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Mercury Insurance

204 hedge funds and large institutions have $670M invested in Mercury Insurance in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $446K | Put options by funds: $193K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 65

2.66% more ownership

Funds ownership: 39.93%42.59% (+2.7%)

12% less funds holding

Funds holding: 233204 (-29)

32% less capital invested

Capital invested by funds: $979M → $670M (-$309M)

45% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 60

Holders
204
Holders Change
-29
Holders Change %
-12.45%
% of All Funds
3.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
85
Reduced
65
Closed
60
Calls
$446K
Puts
$193K
Net Calls
+$253K
Net Calls Change
-$721K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$150M +$73.9M +2,039,972 +63%
Vanguard Group
2
Vanguard Group
Pennsylvania
$86.7M +$10.3M +285,445 +10%
Renaissance Technologies
3
Renaissance Technologies
New York
$36.5M -$4.23M -116,700 -8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$36.2M -$7.48M -206,296 -14%
State Street
5
State Street
Massachusetts
$27.1M -$16.7M -460,845 -33%
AWM
6
Absher Wealth Management
North Carolina
$22.7M +$8.93M +246,355 +45%
Charles Schwab
7
Charles Schwab
California
$21.3M +$2.8M +77,244 +12%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$18.3M +$839K +23,156 +4%
Invesco
9
Invesco
Georgia
$17.5M -$30M -827,504 -57%
SAIG
10
Semper Augustus Investments Group
Colorado
$16.3M +$15.6M +429,770 +301%
ORIO
11
Old Republic International (ORI)
Illinois
$16M
Millennium Management
12
Millennium Management
New York
$14.1M +$17.1M +472,274 +1,884%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$13.4M +$213K +5,865 +1%
Morgan Stanley
14
Morgan Stanley
New York
$12.2M +$6.15M +169,649 +65%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$10.8M +$13.8M +381,786 New
Ameriprise
16
Ameriprise
Minnesota
$10.4M +$3.49M +96,410 +36%
Goldman Sachs
17
Goldman Sachs
New York
$8.05M -$18.4M -506,619 -64%
Northern Trust
18
Northern Trust
Illinois
$7.84M -$2.31M -63,771 -19%
STCG
19
Speece Thorson Capital Group
Minnesota
$7.58M +$9.67M +266,745 New
ProShare Advisors
20
ProShare Advisors
Maryland
$7.2M -$13.8M -381,979 -60%
N
21
Nuveen
North Carolina
$5.42M +$3.16M +87,071 +84%
Citadel Advisors
22
Citadel Advisors
Florida
$4.7M -$931K -25,692 -13%
Principal Financial Group
23
Principal Financial Group
Iowa
$4.66M +$2.19M +60,542 +59%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$3.9M +$4.63M +127,775 +1,352%
WCM
25
Wallace Capital Management
Texas
$3.83M -$121K -3,348 -2%