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MGIC Investment

227 hedge funds and large institutions have $2.93B invested in MGIC Investment in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

20% more call options, than puts

Call options by funds: $55.4M | Put options by funds: $46.1M

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

14% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 73

10% more capital invested

Capital invested by funds: $2.67B → $2.93B (+$259M)

5.55% more ownership

Funds ownership: 92.88%98.42% (+5.5%)

1% more funds holding

Funds holding: 224227 (+3)

Holders
227
Holders Change
+3
Holders Change %
+1.34%
% of All Funds
6.52%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.46%
New
33
Increased
83
Reduced
73
Closed
29
Calls
$55.4M
Puts
$46.1M
Net Calls
+$9.33M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$187M +$9.49M +1,092,834 +6%
PC
2
Paulson & Co
New York
$153M
MC
3
Maverick Capital
Texas
$141M -$11.1M -1,282,953 -8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$118M +$187K +21,545 +0.2%
Goldman Sachs
5
Goldman Sachs
New York
$116M +$16.9M +1,949,141 +18%
CRAM
6
Claren Road Asset Management
New York
$111M +$4.34M +500,000 +4%
State Street
7
State Street
Massachusetts
$106M -$9.7M -1,117,098 -9%
OCM
8
Oaktree Capital Management
California
$105M
DCM
9
Discovery Capital Management
Connecticut
$98M
BIT
10
BlackRock Institutional Trust
California
$84.5M +$201K +23,168 +0.3%
MVP
11
Miller Value Partners
Florida
$78.7M -$2.97M -342,300 -4%
BFA
12
BlackRock Fund Advisors
California
$72.9M -$5.01M -577,084 -7%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$64.7M +$60.8M +7,004,929 New
PIM
14
Platinum Investment Management
Australia
$64M
Wellington Management Group
15
Wellington Management Group
Massachusetts
$54.9M -$6.4M -736,868 -11%
LM
16
Lasry Marc
$49.8M
JHIU
17
Janus Henderson Investors US
Colorado
$47.8M +$3.15M +362,926 +8%
EAM
18
Eagle Asset Management
Florida
$47.7M +$4.58M +527,524 +11%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$43.2M -$34.5M -3,970,114 -46%
PFU
20
Parus Finance (UK)
United Kingdom
$42.9M +$8.88M +1,023,030 +28%
Ameriprise
21
Ameriprise
Minnesota
$42.5M -$7.7M -886,645 -16%
Norges Bank
22
Norges Bank
Norway
$42.4M +$12.4M +1,431,371 +45%
Northern Trust
23
Northern Trust
Illinois
$36.1M -$3M -344,990 -8%
MCM
24
Munder Capital Management
Michigan
$34.8M +$2.24M +258,202 +7%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$32.5M +$30.6M +3,519,600 New

MTG Hedge Fund Activity: Q2 2014 in Review

227 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in MGIC Investment (MTG) for Q2 2014, worth a combined $2.93B — up 9.7% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MTG positions and 29 closed out — a net gain of 4 holders — while 83 added to existing stakes and 73 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $60.8M. The largest seller was Dimensional Fund Advisors, cutting an estimated $34.5M.

  • 227 institutional investors held MGIC Investment (MTG) as of Q2 2014, up from 224 in Q1 2014.
  • Funds reported $2.93B of MGIC Investment stock for Q2 2014, up 9.7% quarter-over-quarter.
  • 33 funds opened new MGIC Investment positions in Q2 2014 and 29 closed out, a net change of +4 holders.
  • The largest MGIC Investment buyer in Q2 2014 was Schroder Investment Management Group, an estimated $60.8M added.
  • The largest MGIC Investment seller in Q2 2014 was Dimensional Fund Advisors, an estimated $34.5M sold.

Based on aggregated 13F filings for Q2 2014.