Mercer Investments LLC 

MA

  SEC # 1409728

        

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81  SEC Filings   from  8/14/07  to  2/12/24  (2 Months Ago)

List All Filings	or	Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent
Most-Recent Filing:		‘13F-HR’ — Quarterly Holdings and Combination Report by a Money Manager — Form 13F — for 12/31/23 — Filed as:  Filer / Offerer
New-Filing E-Mail:			Send me notifications of all Filings involving  Mercer Investments LLC

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Forms , Documents & Exhibits  in  79 Filings  Filed as:  Filer / Offerer  or  Owner / Insider

        

Latest Filing			Type		Category	Description		Documents
2/12/24			13F-HR		Ownership:		Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management	45
2/8/24			SC 13G		Ownership:		Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G	10
11/13/14	OLD		13F-NT		Ownership:		Quarterly Holdings Notices by Money Managers — Form 13F  OLD  — Assets Under Management	24
					Form-Specific Documents:
2/12/24			INFO-TABLE		Portfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management			40

History as a Money Manager:  Assets Under Management  ·  Related Money Managers

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager Manager with whom Investment Discretion is Shared
2/12/24			12/31/23		170	of	1,287		$402,858		MA	Martingale Asset Management LP
2/9/24			12/31/23		67	of	1,858		$86,768		CT	O'Shaughnessy Asset Management, LLC
2/13/18			12/31/17		NA	of	306		NA			Ninety One UK Ltd. [ formerly Investec Asset Management Ltd. ]
5/12/17			3/31/17		62	of	217		$13,539		MN	Winslow Capital Management, LLC
5/13/16			3/31/16		NA	of	85		NA			Lingohr Asset Management GmbH [ formerly Lingohr & Partner Asset Management GmbH ]
11/5/13			9/30/13		2	of	24		$10		PA	Echo Point Investment Management, LLC
8/7/13			6/30/13		3	of	142		$74		NY	Mackay Shields LLC

No Forms  nor  Documents  Filed re:  Issuer / Subject Company

        

        

Filings History

Year		# of Filings
2024		2
2023		5
2022		5
2021		5
2020		5
2019		5
2018		5
2017		6
2016		5
2015		5
2014		4
2013		4
2012		5
2011		4
2010		6
2009		4
2008		4
2007		2