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.
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: 180 → 172 (-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: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$8.09M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.25M |
| 3 |
CSIC
Clifford Swan Investment Counsel
Pasadena,
California
|
+$1.68M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$1.63M |
| 5 |
BlackRock
New York
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$25.2M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$11.3M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$5.97M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$4.87M |
| 5 |
Morgan Stanley
New York
|
-$1.72M |
MCY Hedge Fund Activity: Q3 2015 in Review
172 of the 3,590 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.