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Mercury Insurance

228 hedge funds and large institutions have $1.2B invested in Mercury Insurance in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,499% more call options, than puts

Call options by funds: $4.54M | Put options by funds: $284K

320% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 15

36% more capital invested

Capital invested by funds: $880M → $1.2B (+$316M)

27% more funds holding

Funds holding: 180228 (+48)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.69% less ownership

Funds ownership: 42.58%41.89% (-0.69%)

29% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 76

Holders
228
Holders Change
+48
Holders Change %
+26.67%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
63
Increased
54
Reduced
76
Closed
15
Calls
$4.54M
Puts
$284K
Net Calls
+$4.26M
Net Calls Change
+$3.52M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
201
First Manhattan
New York
$5.16K
BWAM
202
Boyd Watterson Asset Management
Ohio
$5.16K +$4.41K +100 New
Bessemer Group
203
Bessemer Group
New Jersey
$5K -$2.03K -46 -34%
EWA
204
EverSource Wealth Advisors
Alabama
$4.91K +$2.47K +56 +147%
PP
205
PFS Partners
New Jersey
$4.85K
CA
206
Continuum Advisory
Idaho
$4.7K +$3.57K +81 New
POIA
207
Pin Oak Investment Advisors
Texas
$4K
CJ
208
Caitlin John
Michigan
$3.73K -$2.12K -48 -40%
PA
209
Parallel Advisors
California
$3.56K
QCG
210
Quadrant Capital Group
Ohio
$3.51K
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$3K
JFA
212
JNBA Financial Advisors
Minnesota
$2.73K
VCM
213
Versant Capital Management
Arizona
$2.73K
JWA
214
JFS Wealth Advisors
Pennsylvania
$2.63K
IRC
215
Investors Research Corp
Georgia
$2.58K
WCM
216
Westend Capital Management
California
$1.7K +$1.46K +33 New
HI
217
Harbour Investments
Wisconsin
$1.29K
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$1.08K
PWMG
219
Private Wealth Management Group
New Jersey
$929
SIC
220
SJS Investment Consulting
Ohio
$878
PS
221
Principal Securities
Iowa
$826
AssetMark Inc
222
AssetMark Inc
California
$516
DPW
223
DiNuzzo Private Wealth
Pennsylvania
$516
PFBT
224
Parkside Financial Bank & Trust
Missouri
$516
UB
225
UMB Bank
Missouri
$516 +$441 +10 New

MCY Hedge Fund Activity: Q1 2024 in Review

228 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q1 2024, worth a combined $1.2B — up 36% from $880M a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MCY positions and 15 closed out — a net gain of 48 holders — while 54 added to existing stakes and 76 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $13.5M. The largest seller was BlackRock, cutting an estimated $39.1M.

  • 228 institutional investors held Mercury Insurance (MCY) as of Q1 2024, up from 180 in Q4 2023.
  • Funds reported $1.2B of Mercury Insurance stock for Q1 2024, up 36% quarter-over-quarter.
  • 63 funds opened new Mercury Insurance positions in Q1 2024 and 15 closed out, a net change of +48 holders.
  • The largest Mercury Insurance buyer in Q1 2024 was Arrowstreet Capital, an estimated $13.5M added.
  • The largest Mercury Insurance seller in Q1 2024 was BlackRock, an estimated $39.1M sold.

Based on aggregated 13F filings for Q1 2024.