UBS AM
MERC icon

UBS AM’s Mercer International MERC Stock Holding History

UBS AM’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
2025
Q1 		– Sell
-122,053
Closed -$793K – 2678
2024
Q4 		$793K Sell
122,053
-14,230
-10% -$93.1K ﹤0.01% 2453
2024
Q3 		$923K Buy
136,283
+33,525
+33% +$232K ﹤0.01% 2433
2024
Q2 		$878K Buy
102,758
+57,610
+128% +$555K ﹤0.01% 2443
2024
Q1 		$449K Hold
45,148
– – ﹤0.01% 2320
2023
Q4 		$428K Hold
45,148
– – ﹤0.01% 2366
2023
Q3 		$387K Sell
45,148
-13,404
-23% -$116K ﹤0.01% 2373
2023
Q2 		$572K Hold
58,552
– – ﹤0.01% 2267
2023
Q1 		$572K Buy
+58,552
New +$660K ﹤0.01% 2267
2022
Q4 		– Sell
-50,254
Closed -$618K – 2668
2022
Q3 		$618K Buy
50,254
+8,906
+22% +$132K ﹤0.01% 2252
2022
Q2 		$544K Sell
41,348
-3,120
-7% -$46.2K ﹤0.01% 2271
2022
Q1 		$620K Hold
44,468
– – ﹤0.01% 2378
2021
Q4 		$533K Buy
44,468
+6,440
+17% +$71.4K ﹤0.01% 2530
2021
Q3 		$441K Hold
38,028
– – ﹤0.01% 2543
2021
Q2 		$485K Buy
38,028
+8,785
+30% +$130K ﹤0.01% 2550
2021
Q1 		$421K Hold
29,243
– – ﹤0.01% 2437
2020
Q4 		$300K Hold
29,243
– – ﹤0.01% 2412
2020
Q3 		$193K Hold
29,243
– – ﹤0.01% 2408
2020
Q2 		$239K Buy
29,243
+1,421
+5% +$11.9K ﹤0.01% 2343
2020
Q1 		$201K Sell
27,822
-2,482
-8% -$24.9K ﹤0.01% 2279
2019
Q4 		$373K Buy
30,304
+154
+0.5% +$1.88K ﹤0.01% 2325
2019
Q3 		$378K Buy
30,150
+2,256
+8% +$28.5K ﹤0.01% 2381
2019
Q2 		$432K Buy
27,894
+288
+1% +$4.33K ﹤0.01% 2275
2019
Q1 		$373K Buy
27,606
+17,251
+167% +$237K ﹤0.01% 2222
2018
Q4 		$108K Buy
+10,355
New +$144K ﹤0.01% 2509
2016
Q4 		– Sell
-18,772
Closed -$159K – 2589
2016
Q3 		$159K Hold
18,772
– – ﹤0.01% 2514
2016
Q2 		$150K Hold
18,772
– – ﹤0.01% 2525
2016
Q1 		$177K Buy
+18,772
New +$152K ﹤0.01% 2464

Other funds holding MERC

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
BCA
Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AF
Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return

UBS AM's MERC Position: Q1 2025 in Review

UBS AM sold out of Mercer International (MERC) in Q1 2025, closing a stake of 122,053 shares — an estimated $793K sold.

UBS AM first reported a position in MERC in Q1 2016 and held it in 27 quarters. The position peaked at $923K in Q3 2024. 112 funds tracked by Wall St. Rank hold MERC as of Q1 2025.

  • UBS AM reported no remaining Mercer International position as of Q1 2025 after selling out during the quarter.
  • UBS AM sold 122,053 Mercer International shares in Q1 2025, an estimated $793K.
  • UBS AM first reported a position in Mercer International in Q1 2016 and held it in 27 quarters.
  • UBS AM's Mercer International position peaked at $923K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held Mercer International as of Q1 2025.

Based on UBS AM's 13F filing for Q1 2025, filed 19 May 2025.