Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
Sowell Financial Services’s
Mercer International
MERC
Stock Holding History
Sowell Financial Services’s Portfolio
MERC Stock Details
MERC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-12,458
Closed
-$199K
–
1842
2021
Q1
$199K
Sell
12,458
-3,005
-19%
-$40K
0.01%
1055
2020
Q4
$158K
Buy
15,463
+6,540
+73%
+$52.3K
0.01%
949
2020
Q3
$59K
Buy
8,923
+7,934
+802%
+$60.8K
﹤0.01%
1155
2020
Q2
$8K
Buy
+989
New
+$8.26K
﹤0.01%
1768
Other funds holding MERC
IR
IAT Reinsurance
New York
$310M AUM
13.37%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
GCM
Gates Capital Management
New York
$2.9B AUM
12.63%
1-Year Est. Return
RCM
Redwood Capital Management
New York
$674M AUM
99.78%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
PAMU
Pictet Asset Management (UK)
London, United Kingdom
$91.6B AUM
47.77%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close