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Mercer International

123 hedge funds and large institutions have $395M invested in Mercer International in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more call options, than puts

Call options by funds: $9.64M | Put options by funds: $1.87M

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

3% more funds holding

Funds holding: 119123 (+4)

2.72% less ownership

Funds ownership: 86.27%83.56% (-2.7%)

27% less capital invested

Capital invested by funds: $544M → $395M (-$149M)

30% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 44

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
123
Holders Change
+4
Holders Change %
+3.36%
% of All Funds
1.77%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
31
Reduced
44
Closed
14
Calls
$9.64M
Puts
$1.87M
Net Calls
+$7.77M
Net Calls Change
-$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KTA
26
Keeley-Teton Advisors
Illinois
$2.81M -$50.7K -5,669 -2%
EF
27
Empowered Funds
Pennsylvania
$2.47M +$167K +18,725 +8%
Principal Financial Group
28
Principal Financial Group
Iowa
$2.22M -$5.02K -561 -0.3%
Ameriprise
29
Ameriprise
Minnesota
$2.06M -$690K -77,131 -27%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.74M -$326K -36,455 -17%
WA
31
Whitebox Advisors
Minnesota
$1.69M +$943K +105,433 +165%
Northern Trust
32
Northern Trust
Illinois
$1.63M -$194K -21,678 -12%
Cerity Partners
33
Cerity Partners
New York
$1.51M +$1.35M +151,268 New
SRC
34
Shufro Rose & Co
New York
$1.5M -$179K -20,000 -12%
MIM
35
Merrion Investment Management
New Jersey
$1.49M
Legal & General Group
36
Legal & General Group
United Kingdom
$1.24M -$8.15K -911 -0.7%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.23M +$1.11M +124,114 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$980K -$653K -72,972 -43%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$927K +$833K +93,186 New
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$907K
AG
41
Algert Global
California
$790K
Swiss National Bank
42
Swiss National Bank
Switzerland
$783K
AA
43
ALPS Advisors
Colorado
$735K -$21.7K -2,426 -3%
CS
44
Credit Suisse
Switzerland
$733K +$5.54K +620 +0.8%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$713K +$12.3K +1,374 +2%
Renaissance Technologies
46
Renaissance Technologies
New York
$697K -$373K -41,700 -37%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$684K -$367 -41 -0.1%
Bank of America
48
Bank of America
North Carolina
$669K +$9.7K +1,084 +2%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$644K -$50.2K -5,614 -8%
PP
50
PDT Partners
New York
$604K

MERC Hedge Fund Activity: Q1 2024 in Review

123 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Mercer International (MERC) for Q1 2024, worth a combined $395M — down 27% from $544M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MERC positions and 14 closed out — a net gain of 5 holders — while 31 added to existing stakes and 44 trimmed.

The largest buyer was Boundary Creek Advisors, adding an estimated $4.59M. The largest seller was Gates Capital Management, cutting an estimated $8.53M.

  • 123 institutional investors held Mercer International (MERC) as of Q1 2024, up from 119 in Q4 2023.
  • Funds reported $395M of Mercer International stock for Q1 2024, down 27% quarter-over-quarter.
  • 19 funds opened new Mercer International positions in Q1 2024 and 14 closed out, a net change of +5 holders.
  • The largest Mercer International buyer in Q1 2024 was Boundary Creek Advisors, an estimated $4.59M added.
  • The largest Mercer International seller in Q1 2024 was Gates Capital Management, an estimated $8.53M sold.

Based on aggregated 13F filings for Q1 2024.