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Mercury Insurance

262 hedge funds and large institutions have $1.5B invested in Mercury Insurance in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,108% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $113K

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

19% more capital invested

Capital invested by funds: $1.26B → $1.5B (+$244M)

8% more funds holding

Funds holding: 242262 (+20)

1% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 87

0.16% more ownership

Funds ownership: 42.82%42.98% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
262
Holders Change
+20
Holders Change %
+8.26%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
88
Reduced
87
Closed
21
Calls
$2.5M
Puts
$113K
Net Calls
+$2.38M
Net Calls Change
+$873K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$291M -$3.49M -58,729 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$221M +$10.9M +183,808 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$129M +$2.45M +41,287 +2%
Renaissance Technologies
4
Renaissance Technologies
New York
$73.4M -$570K -9,600 -0.8%
State Street
5
State Street
Massachusetts
$63.6M +$84.4K +1,421 +0.1%
Invesco
6
Invesco
Georgia
$45.7M +$13.4M +225,359 +45%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$39.3M +$907K +15,264 +3%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$30.3M +$6.3M +106,082 +28%
Charles Schwab
9
Charles Schwab
California
$28.7M -$1.45M -24,450 -5%
Morgan Stanley
10
Morgan Stanley
New York
$27.9M +$3.44M +57,889 +15%
Ameriprise
11
Ameriprise
Minnesota
$27.6M -$1.13M -19,026 -4%
Goldman Sachs
12
Goldman Sachs
New York
$26.5M -$312K -5,255 -1%
DCM
13
Driehaus Capital Management
Illinois
$26.1M +$217K +3,646 +0.9%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$23.2M -$521K -8,771 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$18.2M -$1.31M -22,001 -7%
P2P
16
Phase 2 Partners
California
$17.3M +$9.56M +160,808 +142%
Northern Trust
17
Northern Trust
Illinois
$17.1M -$171K -2,876 -1%
Assenagon Asset Management
18
Assenagon Asset Management
Luxembourg
$13.5M +$10.9M +184,121 +608%
LIP
19
Lighthouse Investment Partners
Florida
$13.1M +$6.62M +111,363 +115%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$13.1M +$12.3M +207,500 New
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$12.1M +$4.51M +75,939 +65%
HAI
22
Hennessy Advisors Inc
California
$11.3M +$1.2M +20,200 +13%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$11.2M -$958K -16,121 -8%
LCM
24
Lakewood Capital Management
New York
$11.1M
PAM
25
Panagora Asset Management
Massachusetts
$10.6M +$1.21M +20,403 +14%

MCY Hedge Fund Activity: Q3 2024 in Review

262 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q3 2024, worth a combined $1.5B — up 19% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MCY positions and 21 closed out — a net gain of 20 holders — while 88 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, adding an estimated $13.4M. The largest seller was Semper Augustus Investments Group, cutting an estimated $79.4M.

  • 262 institutional investors held Mercury Insurance (MCY) as of Q3 2024, up from 242 in Q2 2024.
  • Funds reported $1.5B of Mercury Insurance stock for Q3 2024, up 19% quarter-over-quarter.
  • 41 funds opened new Mercury Insurance positions in Q3 2024 and 21 closed out, a net change of +20 holders.
  • The largest Mercury Insurance buyer in Q3 2024 was Invesco, an estimated $13.4M added.
  • The largest Mercury Insurance seller in Q3 2024 was Semper Augustus Investments Group, an estimated $79.4M sold.

Based on aggregated 13F filings for Q3 2024.