Markel Group
568 hedge funds and large institutions have $10.9B invested in Markel Group in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 173 reducing their positions, and 37 closing their positions.
114% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 37
7% more capital invested
Capital invested by funds: $10.2B → $10.9B (+$745M)
7% more funds holding
Funds holding: 531 → 568 (+37)
9% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 173
0.54% more ownership
Funds ownership: 76.03% → 76.57% (+0.54%)
17% less funds holding in top 10
Funds holding in top 10: 24 → 20 (-4)
26% less call options, than puts
Call options by funds: $47.4M | Put options by funds: $64.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Scharf Investments
Los Gatos,
California
|
+$110M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$51M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
+$49.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$40M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$37.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AKRE Capital Management
Middleburg,
Virginia
|
-$163M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$92.7M |
| 3 |
BlackRock
New York
|
-$69M |
| 4 |
Renaissance Technologies
New York
|
-$57.3M |
| 5 |
ACM
Alta Capital Management
Salt Lake City,
Utah
|
-$36.6M |
MKL Hedge Fund Activity: Q4 2020 in Review
568 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q4 2020, worth a combined $10.9B — up 7.3% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new MKL positions and 37 closed out — a net gain of 42 holders — while 188 added to existing stakes and 173 trimmed.
The largest buyer was Scharf Investments, opening a new position worth an estimated $110M. The largest seller was AKRE Capital Management, cutting an estimated $163M.
- 568 institutional investors held Markel Group (MKL) as of Q4 2020, up from 531 in Q3 2020.
- Funds reported $10.9B of Markel Group stock for Q4 2020, up 7.3% quarter-over-quarter.
- 79 funds opened new Markel Group positions in Q4 2020 and 37 closed out, a net change of +42 holders.
- The largest Markel Group buyer in Q4 2020 was Scharf Investments, an estimated $110M added.
- The largest Markel Group seller in Q4 2020 was AKRE Capital Management, an estimated $163M sold.
Based on aggregated 13F filings for Q4 2020.