We are live on ! Find out more
MCY icon

Mercury Insurance

172 hedge funds and large institutions have $1.19B invested in Mercury Insurance in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

871% more call options, than puts

Call options by funds: $505K | Put options by funds: $52K

4% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 56

1.17% less ownership

Funds ownership: 44.11%42.94% (-1.2%)

4% less funds holding

Funds holding: 180172 (-8)

12% less capital invested

Capital invested by funds: $1.35B → $1.19B (-$161M)

26% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 27

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
172
Holders Change
-8
Holders Change %
-4.44%
% of All Funds
4.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
54
Reduced
56
Closed
27
Calls
$505K
Puts
$52K
Net Calls
+$453K
Net Calls Change
+$69K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$227M -$4.87M -90,819 -2%
State Street
2
State Street
Massachusetts
$135M -$25.2M -470,845 -15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$97.4M +$1.38M +25,669 +1%
Capital International Investors
4
Capital International Investors
California
$93.2M +$568K +10,600 +0.6%
Capital Research Global Investors
5
Capital Research Global Investors
California
$75.8M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$53.4M +$2.25M +42,065 +4%
ORIO
7
Old Republic International (ORI)
Illinois
$34.7M
BIT
8
BlackRock Institutional Trust
California
$34.2M +$1.21M +22,675 +3%
CGT
9
Capital Guardian Trust
California
$30.2M -$141K -2,635 -0.4%
Goldman Sachs
10
Goldman Sachs
New York
$28.1M -$1.1M -20,499 -4%
Robeco Institutional Asset Management
11
Robeco Institutional Asset Management
Netherlands
$27.6M
Invesco
12
Invesco
Georgia
$25.6M +$8.09M +150,986 +42%
Norges Bank
13
Norges Bank
Norway
$23.1M +$64.3K +1,200 +0.3%
Northern Trust
14
Northern Trust
Illinois
$22.4M +$645K +12,046 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$21.9M +$256K +4,786 +1%
Primecap Management
16
Primecap Management
California
$14.2M
Wells Fargo
17
Wells Fargo
California
$12M +$351K +6,558 +3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$10.7M +$202K +3,763 +2%
SAIG
19
Semper Augustus Investments Group
Colorado
$9.94M -$69.8K -1,303 -0.7%
RA
20
Royce & Associates
New York
$8.87M
CIC
21
Crawford Investment Counsel
Georgia
$8.8M -$340K -6,344 -4%
First Trust Advisors
22
First Trust Advisors
Illinois
$7.88M -$5.97M -111,441 -42%
CM
23
Churchill Management
California
$7.8M +$414K +7,735 +5%
Charles Schwab
24
Charles Schwab
California
$7.14M +$511K +9,532 +7%
BGIM
25
Brandywine Global Investment Management
Pennsylvania
$6.91M

MCY Hedge Fund Activity: Q3 2015 in Review

172 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q3 2015, worth a combined $1.19B — down 12% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of MCY and 20 opened new positions — a net loss of 7 holders — while 56 trimmed existing stakes and 54 added.

The largest buyer was Invesco, adding an estimated $8.09M. The largest seller was State Street, cutting an estimated $25.2M.

  • 172 institutional investors held Mercury Insurance (MCY) as of Q3 2015, down from 180 in Q2 2015.
  • Funds reported $1.19B of Mercury Insurance stock for Q3 2015, down 12% quarter-over-quarter.
  • 20 funds opened new Mercury Insurance positions in Q3 2015 and 27 closed out, a net change of -7 holders.
  • The largest Mercury Insurance buyer in Q3 2015 was Invesco, an estimated $8.09M added.
  • The largest Mercury Insurance seller in Q3 2015 was State Street, an estimated $25.2M sold.

Based on aggregated 13F filings for Q3 2015.