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Markel Group

432 hedge funds and large institutions have $10.1B invested in Markel Group in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 152 increasing their positions, 140 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $9.43B → $10.1B (+$692M)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

6% more funds holding

Funds holding: 406432 (+26)

9% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 140

20.53% less ownership

Funds ownership: 96.76%76.23% (-21%)

28% less call options, than puts

Call options by funds: $24.4M | Put options by funds: $33.8M

Holders
432
Holders Change
+26
Holders Change %
+6.4%
% of All Funds
11.53%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.85%
New
48
Increased
152
Reduced
140
Closed
17
Calls
$24.4M
Puts
$33.8M
Net Calls
-$9.43M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
251
Private Advisor Group
New Jersey
$858K +$68K +73 +9%
Axa
252
Axa
France
$858K +$372K +400 +80%
SEI Investments
253
SEI Investments
Pennsylvania
$858K +$561K +602 +202%
OC
254
Oppenheimer & Co
New York
$813K
IGIM
255
I.G. Investment Management
Manitoba, Canada
$810K
Daiwa Securities Group
256
Daiwa Securities Group
Japan
$805K +$484K +520 +160%
CG
257
Clinton Group
New York
$797K -$2.71M -2,912 -78%
LTFS
258
Ladenburg Thalmann Financial Services
Florida
$796K -$931 -1 -0.1%
CP
259
Corbenic Partners
Pennsylvania
$762K
YL
260
YCG LLC
Texas
$762K
Capstone Investment Advisors
261
Capstone Investment Advisors
New York
$758K +$152K +163 +26%
UCFA
262
United Capital Financial Advisors
Texas
$746K
TAF
263
Tredje AP-fonden
Sweden
$734K +$652K +700 +1,000%
Baird Financial Group
264
Baird Financial Group
Wisconsin
$728K -$372K -400 -34%
OSAM
265
O'Shaughnessy Asset Management
Connecticut
$722K -$7.45K -8 -1%
AAM
266
Aberdeen Asset Management
United Kingdom
$708K
ST
267
Smithfield Trust
Pennsylvania
$690K -$83.8K -90 -11%
QT
268
Quantbot Technologies
New York
$687K +$195K +209 +41%
Neuberger Berman Group
269
Neuberger Berman Group
New York
$686K +$670K +720 New
SAM
270
Silvercrest Asset Management
New York
$676K +$18.6K +20 +3%
KS
271
Karpas Strategies
Connecticut
$665K
B
272
Barings
North Carolina
$664K -$1.02M -1,090 -61%
GIA
273
GHP Investment Advisors
Colorado
$657K +$9.31K +10 +1%
LWIC
274
Leith Wheeler Investment Counsel
British Columbia, Canada
$654K +$492K +528 New
QC
275
Quadrature Capital
United Kingdom
$643K +$630K +676 New