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Mercury Insurance

228 hedge funds and large institutions have $1.2B invested in Mercury Insurance in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,499% more call options, than puts

Call options by funds: $4.54M | Put options by funds: $284K

320% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 15

36% more capital invested

Capital invested by funds: $880M → $1.2B (+$316M)

27% more funds holding

Funds holding: 180228 (+48)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.69% less ownership

Funds ownership: 42.58%41.89% (-0.69%)

29% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 76

Holders
228
Holders Change
+48
Holders Change %
+26.67%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
63
Increased
54
Reduced
76
Closed
15
Calls
$4.54M
Puts
$284K
Net Calls
+$4.26M
Net Calls Change
+$3.52M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$241M -$39.1M -886,152 -16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$168M +$2.14M +48,508 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$98.6M +$723K +16,400 +0.9%
SAIG
4
Semper Augustus Investments Group
Colorado
$71.9M +$131K +2,975 +0.2%
Renaissance Technologies
5
Renaissance Technologies
New York
$62.3M -$2.32M -52,625 -4%
State Street
6
State Street
Massachusetts
$53.2M +$487K +11,039 +1%
AWM
7
Absher Wealth Management
North Carolina
$36.1M -$491K -11,139 -2%
Morgan Stanley
8
Morgan Stanley
New York
$32.6M -$19.9M -450,998 -42%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$30.2M +$578K +13,097 +2%
Ameriprise
10
Ameriprise
Minnesota
$26.7M +$515K +11,667 +2%
Charles Schwab
11
Charles Schwab
California
$25.5M -$459K -10,398 -2%
DCM
12
Driehaus Capital Management
Illinois
$25.1M +$1.43M +32,465 +7%
Invesco
13
Invesco
Georgia
$20.7M -$512K -11,603 -3%
N
14
Nuveen
North Carolina
$17M
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$15.8M +$13.5M +306,001 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$15.4M -$315K -7,131 -2%
Northern Trust
17
Northern Trust
Illinois
$14.6M +$111K +2,518 +0.9%
Goldman Sachs
18
Goldman Sachs
New York
$12.8M +$5.14M +116,548 +89%
STCG
19
Speece Thorson Capital Group
Minnesota
$12.6M -$3.49M -79,013 -24%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$11.4M -$93.6K -2,122 -0.9%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$10.2M -$1.1M -24,924 -11%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$7.28M -$1M -22,730 -14%
Principal Financial Group
23
Principal Financial Group
Iowa
$7.12M -$24.5K -555 -0.4%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$6.62M -$44.1K -1,000 -0.8%
BCM
25
Bridgeway Capital Management
Texas
$6.09M -$6.33M -143,480 -55%