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Mercury Insurance

180 hedge funds and large institutions have $880M invested in Mercury Insurance in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $537K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

35% more capital invested

Capital invested by funds: $652M → $880M (+$227M)

6% more funds holding

Funds holding: 170180 (+10)

0.56% more ownership

Funds ownership: 42.02%42.58% (+0.56%)

23% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 71

Holders
180
Holders Change
+10
Holders Change %
+5.88%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
55
Reduced
71
Closed
17
Calls
$1.27M
Puts
$537K
Net Calls
+$731K
Net Calls Change
-$258K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$207M -$1.81M -52,098 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$120M +$195K +5,633 +0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$70.7M +$2.76M +79,659 +4%
SAIG
4
Semper Augustus Investments Group
Colorado
$51.9M +$1.38M +39,853 +3%
Renaissance Technologies
5
Renaissance Technologies
New York
$47M +$76.5K +2,207 +0.2%
Morgan Stanley
6
Morgan Stanley
New York
$40.4M +$18.5M +533,068 +97%
State Street
7
State Street
Massachusetts
$38.1M +$707K +20,380 +2%
AWM
8
Absher Wealth Management
North Carolina
$26.5M -$325K -9,380 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$21.4M +$871K +25,123 +5%
Ameriprise
10
Ameriprise
Minnesota
$18.9M +$190K +5,465 +1%
Charles Schwab
11
Charles Schwab
California
$18.8M +$509K +14,688 +3%
DCM
12
Driehaus Capital Management
Illinois
$16.9M +$15.7M +453,238 New
Invesco
13
Invesco
Georgia
$15.4M +$955K +27,549 +7%
N
14
Nuveen
North Carolina
$12.3M +$25.4K +733 +0.2%
STCG
15
Speece Thorson Capital Group
Minnesota
$12.1M -$2.1M -60,490 -16%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$11.4M -$2.18M -62,813 -17%
Northern Trust
17
Northern Trust
Illinois
$10.4M +$209K +6,031 +2%
BCM
18
Bridgeway Capital Management
Texas
$9.75M +$365K +10,536 +4%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$8.35M -$3.83M -110,555 -33%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$8.3M +$24.3K +702 +0.3%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$6.11M -$658K -18,960 -10%
Principal Financial Group
22
Principal Financial Group
Iowa
$5.17M -$169K -4,865 -3%
Goldman Sachs
23
Goldman Sachs
New York
$4.89M -$2.1M -60,596 -32%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$4.82M -$402K -11,600 -8%
EF
25
Empowered Funds
Pennsylvania
$4.36M +$365K +10,536 +10%