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Mercury Insurance

262 hedge funds and large institutions have $1.5B invested in Mercury Insurance in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,108% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $113K

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

19% more capital invested

Capital invested by funds: $1.26B → $1.5B (+$244M)

8% more funds holding

Funds holding: 242262 (+20)

1% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 87

0.16% more ownership

Funds ownership: 42.82%42.98% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
262
Holders Change
+20
Holders Change %
+8.26%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
88
Reduced
87
Closed
21
Calls
$2.5M
Puts
$113K
Net Calls
+$2.38M
Net Calls Change
+$873K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$77K +$38.7K +652 +116%
QL
202
Quarry LP
New York
$72.5K -$3.8K -64 -5%
PTC
203
Private Trust Company
Ohio
$70.3K
BTI
204
Blue Trust Inc
Georgia
$61.2K +$28.6K +482 +72%
KBC Group
205
KBC Group
Belgium
$52K
AF
206
Allworth Financial
California
$34.1K +$29.7K +500 +1,190%
GI
207
GAMMA Investing
California
$32.9K +$6.66K +112 +27%
RIL
208
Rothschild Investment LLC
Illinois
$24.2K +$1.19K +20 +5%
PD
209
Point72 (DIFC)
United Arab Emirates
$23.6K +$22.2K +374 New
LI
210
LRI Investments
Florida
$22K
ADL
211
Asset Dedication LLC
California
$20.2K
NA
212
NewEdge Advisors
Louisiana
$18.9K
CFM
213
Catalyst Funds Management
Australia
$18.9K +$5.94K +100 +50%
S
214
SignatureFD
Georgia
$17.9K -$772 -13 -4%
EWA
215
EverSource Wealth Advisors
Alabama
$17.9K +$7.37K +124 +77%
LC
216
Lindbrook Capital
California
$15.9K -$891 -15 -6%
SAM
217
Smartleaf Asset Management
Massachusetts
$14.3K +$1.01K +17 +8%
HNB
218
Huntington National Bank
Ohio
$14.2K +$2.79K +47 +26%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$13.1K
CFB
220
Cullen/Frost Bankers
Texas
$12.6K +$2.02K +34 +20%
M
221
MOTCO
Texas
$12.6K
FDCDDQ
222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.6K +$11.9K +200 New
C
223
Covestor
United Kingdom
$12K -$92.5K -1,557 -89%
AWM
224
Avior Wealth Management
Nebraska
$11.5K
PA
225
Parallel Advisors
California
$10.6K

MCY Hedge Fund Activity: Q3 2024 in Review

262 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q3 2024, worth a combined $1.5B — up 19% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MCY positions and 21 closed out — a net gain of 20 holders — while 88 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, adding an estimated $13.4M. The largest seller was Semper Augustus Investments Group, cutting an estimated $79.4M.

  • 262 institutional investors held Mercury Insurance (MCY) as of Q3 2024, up from 242 in Q2 2024.
  • Funds reported $1.5B of Mercury Insurance stock for Q3 2024, up 19% quarter-over-quarter.
  • 41 funds opened new Mercury Insurance positions in Q3 2024 and 21 closed out, a net change of +20 holders.
  • The largest Mercury Insurance buyer in Q3 2024 was Invesco, an estimated $13.4M added.
  • The largest Mercury Insurance seller in Q3 2024 was Semper Augustus Investments Group, an estimated $79.4M sold.

Based on aggregated 13F filings for Q3 2024.