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2,537 hedge funds and large institutions have $175B invested in Merck in 2019 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 1,006 increasing their positions, 930 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

394% more first-time investments, than exits

New positions opened: 331 | Existing positions closed: 67

11% more funds holding in top 10

Funds holding in top 10: 188208 (+20)

10% more funds holding

Funds holding: 2,3062,537 (+231)

8% more capital invested

Capital invested by funds: $162B → $175B (+$13.2B)

8% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 930

0.31% more ownership

Funds ownership: 78.98%79.29% (+0.31%)

18% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $1.98B

Holders
2,537
Holders Change
+231
Holders Change %
+10.02%
% of All Funds
49.98%
Holding in Top 10
208
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+10.64%
% of All Funds
4.1%
New
331
Increased
1,006
Reduced
930
Closed
67
Calls
$1.62B
Puts
$1.98B
Net Calls
-$358M
Net Calls Change
-$73.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
2476
Islay Capital Management
Texas
$73K +$68.8K +838 New
Pacer Advisors
2477
Pacer Advisors
Pennsylvania
$69K -$23.8M -289,291 -100%
CCM
2478
Copeland Capital Management
Pennsylvania
$67K -$7.31K -89 -10%
PC
2479
Permanens Capital
New York
$66K +$62.8K +765 New
LWM
2480
Lenox Wealth Management
Ohio
$63K -$8.62K -105 -13%
DI
2481
Disciplined Investments
Oklahoma
$63K +$60K +730 New
EMFAT
2482
Emerald Mutual Fund Advisers Trust
Pennsylvania
$60K +$56.8K +691 New
MWA
2483
Moser Wealth Advisors
Washington
$59K +$55.9K +681 New
DOA
2484
D'Orazio & Associates
Virginia
$55K
MFT
2485
Moisand Fitzgerald Tamayo
Florida
$51K
FWC
2486
First Washington Corp
Washington
$50K
MIP
2487
Mondrian Investment Partners
United Kingdom
$48K
NIM
2488
NuWave Investment Management
New Jersey
$46K -$303K -3,689 -87%
AP
2489
Atwood & Palmer
Missouri
$45K
DWA
2490
Dougherty Wealth Advisers
Minnesota
$45K
VCS
2491
Vaughan & Co Securities
New Jersey
$44.4K +$42K +511 New
LAS
2492
Lloyd Advisory Services
Georgia
$42K +$39.4K +480 New
HWM
2493
Holloway Wealth Management
Florida
$40K
JPLA
2494
Joseph P. Lucia & Associates
New York
$39K +$8.54K +104 +30%
CPA
2495
Cowen Prime Advisors
New York
$36K
NCM
2496
New Capital Management
Texas
$35K
PP
2497
Pacifica Partners
Canada
$35K +$33.5K +408 New
AS
2498
Altshuler Shaham
Israel
$32K +$2.3K +28 +8%
CDIA
2499
Capital Directions Investment Advisors
Georgia
$31K
BC
2500
Barnett & Company
Tennessee
$28K -$96.1K -1,170 -78%

MRK Hedge Fund Activity: Q4 2019 in Review

2,537 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q4 2019, worth a combined $175B — up 8.1% from $162B a quarter earlier.

Buyers outnumbered sellers: 331 funds opened new MRK positions and 67 closed out — a net gain of 264 holders — while 1,006 added to existing stakes and 930 trimmed.

The largest buyer was BlackRock, adding an estimated $403M. The largest seller was Capital World Investors, cutting an estimated $1.61B.

  • 2,537 institutional investors held Merck (MRK) as of Q4 2019, up from 2,306 in Q3 2019.
  • Funds reported $175B of Merck stock for Q4 2019, up 8.1% quarter-over-quarter.
  • 331 funds opened new Merck positions in Q4 2019 and 67 closed out, a net change of +264 holders.
  • The largest Merck buyer in Q4 2019 was BlackRock, an estimated $403M added.
  • The largest Merck seller in Q4 2019 was Capital World Investors, an estimated $1.61B sold.

Based on aggregated 13F filings for Q4 2019.