K -23,501 Closed
DFCM
185
Dark Forest Capital Management
Puerto Rico
-$472K -16,822 Closed
GCM
186
Graham Capital Management
Connecticut
-$450K -16,046 Closed
CSS
187
Cubist Systematic Strategies
Connecticut
-$419K -14,959 Closed
NRD
188
Nebula Research & Development
New York
-$333K -11,884 Closed
VI
189
Versor Investments
New York
-$304K -10,847 Closed
XT
190
XTX Topco
Cayman Islands
-$248K -8,831 Closed
ACM
191
Aquatic Capital Management
Illinois
-$132K -4,700 Closed
CMF
192
Counterpoint Mutual Funds
California
-$86.4K -3,084 Closed
GI
193
Gradient Investments
Minnesota
-$38.1K -1,360 Closed
Point72 Asset Management
194
Point72 Asset Management
Connecticut
-$26.5K -946 Closed
CSPIA
195
Cary Street Partners Investment Advisory
Virginia
-$22.4K -800 Closed
QC
196
Quent Capital
New York
-$1.57K -56 Closed

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.