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Mercury Insurance

162 hedge funds and large institutions have $962M invested in Mercury Insurance in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

514% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $397K

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

1% more funds holding

Funds holding: 160162 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 57

0.19% less ownership

Funds ownership: 39.1%38.92% (-0.19%)

10% less capital invested

Capital invested by funds: $1.07B → $962M (-$103M)

Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
4.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
57
Reduced
57
Closed
9
Calls
$2.44M
Puts
$397K
Net Calls
+$2.04M
Net Calls Change
+$932K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$205M
Capital International Investors
2
Capital International Investors
California
$81.6M +$6.17M +135,000 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$75.8M +$3.58M +78,335 +5%
Capital Research Global Investors
4
Capital Research Global Investors
California
$65.1M
State Street
5
State Street
Massachusetts
$42.5M +$882K +19,302 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$30.6M +$2.23M +48,764 +8%
BIT
7
BlackRock Institutional Trust
California
$30M -$92.3K -2,020 -0.3%
Goldman Sachs
8
Goldman Sachs
New York
$27M +$828K +18,115 +3%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$24.3M +$68.5K +1,500 +0.3%
Wells Fargo
10
Wells Fargo
California
$21.6M -$7.45M -163,028 -25%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$18.2M +$180K +3,936 +1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$17.7M -$2.06M -44,986 -10%
Invesco
13
Invesco
Georgia
$17.4M -$1.57M -34,329 -8%
Franklin Resources
14
Franklin Resources
California
$16.9M
ORIO
15
Old Republic International (ORI)
Illinois
$16M +$3.7M +81,000 +30%
Northern Trust
16
Northern Trust
Illinois
$15.3M -$339K -7,412 -2%
Norges Bank
17
Norges Bank
Norway
$14.8M
Primecap Management
18
Primecap Management
California
$12.7M
SAIG
19
Semper Augustus Investments Group
Colorado
$11.8M
State of Tennessee, Department of Treasury
20
State of Tennessee, Department of Treasury
Tennessee
$10.1M -$2.16M -47,200 -17%
Federated Hermes
21
Federated Hermes
Pennsylvania
$9.64M -$341K -7,464 -3%
GKIM
22
GW&K Investment Management
Massachusetts
$9.03M +$178K +3,898 +2%
RA
23
Royce & Associates
New York
$8.53M
Geode Capital Management
24
Geode Capital Management
Massachusetts
$8.51M +$413K +9,036 +5%
First Trust Advisors
25
First Trust Advisors
Illinois
$7.25M -$562K -12,295 -7%