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Mercury Insurance

211 hedge funds and large institutions have $943M invested in Mercury Insurance in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 74 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 74

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.6% less ownership

Funds ownership: 42.41%41.81% (-0.6%)

2% less capital invested

Capital invested by funds: $960M → $943M (-$16.9M)

5% less funds holding

Funds holding: 223211 (-12)

24% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 46

59% less call options, than puts

Call options by funds: $2.14M | Put options by funds: $5.16M

Holders
211
Holders Change
-12
Holders Change %
-5.38%
% of All Funds
4.33%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
35
Increased
77
Reduced
74
Closed
46
Calls
$2.14M
Puts
$5.16M
Net Calls
-$3.02M
Net Calls Change
-$3.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$108M -$2.14M -53,335 -2%
BlackRock
2
BlackRock
New York
$97M +$731K +18,216 +0.8%
Renaissance Technologies
3
Renaissance Technologies
New York
$95.4M -$1.2M -29,800 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$61.6M -$422K -10,506 -0.7%
Invesco
5
Invesco
Georgia
$61.3M +$27.8M +692,968 +86%
State Street
6
State Street
Massachusetts
$49.7M +$3.28M +81,688 +7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$22.7M +$192K +4,774 +0.9%
Norges Bank
8
Norges Bank
Norway
$22.7M -$1.45M -36,035 -6%
Goldman Sachs
9
Goldman Sachs
New York
$22M -$6.18M -153,942 -22%
AWM
10
Absher Wealth Management
North Carolina
$20.8M +$4.2M +104,698 +26%
FIM
11
Frontier Investment Management
Texas
$18.9M +$1.64M +40,947 +10%
Charles Schwab
12
Charles Schwab
California
$16.8M +$2.76M +68,732 +20%
CIC
13
Crawford Investment Counsel
Georgia
$16.6M +$1.19M +29,637 +8%
Northern Trust
14
Northern Trust
Illinois
$16.5M +$3.85M +95,892 +31%
WHG
15
Westwood Holdings Group
Texas
$13.6M +$774K +19,288 +6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$12.9M -$147K -3,674 -1%
ProShare Advisors
17
ProShare Advisors
Maryland
$12.3M +$233K +5,806 +2%
Assenagon Asset Management
18
Assenagon Asset Management
Luxembourg
$12.1M +$11.9M +296,038 New
JIM
19
Jupiter Investment Management
United Kingdom
$11.8M -$2.13M -53,188 -16%
LSV Asset Management
20
LSV Asset Management
Illinois
$11.2M +$11M +275,193 New
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$11.1M +$5.08M +126,517 +86%
AQR Capital Management
22
AQR Capital Management
Connecticut
$10.9M -$19.8M -492,248 -65%
PP
23
Prospector Partners
Connecticut
$10.4M -$62.2K -1,550 -0.6%
MAM
24
Martingale Asset Management
Massachusetts
$9.76M -$2.25M -56,080 -19%
N
25
Nuveen
North Carolina
$9.13M -$3.6M -89,737 -29%