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Mercer International
MERC

119 hedge funds and large institutions have $544M invested in Mercer International in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,394% more call options, than puts

Call options by funds: $32.4M | Put options by funds: $2.17M

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

9% more capital invested

Capital invested by funds: $498M → $544M (+$45.8M)

3% more funds holding

Funds holding: 116 → 119 (+3)

0.99% less ownership

Funds ownership: 87.26% → 86.27% (-0.99%)

16% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 44

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
37
Reduced
44
Closed
14
Calls
$32.4M
Puts
$2.17M
Net Calls
+$30.2M
Net Calls Change
-$18M

Top Buyers

Rank Fund Capital Flow
1
BCA
Boundary Creek Advisors
New York
+$12.3M
2
HIG
Herr Investment Group
Texas
+$4.95M
3
Morgan Stanley
Morgan Stanley
New York
+$3.3M
4
Invesco
Invesco
Georgia
+$2.31M
5
BlackRock
BlackRock
New York
+$1.67M

Top Sellers

Rank Fund Capital Flow
1
GCM
Gates Capital Management
New York
-$21.5M
2
Millennium Management
Millennium Management
New York
-$5.84M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.55M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.49M
5
Renaissance Technologies
Renaissance Technologies
New York
-$913K
Name Holding Trade Value Shares
Change 		Change in
Stake
IR
1
IAT Reinsurance
New York
$156M – – –
BlackRock
2
BlackRock
New York
$46.1M +$1.67M +186,627 +4%
BCA
3
Boundary Creek Advisors
New York
$38.3M +$12.3M +1,373,481 +51%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$35.8M +$166K +18,533 +0.5%
CAC
5
Cowen and Company
New York
$31.3M – – –
AF
6
Atlas FRM
Connecticut
$29.9M – – –
GCM
7
Gates Capital Management
New York
$24.7M -$21.5M -2,397,413 -48%
RCM
8
Redwood Capital Management
New York
$18M – – –
Vanguard Group
9
Vanguard Group
Pennsylvania
$13.7M +$457K +50,887 +4%
Wells Fargo
10
Wells Fargo
California
$12.2M +$686K +76,504 +6%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$11.4M -$729K -81,250 -6%
Pictet Asset Management
12
Pictet Asset Management
Switzerland
$11.3M -$104K -11,637 -1%
State Street
13
State Street
Massachusetts
$9.5M +$674K +75,083 +8%
Charles Schwab
14
Charles Schwab
California
$8.67M +$887K +98,895 +12%
Invesco
15
Invesco
Georgia
$7.58M +$2.31M +257,858 +48%
OC
16
Oppenheimer & Co
New York
$7.48M -$582K -64,922 -8%
American Century Companies
17
American Century Companies
Missouri
$6.66M -$30.6K -3,407 -0.5%
Morgan Stanley
18
Morgan Stanley
New York
$6.32M +$3.3M +368,181 +124%
HIG
19
Herr Investment Group
Texas
$5.23M +$4.95M +551,969 New
BCM
20
Bridgeway Capital Management
Texas
$4.79M +$185K +20,648 +4%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$4.75M +$383K +42,700 +9%
Franklin Resources
22
Franklin Resources
California
$3.47M -$440 -49 -0%
RAM
23
Readystate Asset Management
Illinois
$3.01M +$950K +105,865 +50%
AF
24
Aegis Financial
Virginia
$2.93M +$718 +80 +0%
KTA
25
Keeley-Teton Advisors
Illinois
$2.73M -$167K -18,563 -6%
1
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MERC Hedge Fund Activity: Q4 2023 in Review

119 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Mercer International (MERC) for Q4 2023, worth a combined $544M — up 9.2% from $498M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MERC positions and 14 closed out — a net gain of 3 holders — while 37 added to existing stakes and 44 trimmed.

The largest buyer was Boundary Creek Advisors, adding an estimated $12.3M. The largest seller was Gates Capital Management, cutting an estimated $21.5M.

  • 119 institutional investors held Mercer International (MERC) as of Q4 2023, up from 116 in Q3 2023.
  • Funds reported $544M of Mercer International stock for Q4 2023, up 9.2% quarter-over-quarter.
  • 17 funds opened new Mercer International positions in Q4 2023 and 14 closed out, a net change of +3 holders.
  • The largest Mercer International buyer in Q4 2023 was Boundary Creek Advisors, an estimated $12.3M added.
  • The largest Mercer International seller in Q4 2023 was Gates Capital Management, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2023.