Markel Group
418 hedge funds and large institutions have $9.84B invested in Markel Group in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 123 increasing their positions, 165 reducing their positions, and 33 closing their positions.
0.85% less ownership
Funds ownership: 76.23% → 75.38% (-0.85%)
3% less capital invested
Capital invested by funds: $10.1B → $9.84B (-$273M)
3% less funds holding
Funds holding: 432 → 418 (-14)
6% less funds holding in top 10
Funds holding in top 10: 32 → 30 (-2)
25% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 165
30% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 33
31% less call options, than puts
Call options by funds: $14.8M | Put options by funds: $21.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MVIP
Mar Vista Investment Partners
Los Angeles,
California
|
+$30.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$24.5M |
| 3 |
LS
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
+$21.2M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$17.9M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Emerald Acquisition
Seattle,
Washington
|
-$57.2M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$24.2M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$19.9M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$15.4M |
| 5 |
SIM
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
-$15.2M |
MKL Hedge Fund Activity: Q3 2016 in Review
418 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2016, worth a combined $9.84B — down 2.7% from $10.1B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of MKL and 23 opened new positions — a net loss of 10 holders — while 165 trimmed existing stakes and 123 added.
The largest buyer was Mar Vista Investment Partners, adding an estimated $30.5M. The largest seller was Emerald Acquisition, cutting an estimated $57.2M.
- 418 institutional investors held Markel Group (MKL) as of Q3 2016, down from 432 in Q2 2016.
- Funds reported $9.84B of Markel Group stock for Q3 2016, down 2.7% quarter-over-quarter.
- 23 funds opened new Markel Group positions in Q3 2016 and 33 closed out, a net change of -10 holders.
- The largest Markel Group buyer in Q3 2016 was Mar Vista Investment Partners, an estimated $30.5M added.
- The largest Markel Group seller in Q3 2016 was Emerald Acquisition, an estimated $57.2M sold.
Based on aggregated 13F filings for Q3 2016.