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Markel Group

351 hedge funds and large institutions have $8.57B invested in Markel Group in 2015 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 103 increasing their positions, 125 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

6% more funds holding

Funds holding: 330351 (+21)

0.92% less ownership

Funds ownership: 77.89%76.97% (-0.92%)

1% less capital invested

Capital invested by funds: $8.65B → $8.57B (-$80.5M)

9% less funds holding in top 10

Funds holding in top 10: 3431 (-3)

18% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 125

39% less call options, than puts

Call options by funds: $37.4M | Put options by funds: $60.9M

Holders
351
Holders Change
+21
Holders Change %
+6.36%
% of All Funds
9.8%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.87%
New
47
Increased
103
Reduced
125
Closed
22
Calls
$37.4M
Puts
$60.9M
Net Calls
-$23.6M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
176
Conestoga Capital Advisors
Pennsylvania
$1.25M +$21.1K +25 +2%
First Manhattan
177
First Manhattan
New York
$1.24M
ZIM
178
Zacks Investment Management
Illinois
$1.22M +$31.3K +37 +2%
CCIA
179
Campbell & Co Investment Adviser
Maryland
$1.2M +$1.27M +1,499 New
LPL Financial
180
LPL Financial
California
$1.2M +$224K +265 +22%
SI
181
Scharf Investments
California
$1.18M -$1.41M -1,663 -53%
MAM
182
Martingale Asset Management
Massachusetts
$1.17M -$1.44M -1,700 -54%
PP
183
PDT Partners
New York
$1.15M +$1.21M +1,429 New
FANJ
184
Financial Architects (New Jersey)
New Jersey
$1.14M
Allianz Asset Management
185
Allianz Asset Management
Germany
$1.14M -$804K -950 -40%
ARTA
186
A.R.T. Advisors
New York
$1.1M +$918K +1,085 +374%
Rafferty Asset Management
187
Rafferty Asset Management
New York
$1.09M +$580K +685 +101%
NCM
188
Narwhal Capital Management
Georgia
$1.09M -$8.46K -10 -0.7%
TYCC
189
Texas Yale Capital Corp
Florida
$1.04M
BNP Paribas Asset Management
190
BNP Paribas Asset Management
France
$1.03M
ONB
191
Old National Bancorp
Indiana
$979K -$140K -166 -12%
Walleye Trading
192
Walleye Trading
New York
$965K +$1.02M +1,203 New
SIC
193
Salem Investment Counselors
North Carolina
$942K
KeyBank National Association
194
KeyBank National Association
Ohio
$883K -$81.2K -96 -8%
GG
195
Gofen & Glossberg
Illinois
$851K
ST
196
Smithfield Trust
Pennsylvania
$850K -$102K -120 -10%
Creative Planning
197
Creative Planning
Kansas
$849K +$896K +1,059 New
BNP Paribas Financial Markets
198
BNP Paribas Financial Markets
France
$797K -$599K -708 -42%
Voloridge Investment Management
199
Voloridge Investment Management
Florida
$792K +$836K +988 New
SG Americas Securities
200
SG Americas Securities
New York
$791K +$299K +353 +56%

MKL Hedge Fund Activity: Q3 2015 in Review

351 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2015, worth a combined $8.57B — down 0.93% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MKL positions and 22 closed out — a net gain of 25 holders — while 103 added to existing stakes and 125 trimmed.

The largest buyer was Commonwealth Bank of Australia, adding an estimated $60.2M. The largest seller was Sprucegrove Investment Management, cutting an estimated $64.7M.

  • 351 institutional investors held Markel Group (MKL) as of Q3 2015, up from 330 in Q2 2015.
  • Funds reported $8.57B of Markel Group stock for Q3 2015, down 0.93% quarter-over-quarter.
  • 47 funds opened new Markel Group positions in Q3 2015 and 22 closed out, a net change of +25 holders.
  • The largest Markel Group buyer in Q3 2015 was Commonwealth Bank of Australia, an estimated $60.2M added.
  • The largest Markel Group seller in Q3 2015 was Sprucegrove Investment Management, an estimated $64.7M sold.

Based on aggregated 13F filings for Q3 2015.