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Mercer International

123 hedge funds and large institutions have $450M invested in Mercer International in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 50 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

314,176% more call options, than puts

Call options by funds: $53.4M | Put options by funds: $17K

2.85% more ownership

Funds ownership: 81.14%83.99% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less funds holding

Funds holding: 132123 (-9)

14% less capital invested

Capital invested by funds: $525M → $450M (-$74.4M)

20% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 50

33% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 27

Holders
123
Holders Change
-9
Holders Change %
-6.82%
% of All Funds
1.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
18
Increased
40
Reduced
50
Closed
27
Calls
$53.4M
Puts
$17K
Net Calls
+$53.4M
Net Calls Change
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KTA
26
Keeley-Teton Advisors
Illinois
$2.54M -$136K -15,016 -5%
AF
27
Aegis Financial
Virginia
$2.5M
Morgan Stanley
28
Morgan Stanley
New York
$2.38M +$422K +46,483 +19%
Ameriprise
29
Ameriprise
Minnesota
$1.87M -$90.8K -10,003 -4%
Principal Financial Group
30
Principal Financial Group
Iowa
$1.83M -$120K -13,188 -5%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$1.82M +$36.4K +4,005 +2%
Citadel Advisors
32
Citadel Advisors
Florida
$1.78M +$1.79M +196,749 +821%
EST
33
EA Series Trust
Pennsylvania
$1.54M +$1.74M +191,386 New
EF
34
Empowered Funds
Pennsylvania
$1.54M +$1.74M +191,386 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.5M +$1.41M +154,982 +506%
SRC
36
Shufro Rose & Co
New York
$1.46M -$76.3K -8,400 -4%
ECM
37
ExodusPoint Capital Management
New York
$1.31M +$1.48M +162,869 New
Northern Trust
38
Northern Trust
Illinois
$1.25M +$5.17K +570 +0.4%
RA
39
Royce & Associates
New York
$1.16M +$404K +44,555 +45%
AQR Capital Management
40
AQR Capital Management
Connecticut
$1.06M -$309K -34,063 -21%
Skandinaviska Enskilda Banken (SEB)
41
Skandinaviska Enskilda Banken (SEB)
Sweden
$940K -$1.88M -207,122 -64%
Legal & General Group
42
Legal & General Group
United Kingdom
$885K +$33.6K +3,707 +3%
Lazard Asset Management
43
Lazard Asset Management
New York
$744K -$231K -25,428 -22%
WA
44
Whitebox Advisors
Minnesota
$721K +$90.8K +10,000 +13%
Swiss National Bank
45
Swiss National Bank
Switzerland
$698K -$58.1K -6,400 -7%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$637K -$29.1K -3,203 -4%
OQS
47
Occudo Quantitative Strategies
Florida
$602K +$678K +74,657 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$581K -$51K -5,620 -7%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$580K +$8.54K +941 +1%
UBS AM
50
UBS AM
Illinois
$572K

MERC Hedge Fund Activity: Q2 2023 in Review

123 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Mercer International (MERC) for Q2 2023, worth a combined $450M — down 14% from $525M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of MERC and 18 opened new positions — a net loss of 9 holders — while 50 trimmed existing stakes and 40 added.

The largest buyer was Gates Capital Management, opening a new position worth an estimated $33.1M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $19.6M sold.

  • 123 institutional investors held Mercer International (MERC) as of Q2 2023, down from 132 in Q1 2023.
  • Funds reported $450M of Mercer International stock for Q2 2023, down 14% quarter-over-quarter.
  • 18 funds opened new Mercer International positions in Q2 2023 and 27 closed out, a net change of -9 holders.
  • The largest Mercer International buyer in Q2 2023 was Gates Capital Management, an estimated $33.1M added.
  • The largest Mercer International seller in Q2 2023 was Wasatch Advisors, an estimated $19.6M sold.

Based on aggregated 13F filings for Q2 2023.