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Mercer International

107 hedge funds and large institutions have $298M invested in Mercer International in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

18% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 33

3% more funds holding

Funds holding: 104107 (+3)

14% less call options, than puts

Call options by funds: $167K | Put options by funds: $195K

15% less capital invested

Capital invested by funds: $350M → $298M (-$51.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
18
Increased
39
Reduced
33
Closed
14
Calls
$167K
Puts
$195K
Net Calls
-$28K
Net Calls Change
-$43K
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1
Gates Capital Management
New York
$87.5M +$1.27M +143,630 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$28.2M +$1.7M +191,466 +6%
KCM
3
Knighthead Capital Management
New York
$21M -$958K -108,228 -4%
RCM
4
Redwood Capital Management
New York
$16.8M
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$13.2M -$1.44M -162,746 -9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$11.6M +$341K +38,456 +3%
HCM
7
Huber Capital Management
California
$10.2M +$2.32M +261,704 +26%
Northern Trust
8
Northern Trust
Illinois
$9.59M +$235K +26,541 +2%
Renaissance Technologies
9
Renaissance Technologies
New York
$8.78M +$981K +110,800 +11%
SI
10
Sensato Investors
California
$7.2M +$26.6K +3,000 +0.3%
Morgan Stanley
11
Morgan Stanley
New York
$5.28M -$919K -103,754 -14%
Goldman Sachs
12
Goldman Sachs
New York
$5.06M -$155K -17,494 -3%
IR
13
IAT Reinsurance
New York
$5.01M
AL
14
AJO LP
Pennsylvania
$4.62M -$317K -35,777 -6%
SAM
15
Scopus Asset Management
New York
$3.77M +$1.33M +149,772 +47%
EA
16
Emerald Acquisition
Washington
$3.58M +$3.98M +449,200 New
MCM
17
McKinley Capital Management
Alaska
$3.36M -$930 -105 -0%
AF
18
Aegis Financial
Virginia
$3.12M -$1.36M -153,979 -28%
WC
19
Walthausen & Co
New York
$3.08M +$2.07M +233,668 +153%
BIT
20
BlackRock Institutional Trust
California
$2.99M -$45.3K -5,113 -1%
BCM
21
Bridgeway Capital Management
Texas
$2.92M
Wells Fargo
22
Wells Fargo
California
$2.76M +$2.05M +231,822 +203%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$2.5M -$48.9K -5,524 -2%
PCM
24
Penn Capital Management
Pennsylvania
$2.17M +$2.41M +272,456 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$2.16M -$183K -20,714 -7%

MERC Hedge Fund Activity: Q2 2016 in Review

107 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Mercer International (MERC) for Q2 2016, worth a combined $298M — down 15% from $350M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MERC positions and 14 closed out — a net gain of 4 holders — while 39 added to existing stakes and 33 trimmed.

The largest buyer was Penn Capital Management, opening a new position worth an estimated $2.41M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $3.9M sold.

  • 107 institutional investors held Mercer International (MERC) as of Q2 2016, up from 104 in Q1 2016.
  • Funds reported $298M of Mercer International stock for Q2 2016, down 15% quarter-over-quarter.
  • 18 funds opened new Mercer International positions in Q2 2016 and 14 closed out, a net change of +4 holders.
  • The largest Mercer International buyer in Q2 2016 was Penn Capital Management, an estimated $2.41M added.
  • The largest Mercer International seller in Q2 2016 was Eagle Asset Management, an estimated $3.9M sold.

Based on aggregated 13F filings for Q2 2016.