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Mercer International

116 hedge funds and large institutions have $498M invested in Mercer International in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,417% more call options, than puts

Call options by funds: $48.8M | Put options by funds: $573K

59% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 32

11% more capital invested

Capital invested by funds: $450M → $498M (+$47.8M)

3.28% more ownership

Funds ownership: 83.99%87.26% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less funds holding

Funds holding: 123116 (-7)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
116
Holders Change
-7
Holders Change %
-5.69%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
51
Reduced
32
Closed
21
Calls
$48.8M
Puts
$573K
Net Calls
+$48.2M
Net Calls Change
-$5.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$2.44M +$849K +98,508 +53%
Ameriprise
27
Ameriprise
Minnesota
$2.27M +$275K +31,879 +14%
Principal Financial Group
28
Principal Financial Group
Iowa
$1.98M +$36.3K +4,205 +2%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.93M -$7.46K -865 -0.4%
Renaissance Technologies
30
Renaissance Technologies
New York
$1.83M -$1.87M -217,089 -50%
RAM
31
Readystate Asset Management
Illinois
$1.82M +$1.83M +211,870 New
EF
32
Empowered Funds
Pennsylvania
$1.79M +$147K +17,064 +9%
SRC
33
Shufro Rose & Co
New York
$1.45M -$95.7K -11,100 -6%
Northern Trust
34
Northern Trust
Illinois
$1.43M +$91.9K +10,661 +7%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.42M -$3.06M -355,201 -68%
MIM
36
Merrion Investment Management
New Jersey
$1.31M -$2.53M -293,409 -66%
Legal & General Group
37
Legal & General Group
United Kingdom
$1.08M +$143K +16,565 +15%
PI
38
PEAK6 Investments
Illinois
$996K +$885K +102,687 +764%
RA
39
Royce & Associates
New York
$881K -$352K -40,804 -28%
Simplex Trading
40
Simplex Trading
Illinois
$881K +$850K +98,605 +2,395%
Skandinaviska Enskilda Banken (SEB)
41
Skandinaviska Enskilda Banken (SEB)
Sweden
$829K -$171K -19,800 -17%
Lazard Asset Management
42
Lazard Asset Management
New York
$752K -$39.6K -4,590 -5%
Swiss National Bank
43
Swiss National Bank
Switzerland
$742K
AA
44
ALPS Advisors
Colorado
$696K +$699K +81,108 New
AG
45
Algert Global
California
$681K +$685K +79,410 New
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$591K +$45.8K +5,313 +8%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$591K +$594K +68,847 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$584K -$34.3K -3,980 -6%
Goldman Sachs
49
Goldman Sachs
New York
$567K +$90.6K +10,507 +19%
NSIM
50
North Star Investment Management
Illinois
$533K

MERC Hedge Fund Activity: Q3 2023 in Review

116 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Mercer International (MERC) for Q3 2023, worth a combined $498M — up 11% from $450M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of MERC and 17 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 51 added.

The largest buyer was Cowen and Company, adding an estimated $16.4M. The largest seller was Huber Capital Management, exiting entirely with an estimated $8.08M sold.

  • 116 institutional investors held Mercer International (MERC) as of Q3 2023, down from 123 in Q2 2023.
  • Funds reported $498M of Mercer International stock for Q3 2023, up 11% quarter-over-quarter.
  • 17 funds opened new Mercer International positions in Q3 2023 and 21 closed out, a net change of -4 holders.
  • The largest Mercer International buyer in Q3 2023 was Cowen and Company, an estimated $16.4M added.
  • The largest Mercer International seller in Q3 2023 was Huber Capital Management, an estimated $8.08M sold.

Based on aggregated 13F filings for Q3 2023.