Mercury Insurance
190 hedge funds and large institutions have $747M invested in Mercury Insurance in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 25 closing their positions.
2,179% more call options, than puts
Call options by funds: $1.5M | Put options by funds: $66K
0.62% more ownership
Funds ownership: 41.63% → 42.25% (+0.62%)
0% more capital invested
Capital invested by funds: $747M → $747M (+$353K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 72
5% less funds holding
Funds holding: 200 → 190 (-10)
32% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$10.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$6.82M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$6.29M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$3.51M |
| 5 |
AG
Algert Global
San Francisco,
California
|
+$3.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$13.2M |
| 2 |
Millennium Management
New York
|
-$4.39M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$4.07M |
| 4 |
Goldman Sachs
New York
|
-$3.38M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$2.92M |
MCY Hedge Fund Activity: Q1 2023 in Review
190 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q1 2023, worth a combined $747M — up 0.05% from $747M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of MCY and 17 opened new positions — a net loss of 8 holders — while 72 trimmed existing stakes and 70 added.
The largest buyer was Dimensional Fund Advisors, adding an estimated $10.2M. The largest seller was Charles Schwab, cutting an estimated $13.2M.
- 190 institutional investors held Mercury Insurance (MCY) as of Q1 2023, down from 200 in Q4 2022.
- Funds reported $747M of Mercury Insurance stock for Q1 2023, up 0.05% quarter-over-quarter.
- 17 funds opened new Mercury Insurance positions in Q1 2023 and 25 closed out, a net change of -8 holders.
- The largest Mercury Insurance buyer in Q1 2023 was Dimensional Fund Advisors, an estimated $10.2M added.
- The largest Mercury Insurance seller in Q1 2023 was Charles Schwab, an estimated $13.2M sold.
Based on aggregated 13F filings for Q1 2023.