Mercer Ownership | Who Owns Mercer?
Mercer Ownership Summary
Mercer is owned by 79.57% institutional investors, 37.92% insiders. Empowered funds is the largest institutional shareholder, holding 0.39% of MERC shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 0.95% of its assets in Mercer shares.
MERC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Mercer | 79.57% | 37.92% | -17.49% |
| Sector | Basic Materials Stocks | 53.61% | 10.31% | 36.08% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Empowered funds | 260.11K | 0.39% | $1.69M |
| Merrion investment management | 150.00K | 0.22% | $975.00K |
| Assenagon asset management | 99.78K | 0.15% | $648.54K |
| Wealth enhancement advisory services | 68.55K | 0.10% | $464.08K |
| Entropy technologies, lp | 17.27K | 0.03% | $112.25K |
| Saxony capital management | 11.50K | 0.02% | $74.75K |
| Rhumbline advisers | 1.99K | 0.00% | $12.91K |
| Catalyst capital advisors | 1.87K | 0.00% | $12.15K |
| Armstrong advisory group | 1.84K | 0.00% | $11.94K |
| Cwm | 918.00 | 0.00% | $6.00K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Merrion investment management | 150.00K | 0.68% | $975.00K |
| Saxony capital management | 11.50K | 0.07% | $74.75K |
| Empowered funds | 260.11K | 0.02% | $1.69M |
| Entropy technologies, lp | 17.27K | 0.01% | $112.25K |
| Olistico wealth | 755.00 | 0.00% | $4.91K |
| Assenagon asset management | 99.78K | 0.00% | $648.54K |
| Armstrong advisory group | 1.84K | 0.00% | $11.94K |
| Wealth enhancement advisory services | 68.55K | 0.00% | $464.08K |
| Catalyst capital advisors | 1.87K | 0.00% | $12.15K |
| Gamma investing | 128.00 | 0.00% | $832.00 |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Assenagon asset management | 99.78K | 0.00% | 99.78K |
| Entropy technologies, lp | 17.27K | 0.01% | 6.20K |
| Catalyst capital advisors | 1.87K | 0.00% | 1.87K |
| Cwm | 918.00 | - | 770.00 |
| Ifp advisors | 17.00 | - | 17.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Y-intercept (hong kong) | - | - | -123.92K |
| Oppenheimer | - | - | -47.58K |
| Empowered funds | 260.11K | 0.02% | -21.31K |
| Quent capital | - | - | -20.50K |
| Us bancorp \de\ | 78.00 | - | -14.32K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Assenagon asset management | 99.78K | 0.00% | 99.78K | $648.54K |
| Catalyst capital advisors | 1.87K | 0.00% | 1.87K | $12.15K |
| Ifp advisors | 17.00 | - | 17.00 | $110.00 |
Sold Out
| Holder | Change |
|---|---|
| Farmers & merchants investments | -34.00 |
| Quent capital | -20.50K |
| Oppenheimer | -47.58K |
| Y-intercept (hong kong) | -123.92K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 139 | -4.79% | 53,163,501 | -2.30% | 79 | 1.20% | 74 | - | 43 | -12.24% |
| Jun 30, 2024 | 146 | 13.18% | 54,414,282 | -2.11% | 81 | 1.17% | 74 | 51.02% | 49 | 6.52% |
| Mar 31, 2024 | 129 | -3.01% | 55,589,852 | -2.59% | 83 | 1.13% | 49 | -14.04% | 46 | 2.22% |
| Dec 31, 2023 | 133 | 7.26% | 57,067,003 | -1.73% | 85 | 1.12% | 57 | -13.64% | 45 | 28.57% |
| Sep 30, 2023 | 124 | -5.34% | 58,070,494 | 4.03% | 87 | 1.24% | 66 | 13.79% | 35 | -31.37% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Institutional Extnd Mkt Idx Tr | 632.80K | 0.95% | -91.52K |
| DFA US Targeted Value I | 555.46K | 0.83% | -12.28K |
| Keeley Small Cap Dividend Value I | 529.86K | 0.79% | - |
| Avantis US Small Cap Value ETF | 524.23K | 0.78% | 2.69K |
| DFA US Small Cap I | 492.12K | 0.74% | -4.59K |
| DFA US Small Cap Value I | 460.00K | 0.69% | - |
| Dimensional US Targeted Value ETF | 412.92K | 0.62% | 189.00 |
| Pictet-Global Megatrend Sel I USD | 326.13K | 0.49% | -2.04K |
| DFA US Micro Cap I | 286.73K | 0.43% | - |
| Aegis Value I | 264.45K | 0.40% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 20, 2024 | Heine Eric Xavier | Vice President | Sell | $19.75K |
| Nov 20, 2024 | Heine Eric Xavier | Vice President | Sell | $147.86K |
| Sep 16, 2024 | BUENO ESTRADA JUAN CARLOS | CEO & President | Buy | $52.26K |
| Sep 13, 2024 | BUENO ESTRADA JUAN CARLOS | CEO & President | Buy | $51.48K |
| Sep 11, 2024 | Rettig Rainer | - | Buy | $24.40K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 2 |
| 2024 Q3 | 7 | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q2 | - | - |
MERC Ownership FAQ
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