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Mercer International

146 hedge funds and large institutions have $695M invested in Mercer International in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

939% more call options, than puts

Call options by funds: $9.73M | Put options by funds: $937K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

34% more capital invested

Capital invested by funds: $521M → $695M (+$174M)

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

7% more funds holding

Funds holding: 137146 (+9)

2.47% more ownership

Funds ownership: 76.43%78.89% (+2.5%)

0% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 46

Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
37
Increased
46
Reduced
46
Closed
28
Calls
$9.73M
Puts
$937K
Net Calls
+$8.8M
Net Calls Change
+$8.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IR
1
IAT Reinsurance
New York
$221M -$1.92M -140,000 -0.8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$65.3M +$423K +30,763 +0.6%
BlackRock
3
BlackRock
New York
$57.6M +$46.8M +3,406,306 +398%
GCM
4
Gates Capital Management
New York
$40.4M -$12.1M -881,692 -23%
RCM
5
Redwood Capital Management
New York
$28M
Renaissance Technologies
6
Renaissance Technologies
New York
$27.8M -$7.71M -560,400 -21%
KCM
7
Knighthead Capital Management
New York
$26.3M
Vanguard Group
8
Vanguard Group
Pennsylvania
$21.3M +$7.98M +580,625 +58%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$19.6M -$7.36M -535,302 -27%
Northern Trust
10
Northern Trust
Illinois
$17.2M +$250K +18,182 +1%
WC
11
Walthausen & Co
New York
$12M -$89K -6,470 -0.7%
State Street
12
State Street
Massachusetts
$6.68M +$4.88M +354,798 +263%
FP
13
Foundry Partners
Minnesota
$6.52M +$547K +39,759 +9%
Invesco
14
Invesco
Georgia
$6.49M +$2.68M +194,948 +68%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.29M +$4.08M +296,540 +176%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$5.91M -$760K -55,254 -11%
BCM
17
Bridgeway Capital Management
Texas
$5.72M +$239K +17,400 +4%
SI
18
Sensato Investors
California
$5.47M -$1.13M -81,842 -17%
Allianz Asset Management
19
Allianz Asset Management
Germany
$5.46M -$603K -43,854 -10%
Lazard Asset Management
20
Lazard Asset Management
New York
$4.97M +$5.06M +368,041 New
Wells Fargo
21
Wells Fargo
California
$4.95M +$681K +49,533 +16%
Principal Financial Group
22
Principal Financial Group
Iowa
$4.67M +$4.75M +345,811 New
AL
23
AJO LP
Pennsylvania
$4.42M -$1.1M -79,727 -20%
SFM
24
Systematic Financial Management
New Jersey
$4.24M +$375K +27,288 +10%
Ameriprise
25
Ameriprise
Minnesota
$3.72M +$3.79M +275,360 New

MERC Hedge Fund Activity: Q1 2019 in Review

146 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Mercer International (MERC) for Q1 2019, worth a combined $695M — up 34% from $521M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new MERC positions and 28 closed out — a net gain of 9 holders — while 46 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $46.8M. The largest seller was Millennium Management, cutting an estimated $14.2M.

  • 146 institutional investors held Mercer International (MERC) as of Q1 2019, up from 137 in Q4 2018.
  • Funds reported $695M of Mercer International stock for Q1 2019, up 34% quarter-over-quarter.
  • 37 funds opened new Mercer International positions in Q1 2019 and 28 closed out, a net change of +9 holders.
  • The largest Mercer International buyer in Q1 2019 was BlackRock, an estimated $46.8M added.
  • The largest Mercer International seller in Q1 2019 was Millennium Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2019.