UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE |
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| Report for the Calendar Year or Quarter Ended: | 03-31-2020 |
| Check here if Amendment: | ☐ Amendment Number: | |
| This Amendment (Check only one.): | ☐ is a restatement. ☐ adds new holdings entries. |
| Name: | Mercer Investments LLC | ||
| Address: | 99 High Street | ||
Boston, MA 02110 | |||
| Form 13F File Number: | |||
| Name: | Lisa Phelan |
| Title: | Chief Compliance Officer, Mercer Investments LLC |
| Phone: | 1 (917) 624-7712 |
/s/ Lisa Phelan [Signature] | New York,
NEW YORK
[City, State] | 05-13-2020 [Date] |
☐ 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
☐ 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
☒ 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
| Form 13F File Number | Name | CIK |
Acadian Asset Management LLC | ||
American Century Investment Management, Inc. | ||
Aristotle Capital Boston, LLC | ||
Arrowstreet Capital Limited Partnership | ||
Barrow Hanley Mewhinney & Strauss LLC | ||
Blackrock Inc | ||
BMO Asset Management Corp. | ||
Brandywine Global Investment Management, LLC | ||
Capstone Asset Management Co | ||
Clarivest Asset Management LLC | ||
Copper Rock Capital Partners, LLC | ||
Dimensional Fund Advisors LP | ||
Dodge & Cox | ||
Goldman Sachs Asset Management, L.P. | ||
GW&K Investment Management | ||
Income Research and Management, LLC | ||
Intech Investment Management LLC | ||
Jacobs Levy Equity Management, Inc. | ||
Jennison Associates LLC | ||
Legal & General Investment Management America Inc | ||
MetLife Investment Management, LLC | ||
Loomis Sayles & Co LP | ||
LSV Asset Management | ||
MacQuarie Investment Management Business Trust | ||
Manulife Asset Management (US) LLC | ||
Martingale Asset Management LP | ||
Massachusetts Financial Services Co. | ||
McKinley Capital Management LLC | ||
Mondrian Investment Partners LTD | ||
NISA Investment Advisors LLC | ||
Origin Asset Management LLP | ||
O'Shaughnessy Asset Management, LLC | ||
Pacific Investment Management Company LLC | ||
PanAgora Asset Management Inc | ||
Parametric Portfolio Associations, LLC | ||
Polen Capital Management LLC | ||
Prudential Investment Management, Inc. | ||
River Road Asset Management, LLC | ||
Rothschild Asset Management Inc. | ||
SouthernSun Asset Management, LLC | ||
Veritas Asset Management LLP | ||
Voya Investment Management, LLC | ||
Wellington Management Co LLP | ||
Western Asset Management Co. | ||
Westfield Capital Management Company, LP | ||
William Blair Investment Management, LLC | ||
| Number of Other Included Managers: | 0 |
| Form 13F Information table Entry Total: | 2 |
| Form 13F Information table Value Total: | 5121 (thousands) |
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | 921908844 | 901 | 8,718 | SH | SOLE | 8,718 | 0 | 0 | ||
| VANGUARD S&P 500 ETF | ETF | 922908363 | 4,220 | 17,821 | SH | SOLE | 17,821 | 0 | 0 | ||