Markel Group
MKL
420 hedge funds and large institutions have $10.3B invested in Markel Group in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 133 increasing their positions, 145 reducing their positions, and 33 closing their positions.
12% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 33
8% more capital invested
Capital invested by funds: $9.59B → $10.3B (+$722M)
0.76% more ownership
Funds ownership: 75.79% → 76.55% (+0.76%)
8% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 145
1% less funds holding
Funds holding: 425 → 420 (-5)
3% less funds holding in top 10
Funds holding in top 10: 29 → 28 (-1)
84% less call options, than puts
Call options by funds: $6.07M | Put options by funds: $38.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$768M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$43.3M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$28.4M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$22.1M |
| 5 |
Renaissance Technologies
New York
|
+$21.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$27.2M |
| 2 |
HIM
Hermes Investment Management
London Uk,
United Kingdom
|
-$21.9M |
| 3 |
SIM
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
-$18.6M |
| 4 |
MVIP
Mar Vista Investment Partners
Los Angeles,
California
|
-$15.2M |
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$11.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
451
EARNEST Partners
Atlanta,
Georgia
| – | -$6K | -7 | Closed |
|
|
OSAM
452
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$5K | -5 | Closed |
|
|
WTB
453
Washington Trust Bank
Spokane,
Washington
| – | -$1K | -1 | Closed |
|
MKL Hedge Fund Activity: Q1 2017 in Review
420 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2017, worth a combined $10.3B — up 7.5% from $9.59B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new MKL positions and 33 closed out — a net gain of 4 holders — while 133 added to existing stakes and 145 trimmed.
The largest buyer was BlackRock, adding an estimated $768M. The largest seller was Janus Henderson Investors US, cutting an estimated $27.2M.
- 420 institutional investors held Markel Group (MKL) as of Q1 2017, down from 425 in Q4 2016.
- Funds reported $10.3B of Markel Group stock for Q1 2017, up 7.5% quarter-over-quarter.
- 37 funds opened new Markel Group positions in Q1 2017 and 33 closed out, a net change of +4 holders.
- The largest Markel Group buyer in Q1 2017 was BlackRock, an estimated $768M added.
- The largest Markel Group seller in Q1 2017 was Janus Henderson Investors US, an estimated $27.2M sold.
Based on aggregated 13F filings for Q1 2017.