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Mercury Insurance

228 hedge funds and large institutions have $1.17B invested in Mercury Insurance in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 76 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $565K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

2% more funds holding

Funds holding: 224228 (+4)

0.58% more ownership

Funds ownership: 42.86%43.44% (+0.58%)

1% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 77

12% less capital invested

Capital invested by funds: $1.33B → $1.17B (-$154M)

Holders
228
Holders Change
+4
Holders Change %
+1.79%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
39
Increased
76
Reduced
77
Closed
30
Calls
$1.96M
Puts
$565K
Net Calls
+$1.39M
Net Calls Change
+$477K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
201
US Bancorp
Minnesota
$43K
AA
202
Ancora Advisors
Ohio
$34K +$35.2K +700 New
Lazard Asset Management
203
Lazard Asset Management
New York
$33K -$1.71K -34 -5%
Fidelity Investments
204
Fidelity Investments
Massachusetts
$27K -$3.17K -63 -10%
PCC
205
Park Circle Company
Maryland
$24K
MRCM
206
M&R Capital Management
New Jersey
$18K
RCA
207
Ranch Capital Advisors
Florida
$18K +$19K +377 New
IA
208
IFP Advisors
Florida
$15K -$48K -955 -76%
FRA
209
Front Row Advisors
California
$10K
GEA
210
Glen Eagle Advisors
New Jersey
$9.75K +$10.1K +200 New
HNB
211
Huntington National Bank
Ohio
$9K +$9.55K +190 New
GAM
212
Gemmer Asset Management
California
$5K
OPS
213
Orion Portfolio Solutions
Nebraska
$5K +$4.88K +97 New
CFGS
214
Concourse Financial Group Securities
Alabama
$5K +$5.03K +100 New
PA
215
Parallel Advisors
California
$4K
JFA
216
JNBA Financial Advisors
Minnesota
$3K
IRC
217
Investors Research Corp
Georgia
$2K
FHA
218
First Horizon Advisors
Tennessee
$2K +$2.62K +52 New
GWS
219
Glassman Wealth Services
Virginia
$1K
HGWM
220
Harvest Group Wealth Management
Massachusetts
$1K
S
221
SignatureFD
Georgia
$1K
TFO
222
Tarbox Family Office
California
$1K
VCM
223
Versant Capital Management
Arizona
$1K
ASN
224
Advisory Services Network
Georgia
$1K +$805 +16 New
TSW
225
Thompson Siegel & Walmsley
Virginia
$1K +$1.01K +20 New