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2,306 hedge funds and large institutions have $162B invested in Merck in 2019 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 955 increasing their positions, 938 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 76

2% more repeat investments, than reductions

Existing positions increased: 955 | Existing positions reduced: 938

0% more funds holding

Funds holding: 2,2992,306 (+7)

0% less capital invested

Capital invested by funds: $163B → $162B (-$655M)

0.68% less ownership

Funds ownership: 79.66%78.98% (-0.68%)

6% less funds holding in top 10

Funds holding in top 10: 199188 (-11)

16% less call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.73B

Holders
2,306
Holders Change
+7
Holders Change %
+0.3%
% of All Funds
50.56%
Holding in Top 10
188
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-5.53%
% of All Funds
4.12%
New
100
Increased
955
Reduced
938
Closed
76
Calls
$1.45B
Puts
$1.73B
Net Calls
-$285M
Net Calls Change
-$138M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
226
Mirae Asset Global Investments
South Korea
$59.8M -$3.04M -37,993 -5%
JIM
227
Jupiter Investment Management
United Kingdom
$59.3M -$39.5M -492,899 -40%
LPL Financial
228
LPL Financial
California
$59.2M +$1.19M +14,910 +2%
Dodge & Cox
229
Dodge & Cox
California
$59M -$1.12M -13,917 -2%
FIM
230
Foresters Investment Management
New York
$58.8M -$17M -212,015 -22%
MIM
231
MetLife Investment Management
New Jersey
$58.7M -$1.08M -13,519 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
232
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$58.6M -$3.52M -43,947 -6%
VRS
233
Virginia Retirement Systems
Virginia
$57.1M +$2.52M +31,440 +5%
ORIO
234
Old Republic International (ORI)
Illinois
$56.9M
NPA
235
Nichols & Pratt Advisers
Massachusetts
$56.5M -$388K -4,844 -0.7%
ZIG
236
Zurich Insurance Group
Switzerland
$56.1M +$2.07M +25,784 +4%
SOMRS
237
State of Michigan Retirement System
Michigan
$55.1M -$67.2K -839 -0.1%
AAP
238
Aristotle Atlantic Partners
Florida
$54.9M -$1.01M -12,576 -2%
Barrow, Hanley, Mewhinney & Strauss
239
Barrow, Hanley, Mewhinney & Strauss
Texas
$54M -$88.8M -1,108,222 -62%
CIP
240
Cornerstone Investment Partners
Georgia
$53.7M -$1.24M -15,418 -2%
RCM
241
Radnor Capital Management
Pennsylvania
$53.5M +$447K +5,579 +0.8%
EPFB
242
Employees Provident Fund Board
Malaysia
$53.3M -$4.71M -58,823 -8%
BTW
243
Boston Trust Walden
Massachusetts
$52.9M -$268K -3,346 -0.5%
Sanders Capital
244
Sanders Capital
Florida
$52.8M -$173M -2,162,011 -77%
QI
245
QS Investors
New York
$52.7M +$2.74M +34,149 +5%
TG
246
TCW Group
California
$52.5M -$32.5M -406,069 -38%
GIBU
247
Gulf International Bank (UK)
United Kingdom
$52.3M -$291K -3,629 -0.6%
STMM
248
South Texas Money Management
Texas
$52.2M -$2.13M -26,580 -4%
PI
249
PineBridge Investments
New York
$51.9M +$2.69M +33,546 +5%
GAM
250
Gotham Asset Management
New York
$51.8M +$1.16M +14,449 +2%

MRK Hedge Fund Activity: Q3 2019 in Review

2,306 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q3 2019, worth a combined $162B — down 0.4% from $163B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new MRK positions and 76 closed out — a net gain of 24 holders — while 955 added to existing stakes and 938 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $317M. The largest seller was Kahn Brothers Group, cutting an estimated $726M.

  • 2,306 institutional investors held Merck (MRK) as of Q3 2019, up from 2,299 in Q2 2019.
  • Funds reported $162B of Merck stock for Q3 2019, down 0.4% quarter-over-quarter.
  • 100 funds opened new Merck positions in Q3 2019 and 76 closed out, a net change of +24 holders.
  • The largest Merck buyer in Q3 2019 was Victory Capital Management, an estimated $317M added.
  • The largest Merck seller in Q3 2019 was Kahn Brothers Group, an estimated $726M sold.

Based on aggregated 13F filings for Q3 2019.