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Mercury Insurance

223 hedge funds and large institutions have $960M invested in Mercury Insurance in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 78 increasing their positions, 72 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 72

1% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $1.96M

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

1.03% less ownership

Funds ownership: 43.44%42.41% (-1%)

2% less funds holding

Funds holding: 228223 (-5)

18% less capital invested

Capital invested by funds: $1.17B → $960M (-$212M)

Holders
223
Holders Change
-5
Holders Change %
-2.19%
% of All Funds
4.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
38
Increased
78
Reduced
72
Closed
39
Calls
$1.98M
Puts
$1.96M
Net Calls
+$25K
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$110M +$4.48M +98,146 +4%
Renaissance Technologies
2
Renaissance Technologies
New York
$96.5M +$10.2M +222,740 +10%
BlackRock
3
BlackRock
New York
$96.2M -$2.86M -62,660 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$61.9M -$1.02M -22,454 -1%
State Street
5
State Street
Massachusetts
$46.3M +$5.32M +116,592 +11%
Invesco
6
Invesco
Georgia
$33M -$3.09M -67,625 -8%
AQR Capital Management
7
AQR Capital Management
Connecticut
$30.3M +$4.1M +89,823 +13%
Goldman Sachs
8
Goldman Sachs
New York
$28.3M -$3.68M -80,550 -10%
Norges Bank
9
Norges Bank
Norway
$24.2M -$379K -8,307 -1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$22.5M -$928K -20,330 -4%
FIM
11
Frontier Investment Management
Texas
$17.2M +$1.22M +26,709 +7%
AWM
12
Absher Wealth Management
North Carolina
$16.5M +$2.17M +47,492 +13%
CIC
13
Crawford Investment Counsel
Georgia
$15.3M +$2.76M +60,536 +19%
Charles Schwab
14
Charles Schwab
California
$14M +$1.25M +27,408 +9%
JIM
15
Jupiter Investment Management
United Kingdom
$13.9M -$1.64M -36,046 -10%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$13.1M +$533K +11,671 +4%
WHG
17
Westwood Holdings Group
Texas
$12.8M -$20.5M -450,219 -59%
N
18
Nuveen
North Carolina
$12.8M +$107K +2,339 +0.8%
Northern Trust
19
Northern Trust
Illinois
$12.6M +$1.42M +31,153 +11%
ProShare Advisors
20
ProShare Advisors
Maryland
$12.1M +$151K +3,310 +1%
MAM
21
Martingale Asset Management
Massachusetts
$12M -$171K -3,738 -1%
Millennium Management
22
Millennium Management
New York
$11.9M +$6.17M +135,246 +85%
Victory Capital Management
23
Victory Capital Management
Texas
$11.7M +$6.75M +147,831 +106%
PP
24
Prospector Partners
Connecticut
$10.4M +$290K +6,350 +3%
First Trust Advisors
25
First Trust Advisors
Illinois
$8.43M -$1.33M -29,225 -12%