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Mercury Insurance

189 hedge funds and large institutions have $1.35B invested in Mercury Insurance in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

43% more call options, than puts

Call options by funds: $1.03M | Put options by funds: $722K

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $1.24B → $1.35B (+$107M)

2.57% more ownership

Funds ownership: 39.86%42.43% (+2.6%)

8% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 64

1% more funds holding

Funds holding: 188189 (+1)

Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
5.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
21
Increased
69
Reduced
64
Closed
15
Calls
$1.03M
Puts
$722K
Net Calls
+$311K
Net Calls Change
+$46K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$266M -$23.6K -420 -0%
State Street
2
State Street
Massachusetts
$122M +$65M +1,156,736 +122%
Vanguard Group
3
Vanguard Group
Pennsylvania
$106M +$4.61M +82,005 +5%
Capital International Investors
4
Capital International Investors
California
$106M +$539K +9,600 +0.5%
Capital Research Global Investors
5
Capital Research Global Investors
California
$86.6M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$55.9M +$4.58M +81,419 +9%
ORIO
7
Old Republic International (ORI)
Illinois
$44.2M
BIT
8
BlackRock Institutional Trust
California
$38.4M -$52.4K -933 -0.1%
CGT
9
Capital Guardian Trust
California
$34.1M +$26.9M +477,824 +422%
Goldman Sachs
10
Goldman Sachs
New York
$33.6M +$2.25M +39,981 +7%
Robeco Institutional Asset Management
11
Robeco Institutional Asset Management
Netherlands
$32.2M +$163K +2,907 +0.5%
Northern Trust
12
Northern Trust
Illinois
$25.7M -$1.64M -29,195 -6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$23.9M +$624K +11,100 +3%
Invesco
14
Invesco
Georgia
$22.9M +$2.54M +45,166 +13%
Norges Bank
15
Norges Bank
Norway
$21.4M
Primecap Management
16
Primecap Management
California
$16.3M
Wells Fargo
17
Wells Fargo
California
$13.4M -$942K -16,756 -7%
GKIM
18
GW&K Investment Management
Massachusetts
$13M +$805K +14,327 +7%
Federated Hermes
19
Federated Hermes
Pennsylvania
$12.9M +$245K +4,355 +2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$11.7M -$181K -3,216 -2%
SAIG
21
Semper Augustus Investments Group
Colorado
$11.5M
First Trust Advisors
22
First Trust Advisors
Illinois
$11.3M -$14.9M -264,378 -57%
State of Tennessee, Department of Treasury
23
State of Tennessee, Department of Treasury
Tennessee
$10.6M -$246K -4,377 -2%
CIC
24
Crawford Investment Counsel
Georgia
$10.3M +$206K +3,674 +2%
RA
25
Royce & Associates
New York
$10.1M -$101K -1,800 -1%

MCY Hedge Fund Activity: Q1 2015 in Review

189 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q1 2015, worth a combined $1.35B — up 8.7% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MCY positions and 15 closed out — a net gain of 6 holders — while 69 added to existing stakes and 64 trimmed.

The largest buyer was State Street, adding an estimated $65M. The largest seller was First Trust Advisors, cutting an estimated $14.9M.

  • 189 institutional investors held Mercury Insurance (MCY) as of Q1 2015, up from 188 in Q4 2014.
  • Funds reported $1.35B of Mercury Insurance stock for Q1 2015, up 8.7% quarter-over-quarter.
  • 21 funds opened new Mercury Insurance positions in Q1 2015 and 15 closed out, a net change of +6 holders.
  • The largest Mercury Insurance buyer in Q1 2015 was State Street, an estimated $65M added.
  • The largest Mercury Insurance seller in Q1 2015 was First Trust Advisors, an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2015.