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Mercury Insurance

228 hedge funds and large institutions have $1.17B invested in Mercury Insurance in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 76 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $565K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

2% more funds holding

Funds holding: 224228 (+4)

0.58% more ownership

Funds ownership: 42.86%43.44% (+0.58%)

1% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 77

12% less capital invested

Capital invested by funds: $1.33B → $1.17B (-$154M)

Holders
228
Holders Change
+4
Holders Change %
+1.79%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
39
Increased
76
Reduced
77
Closed
30
Calls
$1.96M
Puts
$565K
Net Calls
+$1.39M
Net Calls Change
+$477K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$126M -$855K -17,006 -0.7%
BlackRock
2
BlackRock
New York
$118M -$678K -13,489 -0.6%
Renaissance Technologies
3
Renaissance Technologies
New York
$105M +$5.64M +112,160 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$75.2M -$874K -17,387 -1%
State Street
5
State Street
Massachusetts
$49.7M -$2.43M -48,273 -5%
Invesco
6
Invesco
Georgia
$42.8M +$7.75M +154,095 +21%
Goldman Sachs
7
Goldman Sachs
New York
$37.7M -$1.26M -25,094 -3%
WHG
8
Westwood Holdings Group
Texas
$37.3M -$2.52M -50,083 -6%
VNIM
9
Vaughan Nelson Investment Management
Texas
$35.3M -$3.9M -77,463 -10%
AQR Capital Management
10
AQR Capital Management
Connecticut
$32.8M +$12.3M +244,168 +57%
Norges Bank
11
Norges Bank
Norway
$29.3M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$27.9M +$8.78M +174,568 +44%
FIM
13
Frontier Investment Management
Texas
$19.3M +$1.52M +30,262 +8%
JIM
14
Jupiter Investment Management
United Kingdom
$18.4M -$106K -2,108 -0.6%
AWM
15
Absher Wealth Management
North Carolina
$17.5M +$18M +358,062 New
Charles Schwab
16
Charles Schwab
California
$15.4M +$737K +14,648 +5%
CIC
17
Crawford Investment Counsel
Georgia
$15.4M +$1.63M +32,443 +11%
N
18
Nuveen
North Carolina
$15.2M -$3.78M -75,144 -19%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$15.1M +$549K +10,919 +4%
MAM
20
Martingale Asset Management
Massachusetts
$14.6M -$281K -5,593 -2%
ProShare Advisors
21
ProShare Advisors
Maryland
$14.3M +$3.08M +61,289 +26%
American Century Companies
22
American Century Companies
Missouri
$14.2M -$11.4M -227,575 -44%
Northern Trust
23
Northern Trust
Illinois
$13.6M +$172K +3,418 +1%
Primecap Management
24
Primecap Management
California
$13.5M
PP
25
Prospector Partners
Connecticut
$12.2M +$1.84M +36,500 +17%