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Mercury Insurance

188 hedge funds and large institutions have $1.24B invested in Mercury Insurance in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $760K

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

18% more capital invested

Capital invested by funds: $1.05B → $1.24B (+$190M)

12% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 60

2% more funds holding

Funds holding: 185188 (+3)

0.61% more ownership

Funds ownership: 39.25%39.86% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
188
Holders Change
+3
Holders Change %
+1.62%
% of All Funds
5.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
67
Reduced
60
Closed
21
Calls
$1.02M
Puts
$760K
Net Calls
+$265K
Net Calls Change
-$47K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$261M -$4.92K -92 -0%
Capital International Investors
2
Capital International Investors
California
$103M +$258K +4,820 +0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$99.7M -$2.22M -41,556 -2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$85M
State Street
5
State Street
Massachusetts
$53.7M +$1.41M +26,328 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$50.3M +$4.62M +86,356 +11%
ORIO
7
Old Republic International (ORI)
Illinois
$43.4M +$5.71M +106,700 +16%
BIT
8
BlackRock Institutional Trust
California
$37.8M -$134K -2,510 -0.4%
Robeco Institutional Asset Management
9
Robeco Institutional Asset Management
Netherlands
$31.4M +$13.7M +256,696 +86%
Goldman Sachs
10
Goldman Sachs
New York
$30.7M -$4.06M -75,842 -12%
Northern Trust
11
Northern Trust
Illinois
$26.9M -$92.2K -1,723 -0.4%
First Trust Advisors
12
First Trust Advisors
Illinois
$26.1M +$11.2M +208,404 +83%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$22.8M -$792K -14,793 -4%
Norges Bank
14
Norges Bank
Norway
$21M +$2.37M +44,200 +14%
Invesco
15
Invesco
Georgia
$19.9M -$652K -12,175 -3%
Primecap Management
16
Primecap Management
California
$16M
Wells Fargo
17
Wells Fargo
California
$14.1M -$922K -17,233 -6%
Federated Hermes
18
Federated Hermes
Pennsylvania
$12.4M +$445K +8,310 +4%
GKIM
19
GW&K Investment Management
Massachusetts
$11.9M +$183K +3,420 +2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$11.7M +$651K +12,157 +6%
SAIG
21
Semper Augustus Investments Group
Colorado
$11.2M -$3.33M -62,168 -24%
State of Tennessee, Department of Treasury
22
State of Tennessee, Department of Treasury
Tennessee
$10.6M -$187K -3,500 -2%
RA
23
Royce & Associates
New York
$10M -$96.4K -1,800 -1%
CIC
24
Crawford Investment Counsel
Georgia
$9.89M +$319K +5,966 +4%
Morgan Stanley
25
Morgan Stanley
New York
$8.14M +$32.4K +605 +0.4%

MCY Hedge Fund Activity: Q4 2014 in Review

188 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q4 2014, worth a combined $1.24B — up 18% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MCY positions and 21 closed out — a net gain of 5 holders — while 67 added to existing stakes and 60 trimmed.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $13.7M. The largest seller was TFS Capital, exiting entirely with an estimated $5.38M sold.

  • 188 institutional investors held Mercury Insurance (MCY) as of Q4 2014, up from 185 in Q3 2014.
  • Funds reported $1.24B of Mercury Insurance stock for Q4 2014, up 18% quarter-over-quarter.
  • 26 funds opened new Mercury Insurance positions in Q4 2014 and 21 closed out, a net change of +5 holders.
  • The largest Mercury Insurance buyer in Q4 2014 was Robeco Institutional Asset Management, an estimated $13.7M added.
  • The largest Mercury Insurance seller in Q4 2014 was TFS Capital, an estimated $5.38M sold.

Based on aggregated 13F filings for Q4 2014.