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Mercer International

144 hedge funds and large institutions have $564M invested in Mercer International in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $2.51M

2.5% more ownership

Funds ownership: 78.21%80.71% (+2.5%)

6% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 49

5% less funds holding

Funds holding: 152144 (-8)

11% less capital invested

Capital invested by funds: $637M → $564M (-$72.4M)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
144
Holders Change
-8
Holders Change %
-5.26%
% of All Funds
2.31%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
25
Increased
52
Reduced
49
Closed
30
Calls
$2.88M
Puts
$2.51M
Net Calls
+$365K
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
126
Armstrong Advisory Group
Massachusetts
$21.4K +$24.4K +1,837 New
SWA
127
Sutton Wealth Advisors
Florida
$19.9K
New York State Common Retirement Fund
128
New York State Common Retirement Fund
New York
$19.7K +$22.5K +1,692 New
BWM
129
BerganKDV Wealth Management
Minnesota
$9.68K
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$8K +$4.75K +357 +103%
Balyasny Asset Management
131
Balyasny Asset Management
Illinois
$4.14K +$4.74K +356 New
EWA
132
EverSource Wealth Advisors
Alabama
$3.31K -$4.34K -326 -53%
Deutsche Bank
133
Deutsche Bank
Germany
$2.82K +$3.22K +242 New
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$2.04K +$1.6K +120 +218%
PA
135
Parallel Advisors
California
$1.7K
Fidelity Investments
136
Fidelity Investments
Massachusetts
$1.34K -$4.3K -323 -74%
FHA
137
First Horizon Advisors
Tennessee
$659
FGAM
138
Financial Gravity Asset Management
Texas
$615 +$160 +12 New
FFA
139
Farther Finance Advisors
California
$512 +$585 +44 New
FMII
140
Farmers & Merchants Investments Inc
Nebraska
$396 +$106 +8 +31%
VCM
141
Versant Capital Management
Arizona
$326
PFBT
142
Parkside Financial Bank & Trust
Missouri
$244
CS
143
Comerica Securities
Michigan
$175 +$200 +15 New
Amundi
144
Amundi
France
-$3.79M -281,000 Closed
Two Sigma Investments
145
Two Sigma Investments
New York
-$1.35M -109,426 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
146
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.23M -99,600 Closed
CSS
147
Cubist Systematic Strategies
Connecticut
-$1.17M -94,768 Closed
SFI
148
Susquehanna Fundamental Investments
Pennsylvania
-$1.04M -84,189 Closed
TWM
149
TriaGen Wealth Management
California
-$1.03M -84,107 Closed
AG
150
Algert Global
California
-$803K -65,265 Closed

MERC Hedge Fund Activity: Q4 2022 in Review

144 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Mercer International (MERC) for Q4 2022, worth a combined $564M — down 11% from $637M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of MERC and 25 opened new positions — a net loss of 5 holders — while 49 trimmed existing stakes and 52 added.

The largest buyer was Atlas FRM, adding an estimated $26.6M. The largest seller was Boundary Creek Advisors, cutting an estimated $10.9M.

  • 144 institutional investors held Mercer International (MERC) as of Q4 2022, down from 152 in Q3 2022.
  • Funds reported $564M of Mercer International stock for Q4 2022, down 11% quarter-over-quarter.
  • 25 funds opened new Mercer International positions in Q4 2022 and 30 closed out, a net change of -5 holders.
  • The largest Mercer International buyer in Q4 2022 was Atlas FRM, an estimated $26.6M added.
  • The largest Mercer International seller in Q4 2022 was Boundary Creek Advisors, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2022.