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Markel Group
MKL

Overview Fund Activity

416 hedge funds and large institutions have $9.84B invested in Markel Group in 2016 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 123 increasing their positions, 165 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-15
Holders Change %
-3.48%
% of All Funds
11.12%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.8%
New
22
Increased
123
Reduced
165
Closed
33
Calls
$14.8M
Puts
$21.5M
Net Calls
-$6.69M
Net Calls Change
+$2.75M

Top Buyers

1
MVIP
Mar Vista Investment Partners
California
$133M
2
Vanguard Group
Vanguard Group
Pennsylvania
$946M
3
Principal Financial Group
Principal Financial Group
Iowa
$564M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$412M
5
BCM
Bares Capital Management
Texas
$89.8M

Top Sellers

1
EA
Emerald Acquisition
Washington
$78.6M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$840M
3
VNIM
Vaughan Nelson Investment Management
Texas
$13.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$40.3M
5
SIM
Sprucegrove Investment Management
Ontario, Canada
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
401
Woodmont Investment Counsel
Tennessee
$14K +$14K +15 New
KT
402
Kanaly Trust
Texas
$12K – – –
VNA
403
Valley National Advisers
Pennsylvania
$11K – – –
DAM
404
Delta Asset Management
Tennessee
$10K – – –
SFG
405
SevenBridge Financial Group
Pennsylvania
$10K – – –
DPA
406
Delphi Private Advisors
California
$8K -$12.4K -14 -61%
VCM
407
Versant Capital Management
Arizona
$8K +$889 +1 +13%
OC
408
Oakworth Capital
Alabama
$7K – – –
ATC
409
Adirondack Trust Company
New York
$5K – – –
SA
410
SRH Advisors
Kansas
$5K – – –
MSFP
411
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
VOYA Investment Management
412
VOYA Investment Management
Georgia
$4.33K +$162 +174 +4%
WTB
413
Washington Trust Bank
Washington
$4K +$4K +4 New
IWM
414
Integrated Wealth Management
California
$2K -$4K -4 -67%
ASN
415
Advisory Services Network
Georgia
$2K +$2K +2 New
SBL
416
Sargent Bickham Lagudis
Colorado
$42 – – –
Millennium Management
417
Millennium Management
New York
– -$3.06M -3,207 Closed
VIA
418
Vident Investment Advisory
Georgia
– -$2.47M -2,595 Closed
Jennison Associates
419
Jennison Associates
New York
– -$2.43M -2,545 Closed
DCM
420
Dupont Capital Management
Delaware
– -$2.38M -2,500 Closed
HMS
421
Hanseatic Management Services
New Mexico
– -$1.3M -1,366 Closed
SIC
422
Salem Investment Counselors
North Carolina
– -$1.13M -1,185 Closed
PP
423
Paloma Partners
Connecticut
– -$1.11M -1,162 Closed
GS
424
GAM Systematic
United Kingdom
– -$1.04M -1,089 Closed
CG
425
Clinton Group
New York
– -$797K -837 Closed
14 15 16
17
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