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Mercury Insurance

178 hedge funds and large institutions have $710M invested in Mercury Insurance in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 68 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $329K

0.14% more ownership

Funds ownership: 42.25%42.38% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $747M → $710M (-$36.7M)

6% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 68

6% less funds holding

Funds holding: 190178 (-12)

41% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 29

Holders
178
Holders Change
-12
Holders Change %
-6.32%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
64
Reduced
68
Closed
29
Calls
$1.29M
Puts
$329K
Net Calls
+$960K
Net Calls Change
-$478K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$174M +$9.18M +300,822 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$97M -$1.26M -41,453 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$52.3M +$6.31M +206,758 +14%
Renaissance Technologies
4
Renaissance Technologies
New York
$39.7M +$1.09M +35,800 +3%
SAIG
5
Semper Augustus Investments Group
Colorado
$38.1M +$18.4M +603,240 +92%
State Street
6
State Street
Massachusetts
$30.1M -$15.5K -509 -0.1%
AWM
7
Absher Wealth Management
North Carolina
$20.8M +$367K +12,046 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$16M +$336K +11,006 +2%
Morgan Stanley
9
Morgan Stanley
New York
$15.3M -$2.99M -98,129 -16%
Ameriprise
10
Ameriprise
Minnesota
$15.2M +$1.68M +55,091 +12%
Invesco
11
Invesco
Georgia
$14.6M -$978K -32,068 -6%
Charles Schwab
12
Charles Schwab
California
$14.2M +$904K +29,620 +7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$12.1M -$819K -26,849 -6%
N
14
Nuveen
North Carolina
$9.98M +$1.02M +33,290 +11%
STCG
15
Speece Thorson Capital Group
Minnesota
$9.6M -$60.4K -1,981 -0.6%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$9.33M +$903K +29,608 +11%
Goldman Sachs
17
Goldman Sachs
New York
$8.4M +$4.13M +135,464 +95%
Northern Trust
18
Northern Trust
Illinois
$8.35M +$149K +4,899 +2%
BCM
19
Bridgeway Capital Management
Texas
$7.33M +$104K +3,410 +1%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$7.18M -$932K -30,545 -11%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$6.97M +$247K +8,101 +4%
Millennium Management
22
Millennium Management
New York
$5.83M -$7.69M -251,942 -57%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$5.25M -$467K -15,300 -8%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$5.14M +$708K +23,200 +16%
Principal Financial Group
25
Principal Financial Group
Iowa
$4.57M -$289K -9,485 -6%