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MGIC Investment

352 hedge funds and large institutions have $3.68B invested in MGIC Investment in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 131 increasing their positions, 131 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $466K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

5% more capital invested

Capital invested by funds: $3.52B → $3.68B (+$159M)

0% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 131

0.08% less ownership

Funds ownership: 94.72%94.64% (-0.08%)

3% less funds holding

Funds holding: 363352 (-11)

19% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 43

Holders
352
Holders Change
-11
Holders Change %
-3.03%
% of All Funds
5.61%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
35
Increased
131
Reduced
131
Closed
43
Calls
$1.51M
Puts
$466K
Net Calls
+$1.04M
Net Calls Change
+$195K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$561M +$21.5M +1,598,423 +4%
BlackRock
2
BlackRock
New York
$370M -$12.3M -915,758 -3%
First Trust Advisors
3
First Trust Advisors
Illinois
$201M +$165M +12,227,328 +450%
JP Morgan Chase
4
JP Morgan Chase
New York
$193M +$4.42M +328,140 +2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$187M -$17.4M -1,295,447 -9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$162M +$22.5M +1,672,793 +16%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$162M -$35M -2,596,843 -18%
State Street
8
State Street
Massachusetts
$139M -$980K -72,792 -0.7%
LSV Asset Management
9
LSV Asset Management
Illinois
$123M +$5.77M +428,307 +5%
ClearBridge Investments
10
ClearBridge Investments
New York
$72.9M +$32.6M +2,424,112 +81%
Goldman Sachs
11
Goldman Sachs
New York
$72.3M -$104M -7,699,407 -59%
Morgan Stanley
12
Morgan Stanley
New York
$69.1M -$5.29M -392,760 -7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$61.4M +$6.11M +453,323 +11%
GAM
14
Goldentree Asset Management
New York
$50.6M +$50.7M +3,767,474 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$50.1M -$267K -19,821 -0.5%
Brown Advisory
16
Brown Advisory
Maryland
$49.4M +$763K +56,682 +2%
DSC
17
Donald Smith & Co
New York
$47.5M -$82K -6,089 -0.2%
Ameriprise
18
Ameriprise
Minnesota
$45.6M +$524K +38,893 +1%
Northern Trust
19
Northern Trust
Illinois
$44.7M +$5.27M +391,219 +13%
AQR Capital Management
20
AQR Capital Management
Connecticut
$41.3M +$18.2M +1,354,592 +78%
Victory Capital Management
21
Victory Capital Management
Texas
$40.6M +$3.17M +235,120 +8%
Charles Schwab
22
Charles Schwab
California
$37.7M -$249K -18,476 -0.7%
American Century Companies
23
American Century Companies
Missouri
$37M +$5.57M +413,532 +17%
William Blair Investment Management
24
William Blair Investment Management
Illinois
$34.1M +$97.7K +7,256 +0.3%
MCM
25
Moore Capital Management
New York
$33.7M -$2.41M -179,163 -7%

MTG Hedge Fund Activity: Q1 2023 in Review

352 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MGIC Investment (MTG) for Q1 2023, worth a combined $3.68B — up 4.5% from $3.52B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of MTG and 35 opened new positions — a net loss of 8 holders — while 131 trimmed existing stakes and 131 added.

The largest buyer was First Trust Advisors, adding an estimated $165M. The largest seller was Goldman Sachs, cutting an estimated $104M.

  • 352 institutional investors held MGIC Investment (MTG) as of Q1 2023, down from 363 in Q4 2022.
  • Funds reported $3.68B of MGIC Investment stock for Q1 2023, up 4.5% quarter-over-quarter.
  • 35 funds opened new MGIC Investment positions in Q1 2023 and 43 closed out, a net change of -8 holders.
  • The largest MGIC Investment buyer in Q1 2023 was First Trust Advisors, an estimated $165M added.
  • The largest MGIC Investment seller in Q1 2023 was Goldman Sachs, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2023.