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Markel Group

290 hedge funds and large institutions have $6.42B invested in Markel Group in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 108 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 89

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

2% more funds holding

Funds holding: 285290 (+5)

3% more capital invested

Capital invested by funds: $6.25B → $6.42B (+$170M)

0.04% less ownership

Funds ownership: 76.88%76.83% (-0.04%)

78% less call options, than puts

Call options by funds: $8.35M | Put options by funds: $37.4M

Holders
290
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.78%
New
22
Increased
108
Reduced
89
Closed
15
Calls
$8.35M
Puts
$37.4M
Net Calls
-$29M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PVH
276
Psagot Value Holdings
Israel
$21K
GT
277
Glenmede Trust
Pennsylvania
$19K
CG
278
Colony Group
Massachusetts
$17K +$15.9K +28 New
WA
279
WFG Advisors
Texas
$15K
HI
280
Hudock Inc
Pennsylvania
$13K
PAS
281
Partnervest Advisory Services
California
$13K
NCM
282
Nelson Capital Management
California
$13K +$5.7K +10 +91%
WRM
283
Westport Resources Management
Connecticut
$10K
FMII
284
Farmers & Merchants Investments Inc
Nebraska
$7K
DAM
285
Delta Asset Management
Tennessee
$7K +$6.26K +11 New
LWCFA
286
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K +$5.7K +10 New
OC
287
Oakworth Capital
Alabama
$5K
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$3K -$46.1K -81 -94%
BGIM
289
Brandywine Global Investment Management
Pennsylvania
$2K
Manulife (Manufacturers Life Insurance)
290
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$243
TI
291
Turner Investments
Pennsylvania
-$21.1M -36,395 Closed
BMCMI
292
Bryn Mawr Capital Management Inc
Pennsylvania
-$7.73M -13,317 Closed
PI
293
Putnam Investments
Massachusetts
-$7.13M -12,277 Closed
MLL
294
Moody Lynn & Lieberson
Massachusetts
-$4.3M -7,414 Closed
NFA
295
Nationwide Fund Advisors
Ohio
-$3.23M -5,557 Closed
GH
296
GAM Holding
Switzerland
-$3.05M -5,258 Closed
Jacobs Levy Equity Management
297
Jacobs Levy Equity Management
New Jersey
-$2.63M -4,530 Closed
CL
298
Croft-Leominster
Maryland
-$565K -974 Closed
Nomura Asset Management
299
Nomura Asset Management
Japan
-$449K -774 Closed
Nomura Holdings
300
Nomura Holdings
Japan
-$390K -674 Closed

MKL Hedge Fund Activity: Q1 2014 in Review

290 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2014, worth a combined $6.42B — up 2.7% from $6.25B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MKL positions and 15 closed out — a net gain of 7 holders — while 108 added to existing stakes and 89 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $63.4M. The largest seller was Citadel Advisors, cutting an estimated $59.7M.

  • 290 institutional investors held Markel Group (MKL) as of Q1 2014, up from 285 in Q4 2013.
  • Funds reported $6.42B of Markel Group stock for Q1 2014, up 2.7% quarter-over-quarter.
  • 22 funds opened new Markel Group positions in Q1 2014 and 15 closed out, a net change of +7 holders.
  • The largest Markel Group buyer in Q1 2014 was EdgePoint Investment Group, an estimated $63.4M added.
  • The largest Markel Group seller in Q1 2014 was Citadel Advisors, an estimated $59.7M sold.

Based on aggregated 13F filings for Q1 2014.