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Mercer International

140 hedge funds and large institutions have $464M invested in Mercer International in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,055% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $1.58M

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more capital invested

Capital invested by funds: $395M → $464M (+$69M)

14% more funds holding

Funds holding: 123140 (+17)

2.22% less ownership

Funds ownership: 83.56%81.33% (-2.2%)

10% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 49

Holders
140
Holders Change
+17
Holders Change %
+13.82%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
27
Increased
44
Reduced
49
Closed
8
Calls
$18.3M
Puts
$1.58M
Net Calls
+$16.7M
Net Calls Change
+$8.93M
Name Holding Trade Value Shares
Change
Change in
Stake
IR
1
IAT Reinsurance
New York
$141M
BlackRock
2
BlackRock
New York
$40.3M -$506K -52,452 -1%
BCA
3
Boundary Creek Advisors
New York
$36.6M -$2.57M -266,279 -6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$33.8M +$315K +32,657 +0.8%
CAC
5
Cowen and Company
New York
$28.2M
AF
6
Atlas FRM
Connecticut
$26.9M
RCM
7
Redwood Capital Management
New York
$14.6M -$1.82M -188,434 -10%
Vanguard Group
8
Vanguard Group
Pennsylvania
$12.3M -$111K -11,469 -0.8%
Wells Fargo
9
Wells Fargo
California
$10.9M +$154K +15,972 +1%
State Street
10
State Street
Massachusetts
$8.1M -$733K -76,088 -7%
Charles Schwab
11
Charles Schwab
California
$7.51M -$1.23M -127,833 -13%
Pictet Asset Management
12
Pictet Asset Management
Switzerland
$6.61M -$250K -25,968 -3%
Invesco
13
Invesco
Georgia
$6.27M +$332K +34,475 +5%
Citadel Advisors
14
Citadel Advisors
Florida
$6.25M +$3.66M +380,204 +108%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$5.66M -$104K -10,750 -2%
OC
16
Oppenheimer & Co
New York
$5M -$1.39M -143,940 -20%
American Century Companies
17
American Century Companies
Missouri
$4.95M -$929K -96,390 -14%
BCM
18
Bridgeway Capital Management
Texas
$4.64M +$186K +19,260 +4%
RAM
19
Readystate Asset Management
Illinois
$4.57M +$1.54M +159,982 +43%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$4.41M +$65.6K +6,805 +1%
KTA
21
Keeley-Teton Advisors
Illinois
$4.04M +$1.84M +191,292 +68%
Morgan Stanley
22
Morgan Stanley
New York
$3.27M +$512K +53,112 +16%
AF
23
Aegis Financial
Virginia
$2.64M
EF
24
Empowered Funds
Pennsylvania
$2.28M +$186K +19,260 +8%
GCM
25
Gates Capital Management
New York
$1.98M -$13.6M -1,415,927 -86%

MERC Hedge Fund Activity: Q2 2024 in Review

140 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Mercer International (MERC) for Q2 2024, worth a combined $464M — up 17% from $395M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MERC positions and 8 closed out — a net gain of 19 holders — while 44 added to existing stakes and 49 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $3.66M. The largest seller was Gates Capital Management, cutting an estimated $13.6M.

  • 140 institutional investors held Mercer International (MERC) as of Q2 2024, up from 123 in Q1 2024.
  • Funds reported $464M of Mercer International stock for Q2 2024, up 17% quarter-over-quarter.
  • 27 funds opened new Mercer International positions in Q2 2024 and 8 closed out, a net change of +19 holders.
  • The largest Mercer International buyer in Q2 2024 was Citadel Advisors, an estimated $3.66M added.
  • The largest Mercer International seller in Q2 2024 was Gates Capital Management, an estimated $13.6M sold.

Based on aggregated 13F filings for Q2 2024.