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Mercury Insurance
MCY

251 hedge funds and large institutions have $1.17B invested in Mercury Insurance in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 92 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $6.49M | Put options by funds: $4.04M

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

3% more funds holding

Funds holding: 244 → 251 (+7)

0.25% more ownership

Funds ownership: 39.68% → 39.94% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $1.22B → $1.17B (-$50.5M)

4% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 92

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
3.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
88
Reduced
92
Closed
27
Calls
$6.49M
Puts
$4.04M
Net Calls
+$2.45M
Net Calls Change
+$1M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$7.5M
2
Invesco
Invesco
Georgia
+$6.87M
3
First Trust Advisors
First Trust Advisors
Illinois
+$6.73M
4
Ameriprise
Ameriprise
Minnesota
+$4.48M
5
Morgan Stanley
Morgan Stanley
New York
+$4.03M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$20.9M
2
HAM
Hillcrest Asset Management
Texas
-$12M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$8.12M
4
MAM
Martingale Asset Management
Massachusetts
-$3.46M
5
Barclays
Barclays
United Kingdom
-$2.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$112K -$645 -12 -0.6%
Lazard Asset Management
202
Lazard Asset Management
New York
$88K -$11.9K -222 -12%
SCA
203
Snowden Capital Advisors
New York
$84K +$85.6K +1,594 New
AA
204
Ancora Advisors
Ohio
$77K – – –
IA
205
IFP Advisors
Florida
$76K +$11K +204 +17%
CHA
206
Carmichael Hill & Associates
Maryland
$66K -$5.37K -100 -7%
Macquarie Group
207
Macquarie Group
Australia
$65K – – –
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$53K +$6.71K +125 +14%
SSC
209
Syverson Strege & Co
Iowa
$46K +$537 +10 +1%
DZ Bank
210
DZ Bank
Germany
$45.2K +$45.9K +855 New
FPS
211
Fieldpoint Private Securities
Connecticut
$43K -$14.7K -274 -25%
SFM
212
Signet Financial Management
New Jersey
$40K +$40.2K +749 New
S
213
SignatureFD
Georgia
$35K -$14.5K -270 -29%
MA
214
Montag & Associates
Georgia
$32K – – –
APA
215
American Portfolios Advisors
New York
$30.9K +$2.85K +53 +10%
PCC
216
Park Circle Company
Maryland
$27K – – –
CFA
217
Carroll Financial Associates
North Carolina
$26K -$1.61K -30 -6%
MA
218
MUFG Americas
New York
$23K – – –
Fidelity Investments
219
Fidelity Investments
Massachusetts
$19K -$4.83K -90 -20%
GWM
220
Geneos Wealth Management
Colorado
$18K – – –
LIM
221
Longfellow Investment Management
Massachusetts
$13K – – –
JWM
222
Janiczek Wealth Management
Colorado
$12K -$12.9K -240 -51%
BWA
223
BDO Wealth Advisors
Florida
$11K – – –
FRA
224
Front Row Advisors
California
$11K – – –
QC
225
Quent Capital
New York
$10K +$9.83K +183 New
7 8
9
10 11

MCY Hedge Fund Activity: Q4 2021 in Review

251 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q4 2021, worth a combined $1.17B — down 4.1% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MCY positions and 27 closed out — a net gain of 7 holders — while 88 added to existing stakes and 92 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.5M. The largest seller was Wells Fargo, cutting an estimated $20.9M.

  • 251 institutional investors held Mercury Insurance (MCY) as of Q4 2021, up from 244 in Q3 2021.
  • Funds reported $1.17B of Mercury Insurance stock for Q4 2021, down 4.1% quarter-over-quarter.
  • 34 funds opened new Mercury Insurance positions in Q4 2021 and 27 closed out, a net change of +7 holders.
  • The largest Mercury Insurance buyer in Q4 2021 was Goldman Sachs, an estimated $7.5M added.
  • The largest Mercury Insurance seller in Q4 2021 was Wells Fargo, an estimated $20.9M sold.

Based on aggregated 13F filings for Q4 2021.