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MGIC Investment

337 hedge funds and large institutions have $4.46B invested in MGIC Investment in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 32

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

13% more capital invested

Capital invested by funds: $3.95B → $4.46B (+$515M)

3% more funds holding

Funds holding: 327337 (+10)

1.81% more ownership

Funds ownership: 88.84%90.66% (+1.8%)

7% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 119

60% less call options, than puts

Call options by funds: $7.03M | Put options by funds: $17.6M

Holders
337
Holders Change
+10
Holders Change %
+3.06%
% of All Funds
6.64%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
46
Increased
127
Reduced
119
Closed
32
Calls
$7.03M
Puts
$17.6M
Net Calls
-$10.6M
Net Calls Change
-$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$501M +$3.82M +275,606 +0.8%
BlackRock
2
BlackRock
New York
$255M +$12.9M +927,132 +5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$182M -$32.4M -2,334,597 -15%
LSV Asset Management
4
LSV Asset Management
Illinois
$174M -$3.13M -226,127 -2%
APG Asset Management
5
APG Asset Management
Netherlands
$153M -$1.05M -75,441 -0.6%
AL
6
AJO LP
Pennsylvania
$149M +$7.83M +564,915 +6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$120M +$5.22M +376,588 +5%
AQR Capital Management
8
AQR Capital Management
Connecticut
$118M +$22.5M +1,620,455 +24%
Goldman Sachs
9
Goldman Sachs
New York
$103M +$6.68M +482,075 +7%
State Street
10
State Street
Massachusetts
$99.6M +$875K +63,102 +0.9%
VNIM
11
Vaughan Nelson Investment Management
Texas
$96.1M +$12.3M +886,752 +15%
Invesco
12
Invesco
Georgia
$81.8M +$753K +54,336 +1%
ClearBridge Investments
13
ClearBridge Investments
New York
$74.1M -$1.06M -76,261 -1%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$73.5M +$436K +31,463 +0.6%
Man Group
15
Man Group
United Kingdom
$72.1M -$3.79M -273,160 -5%
Point72 Asset Management
16
Point72 Asset Management
Connecticut
$70M -$42.7M -3,083,346 -38%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$68.7M +$7.4M +533,605 +12%
Macquarie Group
18
Macquarie Group
Australia
$63.3M +$3.65M +263,001 +6%
N
19
Nuveen
North Carolina
$62.2M +$12.2M +881,387 +25%
Charles Schwab
20
Charles Schwab
California
$58.9M +$207K +14,949 +0.4%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$57.4M +$1.36M +97,757 +2%
Skandinaviska Enskilda Banken (SEB)
22
Skandinaviska Enskilda Banken (SEB)
Sweden
$56.9M +$26.5M +1,912,800 +91%
Ameriprise
23
Ameriprise
Minnesota
$55.8M +$7.33M +529,111 +16%
BAM
24
Bayview Asset Management
Florida
$54.9M -$793K -57,200 -1%
Millennium Management
25
Millennium Management
New York
$53.6M +$8.58M +618,952 +20%

MTG Hedge Fund Activity: Q4 2019 in Review

337 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in MGIC Investment (MTG) for Q4 2019, worth a combined $4.46B — up 13% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MTG positions and 32 closed out — a net gain of 14 holders — while 127 added to existing stakes and 119 trimmed.

The largest buyer was Skandinaviska Enskilda Banken (SEB), adding an estimated $26.5M. The largest seller was Point72 Asset Management, cutting an estimated $42.7M.

  • 337 institutional investors held MGIC Investment (MTG) as of Q4 2019, up from 327 in Q3 2019.
  • Funds reported $4.46B of MGIC Investment stock for Q4 2019, up 13% quarter-over-quarter.
  • 46 funds opened new MGIC Investment positions in Q4 2019 and 32 closed out, a net change of +14 holders.
  • The largest MGIC Investment buyer in Q4 2019 was Skandinaviska Enskilda Banken (SEB), an estimated $26.5M added.
  • The largest MGIC Investment seller in Q4 2019 was Point72 Asset Management, an estimated $42.7M sold.

Based on aggregated 13F filings for Q4 2019.