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Mercer International

43 hedge funds and large institutions have $304M invested in Mercer International in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

670% more call options, than puts

Call options by funds: $331K | Put options by funds: $43K

42% more capital invested

Capital invested by funds: $214M → $304M (+$89.7M)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

2% less funds holding

Funds holding: 4443 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
15
Reduced
14
Closed
3
Calls
$331K
Puts
$43K
Net Calls
+$288K
Net Calls Change
+$139K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$394K +$98K +10,978 +38%
Citadel Advisors
27
Citadel Advisors
Florida
$385K -$160K -17,958 -32%
RFC
28
Russell Frank Company
Washington
$380K
Goldman Sachs
29
Goldman Sachs
New York
$296K -$121K -13,580 -31%
State Street
30
State Street
Massachusetts
$270K
CI
31
Capital Innovations
Wisconsin
$246K +$221K +24,724 New
Bank of America
32
Bank of America
North Carolina
$188K -$13.4K -1,500 -7%
JP Morgan Chase
33
JP Morgan Chase
New York
$187K -$14.8K -1,660 -8%
Citigroup
34
Citigroup
New York
$178K
Charles Schwab
35
Charles Schwab
California
$165K -$59.4K -6,660 -29%
NFA
36
Nationwide Fund Advisors
Ohio
$96K
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$80K
TRCT
38
Tower Research Capital (TRC)
New York
$25K +$19.6K +2,196 +682%
U
39
UBS
Switzerland
$15K +$13.5K +1,517 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$7K -$10.8K -1,215 -63%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$4K -$9.37K -1,050 -72%
Creative Planning
42
Creative Planning
Kansas
$2K
Wells Fargo
43
Wells Fargo
California
$1K -$39.3K -4,400 -98%
NG
44
NatWest Group
United Kingdom
-$3.99M -562,294 Closed
BPGAM
45
BTG Pactual Global Asset Management
Bermuda
-$354K -50,000 Closed
Allianz Asset Management
46
Allianz Asset Management
Germany
-$238K -33,535 Closed

MERC Hedge Fund Activity: Q4 2013 in Review

43 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Mercer International (MERC) for Q4 2013, worth a combined $304M — up 42% from $214M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of MERC and 2 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 15 added.

The largest buyer was Huber Capital Management, adding an estimated $4.01M. The largest seller was NatWest Group, exiting entirely with an estimated $3.99M sold.

  • 43 institutional investors held Mercer International (MERC) as of Q4 2013, down from 44 in Q3 2013.
  • Funds reported $304M of Mercer International stock for Q4 2013, up 42% quarter-over-quarter.
  • 2 funds opened new Mercer International positions in Q4 2013 and 3 closed out, a net change of -1 holder.
  • The largest Mercer International buyer in Q4 2013 was Huber Capital Management, an estimated $4.01M added.
  • The largest Mercer International seller in Q4 2013 was NatWest Group, an estimated $3.99M sold.

Based on aggregated 13F filings for Q4 2013.