Mercury Insurance
189 hedge funds and large institutions have $1.35B invested in Mercury Insurance in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 64 reducing their positions, and 15 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
43% more call options, than puts
Call options by funds: $1.03M | Put options by funds: $722K
40% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 15
9% more capital invested
Capital invested by funds: $1.24B → $1.35B (+$107M)
2.57% more ownership
Funds ownership: 39.86% → 42.43% (+2.6%)
8% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 64
1% more funds holding
Funds holding: 188 → 189 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$65M |
| 2 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
+$26.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.75M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.61M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$14.9M |
| 2 |
ARC
Absolute Return Capital
Boston,
Massachusetts
|
-$3.65M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.65M |
| 4 |
Renaissance Technologies
New York
|
-$2.98M |
| 5 |
JP Morgan Chase
New York
|
-$1.99M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JG
201
Jefferies Group
New York
| – | -$346K | -6,097 | Closed |
|
202
Verition Fund Management
Greenwich,
Connecticut
| – | -$241K | -4,260 | Closed |
|
|
AP
203
Advisors Preferred
Rockville,
Maryland
| – | -$83.1K | -1,466 | Closed |
|
204
Simplex Trading
Chicago,
Illinois
| – | -$11K | -192 | Closed |
|
MCY Hedge Fund Activity: Q1 2015 in Review
189 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q1 2015, worth a combined $1.35B — up 8.7% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new MCY positions and 15 closed out — a net gain of 6 holders — while 69 added to existing stakes and 64 trimmed.
The largest buyer was State Street, adding an estimated $65M. The largest seller was First Trust Advisors, cutting an estimated $14.9M.
- 189 institutional investors held Mercury Insurance (MCY) as of Q1 2015, up from 188 in Q4 2014.
- Funds reported $1.35B of Mercury Insurance stock for Q1 2015, up 8.7% quarter-over-quarter.
- 21 funds opened new Mercury Insurance positions in Q1 2015 and 15 closed out, a net change of +6 holders.
- The largest Mercury Insurance buyer in Q1 2015 was State Street, an estimated $65M added.
- The largest Mercury Insurance seller in Q1 2015 was First Trust Advisors, an estimated $14.9M sold.
Based on aggregated 13F filings for Q1 2015.