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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
CS
76
Credit Suisse
Switzerland
$16.9M +$889K +955 +6%
BJ
77
BlackRock Japan
Japan
$16.8M +$96.8K +104 +0.6%
HCM
78
Hutchinson Capital Management
California
$16.8M -$11.4M -12,287 -41%
MAMU
79
Marathon Asset Management (UK)
United Kingdom
$16.7M +$298K +320 +2%
BlackRock
80
BlackRock
New York
$16.5M +$3.79M +4,066 +31%
MAA
81
Mraz Amerine & Associates
California
$16.3M -$148K -159 -0.9%
Deutsche Bank
82
Deutsche Bank
Germany
$16.2M +$4.18M +4,486 +36%
BA
83
BlackRock Advisors
Delaware
$15.9M +$1.99M +2,134 +15%
Citadel Advisors
84
Citadel Advisors
Florida
$15.5M +$14.9M +15,977 +4,658%
Jacobs Levy Equity Management
85
Jacobs Levy Equity Management
New Jersey
$15.5M +$4.46M +4,790 +42%
MFAM
86
Motley Fool Asset Management
Virginia
$15.5M -$2.23M -2,400 -13%
ICM
87
IronBridge Capital Management
Illinois
$15.3M -$10.5M -11,225 -41%
Morgan Stanley
88
Morgan Stanley
New York
$15.2M +$3.45M +3,703 +30%
FIM
89
Frontier Investment Management
Texas
$14.8M +$362K +389 +3%
HIM
90
Hermes Investment Management
United Kingdom
$14.4M -$30.1M -32,376 -68%
WHG
91
Westwood Holdings Group
Texas
$14.3M -$4.07M -4,368 -22%
TA
92
Teachers Advisors
New York
$14.3M -$1.14M -1,227 -8%
WCM
93
Wedge Capital Management
North Carolina
$13.9M -$229K -246 -2%
KMC
94
Kirr Marbach & Co
Indiana
$13.4M -$364K -391 -3%
JCM
95
Jag Capital Management
Missouri
$13.1M -$481K -517 -3%
SFG
96
Sather Financial Group
Texas
$12.9M +$80.1K +86 +0.6%
QI
97
QS Investors
New York
$12.8M +$10.7M +11,530 +597%
HP
98
Hosking Partners
United Kingdom
$12.6M +$1.59M +1,705 +15%
First Trust Advisors
99
First Trust Advisors
Illinois
$12.4M +$4.39M +4,709 +57%
Korea Investment Corp
100
Korea Investment Corp
South Korea
$12.2M +$2.14M +2,300 +22%