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Markel Group

277 hedge funds and large institutions have $5.5B invested in Markel Group in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 119 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 71

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

3% more funds holding

Funds holding: 270277 (+7)

1.25% more ownership

Funds ownership: 75.06%76.31% (+1.2%)

1% more capital invested

Capital invested by funds: $5.45B → $5.5B (+$55.3M)

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

81% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $7.46M

Holders
277
Holders Change
+7
Holders Change %
+2.59%
% of All Funds
8.98%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.75%
New
36
Increased
119
Reduced
71
Closed
28
Calls
$1.4M
Puts
$7.46M
Net Calls
-$6.06M
Net Calls Change
-$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
101
HBK Investments
Texas
$4.89M +$533K +1,015 +12%
MA
102
Menlo Advisors
California
$4.67M
Two Sigma Investments
103
Two Sigma Investments
New York
$4.56M -$6.3M -11,989 -58%
U
104
UBS
Switzerland
$4.36M +$499K +950 +13%
TRSOTSOK
105
Teachers Retirement System of the State of Kentucky
Kentucky
$4.3M +$636K +1,210 +17%
Citigroup
106
Citigroup
New York
$3.93M +$416K +792 +12%
MLL
107
Moody Lynn & Lieberson
Massachusetts
$3.88M +$19.4K +37 +0.5%
PI
108
Placemark Investments
Illinois
$3.73M +$34.7K +66 +0.9%
Jacobs Levy Equity Management
109
Jacobs Levy Equity Management
New Jersey
$3.68M +$3.04M +5,795 +442%
Millennium Management
110
Millennium Management
New York
$3.65M +$3.7M +7,043 New
Deutsche Bank
111
Deutsche Bank
Germany
$3.59M +$1.63M +3,097 +81%
NTCOC
112
Northern Trust Company of Connecticut
Connecticut
$3.44M +$220K +418 +7%
MAM
113
Martingale Asset Management
Massachusetts
$3.42M +$3.16M +6,022 +1,021%
SGAM
114
Steinberg Global Asset Management
Florida
$3.32M +$154K +293 +5%
BIM
115
BlackRock Investment Management
Delaware
$3.23M -$163K -311 -5%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$3.22M +$214K +408 +7%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$3.17M +$104K +197 +3%
CVM
118
Cheviot Value Management
California
$3.15M -$8.41K -16 -0.3%
Two Sigma Advisers
119
Two Sigma Advisers
New York
$3.13M +$378K +720 +14%
IRF
120
IBM Retirement Fund
New York
$2.88M -$437K -831 -13%
SCIA
121
Sanibel Captiva Investment Advisers
Illinois
$2.81M +$111K +211 +4%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$2.68M +$2.71M +5,167 New
SCM
123
Sterneck Capital Management
Missouri
$2.66M +$150K +286 +6%
NRS
124
Neville Rodie & Shaw
New York
$2.62M -$26.3K -50 -1%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.44M +$633K +1,204 +34%