We are live on ! Find out more
MERC icon

Mercer International
MERC

134 hedge funds and large institutions have $628M invested in Mercer International in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 45

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less funds holding

Funds holding: 135 → 134 (-1)

4% less capital invested

Capital invested by funds: $654M → $628M (-$26.3M)

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

1.7% less ownership

Funds ownership: 79.51% → 77.8% (-1.7%)

15% less call options, than puts

Call options by funds: $300K | Put options by funds: $353K

Holders
134
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
49
Reduced
45
Closed
22
Calls
$300K
Puts
$353K
Net Calls
-$53K
Net Calls Change
-$1.8M

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$5.24M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$2.68M
3
SFM
Systematic Financial Management
New Jersey
+$1.76M
4
BlackRock
BlackRock
New York
+$1.68M
5
Millennium Management
Millennium Management
New York
+$1.67M

Top Sellers

Rank Fund Capital Flow
1
KCM
Knighthead Capital Management
New York
-$9.49M
2
FP
Foundry Partners
Minnesota
-$5.11M
3
LSV Asset Management
LSV Asset Management
Illinois
-$4.38M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$2.75M
5
Lazard Asset Management
Lazard Asset Management
New York
-$2.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$3.96M -$945K -77,412 -19%
Principal Financial Group
27
Principal Financial Group
Iowa
$3.89M +$6.47K +530 +0.2%
VEA
28
Virtus ETF Advisers
New York
$3.46M +$1.14M +93,669 +50%
MCM
29
Matarin Capital Management
New York
$2.55M -$598K -48,960 -19%
Franklin Resources
30
Franklin Resources
California
$2.37M – – –
SRC
31
Shufro Rose & Co
New York
$1.91M +$60.4K +4,950 +3%
Morgan Stanley
32
Morgan Stanley
New York
$1.77M +$162K +13,305 +10%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.47M -$427 -35 -0%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$1.47M +$18.3K +1,500 +1%
WG
35
Winton Group
United Kingdom
$1.33M -$713K -58,402 -35%
Jane Street
36
Jane Street
New York
$1.26M +$1.25M +102,770 New
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$1.26M +$1.25M +102,682 New
PPA
38
Parametric Portfolio Associates
Washington
$1.24M +$122K +10,001 +11%
AIMCA
39
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.18M -$1M -82,000 -46%
Legal & General Group
40
Legal & General Group
United Kingdom
$1.15M +$60.4K +4,948 +6%
SEI Investments
41
SEI Investments
Pennsylvania
$1.11M -$8.3K -680 -0.7%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.1M -$148K -12,100 -12%
Goldman Sachs
43
Goldman Sachs
New York
$1.01M +$227K +18,615 +29%
Swiss National Bank
44
Swiss National Bank
Switzerland
$1M +$35.4K +2,900 +4%
JIR
45
James Investment Research
Ohio
$982K +$2.01K +165 +0.2%
USGIU
46
U.S. Global Investors (USGI)
Texas
$974K +$453K +37,109 +88%
JP Morgan Chase
47
JP Morgan Chase
New York
$970K -$165K -13,532 -15%
Macquarie Group
48
Macquarie Group
Australia
$945K +$317K +25,970 +51%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$907K -$59.1K -4,846 -6%
Allianz Asset Management
50
Allianz Asset Management
Germany
$890K -$2.48M -203,401 -74%
1
2
3 4 5

MERC Hedge Fund Activity: Q4 2019 in Review

134 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Mercer International (MERC) for Q4 2019, worth a combined $628M — down 4% from $654M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of MERC and 21 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 49 added.

The largest buyer was Royce & Associates, adding an estimated $5.24M. The largest seller was Knighthead Capital Management, cutting an estimated $9.49M.

  • 134 institutional investors held Mercer International (MERC) as of Q4 2019, down from 135 in Q3 2019.
  • Funds reported $628M of Mercer International stock for Q4 2019, down 4% quarter-over-quarter.
  • 21 funds opened new Mercer International positions in Q4 2019 and 22 closed out, a net change of -1 holder.
  • The largest Mercer International buyer in Q4 2019 was Royce & Associates, an estimated $5.24M added.
  • The largest Mercer International seller in Q4 2019 was Knighthead Capital Management, an estimated $9.49M sold.

Based on aggregated 13F filings for Q4 2019.