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Mercury Insurance

245 hedge funds and large institutions have $1.19B invested in Mercury Insurance in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 98 increasing their positions, 76 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $2.43M

29% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 76

1% more capital invested

Capital invested by funds: $1.17B → $1.19B (+$16.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.89% less ownership

Funds ownership: 39.94%39.04% (-0.89%)

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

2% less funds holding

Funds holding: 251245 (-6)

Holders
245
Holders Change
-6
Holders Change %
-2.39%
% of All Funds
3.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
98
Reduced
76
Closed
38
Calls
$3.54M
Puts
$2.43M
Net Calls
+$1.12M
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$146M +$1.53M +28,478 +1%
BlackRock
2
BlackRock
New York
$139M +$6.82M +126,512 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$79.7M +$563K +10,457 +0.7%
Renaissance Technologies
4
Renaissance Technologies
New York
$74.8M -$7.33M -136,000 -9%
Invesco
5
Invesco
Georgia
$72.5M +$2.76M +51,281 +4%
State Street
6
State Street
Massachusetts
$70.1M +$11.8M +219,719 +21%
Goldman Sachs
7
Goldman Sachs
New York
$44.7M -$3.51M -65,134 -7%
First Trust Advisors
8
First Trust Advisors
Illinois
$39.3M +$3.44M +63,925 +10%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$33M +$542K +10,059 +2%
ORIO
10
Old Republic International (ORI)
Illinois
$30.9M
Charles Schwab
11
Charles Schwab
California
$30.7M +$2.54M +47,157 +9%
AWM
12
Absher Wealth Management
North Carolina
$28.1M +$710K +13,169 +3%
ProShare Advisors
13
ProShare Advisors
Maryland
$22.9M +$2.3M +42,699 +11%
Ameriprise
14
Ameriprise
Minnesota
$19.9M +$866K +16,070 +5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$19M +$781K +14,488 +4%
AQR Capital Management
16
AQR Capital Management
Connecticut
$18.3M -$4.34M -80,468 -19%
CIC
17
Crawford Investment Counsel
Georgia
$16.5M +$816K +15,137 +5%
HighTower Advisors
18
HighTower Advisors
Illinois
$15.2M +$701K +13,005 +5%
Morgan Stanley
19
Morgan Stanley
New York
$13.8M +$1.99M +36,893 +17%
Northern Trust
20
Northern Trust
Illinois
$11.9M -$329K -6,114 -3%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$11.4M -$7.38M -136,885 -40%
MAM
22
Martingale Asset Management
Massachusetts
$9.89M -$997K -18,500 -9%
WCM
23
Wallace Capital Management
Texas
$9.38M -$121K -2,249 -1%
AllianceBernstein
24
AllianceBernstein
Tennessee
$8.86M +$6.33M +117,470 +269%
Principal Financial Group
25
Principal Financial Group
Iowa
$8.33M -$1.63M -30,293 -17%