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Mercury Insurance

160 hedge funds and large institutions have $1.07B invested in Mercury Insurance in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 52 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

697% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $159K

6% more capital invested

Capital invested by funds: $1B → $1.07B (+$64.2M)

1.31% more ownership

Funds ownership: 37.79%39.1% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 164160 (-4)

15% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 61

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
160
Holders Change
-4
Holders Change %
-2.44%
% of All Funds
4.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
52
Reduced
61
Closed
11
Calls
$1.27M
Puts
$159K
Net Calls
+$1.11M
Net Calls Change
-$964K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$226M
Capital International Investors
2
Capital International Investors
California
$83.2M +$81M +1,674,700 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$79.7M +$3.16M +65,295 +4%
Capital Research Global Investors
4
Capital Research Global Investors
California
$71.8M -$36M -744,200 -34%
State Street
5
State Street
Massachusetts
$45.9M -$1.37M -28,379 -3%
BIT
6
BlackRock Institutional Trust
California
$33.2M +$334K +6,903 +1%
Wells Fargo
7
Wells Fargo
California
$31.9M -$4.06M -83,878 -12%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$31.3M +$1.78M +36,761 +6%
Goldman Sachs
9
Goldman Sachs
New York
$28.8M -$34.9K -722 -0.1%
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$26.7M -$563K -11,630 -2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$21.8M
Invesco
12
Invesco
Georgia
$20.9M -$8.52K -176 -0%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$19.9M -$382K -7,887 -2%
Franklin Resources
14
Franklin Resources
California
$18.6M -$4.55M -94,000 -20%
Northern Trust
15
Northern Trust
Illinois
$17.2M +$503K +10,402 +3%
Norges Bank
16
Norges Bank
Norway
$16.3M
Primecap Management
17
Primecap Management
California
$14M
ORIO
18
Old Republic International (ORI)
Illinois
$13.6M +$13.2M +273,500 New
State of Tennessee, Department of Treasury
19
State of Tennessee, Department of Treasury
Tennessee
$13.5M -$421K -8,700 -3%
SAIG
20
Semper Augustus Investments Group
Colorado
$13M -$2.36M -48,775 -16%
Federated Hermes
21
Federated Hermes
Pennsylvania
$11M -$2.09M -43,149 -16%
GKIM
22
GW&K Investment Management
Massachusetts
$9.76M +$208K +4,296 +2%
RA
23
Royce & Associates
New York
$9.4M
Morgan Stanley
24
Morgan Stanley
New York
$8.93M +$2.82M +58,356 +48%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$8.93M +$1.07M +22,094 +14%