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Mercury Insurance

170 hedge funds and large institutions have $652M invested in Mercury Insurance in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 67 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,221% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $81K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.36% less ownership

Funds ownership: 42.38%42.02% (-0.36%)

4% less funds holding

Funds holding: 178170 (-8)

8% less capital invested

Capital invested by funds: $710M → $652M (-$58.2M)

21% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 67

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

Holders
170
Holders Change
-8
Holders Change %
-4.49%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
53
Reduced
67
Closed
26
Calls
$1.07M
Puts
$81K
Net Calls
+$989K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$157M -$4.58M -155,125 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$89.8M -$60.5K -2,053 -0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$50.9M +$2.53M +85,723 +5%
SAIG
4
Semper Augustus Investments Group
Colorado
$37.9M +$2.7M +91,671 +7%
Renaissance Technologies
5
Renaissance Technologies
New York
$35.2M -$1.56M -53,000 -4%
State Street
6
State Street
Massachusetts
$28M +$114K +3,871 +0.4%
AWM
7
Absher Wealth Management
North Carolina
$20.2M +$970K +32,876 +5%
Morgan Stanley
8
Morgan Stanley
New York
$15.4M +$1.29M +43,843 +9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$15.3M +$575K +19,511 +4%
Ameriprise
10
Ameriprise
Minnesota
$14M -$70.7K -2,398 -0.5%
Charles Schwab
11
Charles Schwab
California
$13.7M +$606K +20,562 +4%
Invesco
12
Invesco
Georgia
$10.8M -$2.87M -97,292 -20%
STCG
13
Speece Thorson Capital Group
Minnesota
$10.8M +$1.96M +66,574 +21%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$10.3M -$930K -31,546 -8%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$9.37M +$773K +26,195 +8%
N
16
Nuveen
North Carolina
$9.22M -$26.8K -907 -0.3%
Northern Trust
17
Northern Trust
Illinois
$7.68M -$55.9K -1,895 -0.7%
Millennium Management
18
Millennium Management
New York
$7.04M +$1.73M +58,633 +30%
BCM
19
Bridgeway Capital Management
Texas
$7.03M +$256K +8,690 +4%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$6.21M -$250K -8,470 -4%
Goldman Sachs
21
Goldman Sachs
New York
$5.37M -$2.53M -85,942 -31%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$5.12M +$383K +12,970 +8%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$4.87M -$1.87M -63,391 -27%
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$4.23M +$4.45M +151,048 New
Principal Financial Group
25
Principal Financial Group
Iowa
$4.02M -$227K -7,702 -5%