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Mercury Insurance

270 hedge funds and large institutions have $1.32B invested in Mercury Insurance in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 87 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 19

149% more call options, than puts

Call options by funds: $5.59M | Put options by funds: $2.24M

16% more funds holding

Funds holding: 232270 (+38)

14% more capital invested

Capital invested by funds: $1.16B → $1.32B (+$162M)

6% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 82

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.55% less ownership

Funds ownership: 39.94%39.39% (-0.55%)

Holders
270
Holders Change
+38
Holders Change %
+16.38%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
59
Increased
87
Reduced
82
Closed
19
Calls
$5.59M
Puts
$2.24M
Net Calls
+$3.35M
Net Calls Change
+$108K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$160M +$4.93M +86,154 +3%
BlackRock
2
BlackRock
New York
$149M +$11.1M +193,615 +9%
Renaissance Technologies
3
Renaissance Technologies
New York
$103M -$17.4M -303,195 -15%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$92.6M +$980K +17,117 +1%
Invesco
5
Invesco
Georgia
$66.4M -$12.7M -222,428 -17%
State Street
6
State Street
Massachusetts
$53.6M -$13.1M -228,960 -21%
Goldman Sachs
7
Goldman Sachs
New York
$43.3M +$587K +10,256 +1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$35.4M +$64.6K +1,129 +0.2%
Wells Fargo
9
Wells Fargo
California
$29.1M +$8.78M +153,446 +47%
AWM
10
Absher Wealth Management
North Carolina
$27.1M -$4.67M -81,689 -16%
Charles Schwab
11
Charles Schwab
California
$26.5M -$2.8M -48,957 -10%
Norges Bank
12
Norges Bank
Norway
$22.5M -$7.96M -139,062 -27%
AC
13
Alleghany Corporation
New York
$20.5M +$19.3M +336,700 New
CIC
14
Crawford Investment Counsel
Georgia
$20.2M -$4.57M -79,790 -19%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$20.1M +$1.19M +20,720 +7%
Assenagon Asset Management
16
Assenagon Asset Management
Luxembourg
$19.6M +$18.5M +323,004 New
ProShare Advisors
17
ProShare Advisors
Maryland
$18.5M -$3.58M -62,590 -17%
LSV Asset Management
18
LSV Asset Management
Illinois
$18.3M -$750K -13,100 -4%
SAIG
19
Semper Augustus Investments Group
Colorado
$18.1M -$127K -2,218 -0.7%
MAM
20
Martingale Asset Management
Massachusetts
$17.5M +$3.46M +60,515 +27%
Northern Trust
21
Northern Trust
Illinois
$17.3M +$902K +15,760 +6%
HAM
22
Hillcrest Asset Management
Texas
$16.2M -$67.5K -1,180 -0.4%
AQR Capital Management
23
AQR Capital Management
Connecticut
$14.7M -$8.58K -150 -0.1%
HighTower Advisors
24
HighTower Advisors
Illinois
$13.9M -$9.92M -173,355 -43%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$12.1M +$9.91M +173,160 +684%

MCY Hedge Fund Activity: Q1 2021 in Review

270 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q1 2021, worth a combined $1.32B — up 14% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MCY positions and 19 closed out — a net gain of 40 holders — while 87 added to existing stakes and 82 trimmed.

The largest buyer was Alleghany Corporation, opening a new position worth an estimated $19.3M. The largest seller was Westwood Holdings Group, cutting an estimated $21M.

  • 270 institutional investors held Mercury Insurance (MCY) as of Q1 2021, up from 232 in Q4 2020.
  • Funds reported $1.32B of Mercury Insurance stock for Q1 2021, up 14% quarter-over-quarter.
  • 59 funds opened new Mercury Insurance positions in Q1 2021 and 19 closed out, a net change of +40 holders.
  • The largest Mercury Insurance buyer in Q1 2021 was Alleghany Corporation, an estimated $19.3M added.
  • The largest Mercury Insurance seller in Q1 2021 was Westwood Holdings Group, an estimated $21M sold.

Based on aggregated 13F filings for Q1 2021.