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Mercury Insurance

202 hedge funds and large institutions have $1.23B invested in Mercury Insurance in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $2.28M | Put options by funds: $1.06M

7% more capital invested

Capital invested by funds: $1.15B → $1.23B (+$85.1M)

3.67% more ownership

Funds ownership: 45.14%48.81% (+3.7%)

1% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 70

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 220202 (-18)

43% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 40

Holders
202
Holders Change
-18
Holders Change %
-8.18%
% of All Funds
4.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
71
Reduced
70
Closed
40
Calls
$2.28M
Puts
$1.06M
Net Calls
+$1.22M
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$227M +$89.4M +1,898,367 +62%
BlackRock
2
BlackRock
New York
$134M +$2.9M +61,532 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$121M +$3.37M +71,522 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$93.5M +$13.7M +291,742 +17%
Capital Research Global Investors
5
Capital Research Global Investors
California
$77.5M
WHG
6
Westwood Holdings Group
Texas
$47.6M +$49.2M +1,043,692 New
Goldman Sachs
7
Goldman Sachs
New York
$47M +$9.97M +211,543 +26%
Renaissance Technologies
8
Renaissance Technologies
New York
$44.7M +$1.85M +39,300 +4%
Invesco
9
Invesco
Georgia
$33.4M -$259K -5,498 -0.7%
First Trust Advisors
10
First Trust Advisors
Illinois
$30.4M +$5.23M +111,052 +20%
Norges Bank
11
Norges Bank
Norway
$27.4M +$2.13M +45,161 +8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$24.5M +$1.16M +24,606 +5%
Wells Fargo
13
Wells Fargo
California
$17.9M +$1.33M +28,195 +8%
Northern Trust
14
Northern Trust
Illinois
$16.7M -$139K -2,946 -0.8%
CIC
15
Crawford Investment Counsel
Georgia
$15.9M -$1.37M -29,178 -8%
Charles Schwab
16
Charles Schwab
California
$14.9M +$1.13M +24,070 +8%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$14.6M +$644K +13,676 +4%
Primecap Management
18
Primecap Management
California
$12.8M
Robeco Institutional Asset Management
19
Robeco Institutional Asset Management
Netherlands
$12.2M -$1.39M -29,545 -10%
FIM
20
Frontier Investment Management
Texas
$10.8M +$597K +12,677 +6%
PP
21
Prospector Partners
Connecticut
$8.86M +$9.16M +194,400 New
STCG
22
Speece Thorson Capital Group
Minnesota
$8.22M -$249K -5,276 -3%
ProShare Advisors
23
ProShare Advisors
Maryland
$7.17M -$409K -8,671 -5%
Principal Financial Group
24
Principal Financial Group
Iowa
$7.15M +$114K +2,419 +2%
SAIG
25
Semper Augustus Investments Group
Colorado
$7.03M -$82.8K -1,757 -1%