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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
CAM
251
ClariVest Asset Management
California
$51.5M -$2.41M -30,014 -4%
KCM
252
Kornitzer Capital Management
Kansas
$51.4M -$1.45M -18,141 -3%
Mitsubishi UFJ Asset Management
253
Mitsubishi UFJ Asset Management
Japan
$51.2M -$322K -4,012 -0.6%
DnB Asset Management
254
DnB Asset Management
Norway
$49M -$6.88M -85,907 -12%
BFS
255
Bradley Foster & Sargent
Connecticut
$48.8M -$672K -8,380 -1%
MCIM
256
Meadow Creek Investment Management
Georgia
$48.5M -$716K -8,938 -1%
PFC
257
Poplar Forest Capital
California
$48.2M -$873K -10,897 -2%
GF
258
Gabelli Funds
New York
$48M -$2.29M -28,610 -5%
VanEck Associates
259
VanEck Associates
New York
$47.7M +$33.6M +419,779 +242%
PGFC
260
Peapack-Gladstone Financial Corp
New Jersey
$47.7M -$266K -3,313 -0.6%
OPERF
261
Oregon Public Employees Retirement Fund
Oregon
$47.5M -$2.7M -33,697 -5%
ProShare Advisors
262
ProShare Advisors
Maryland
$46.9M +$3.89M +48,500 +9%
XK
263
Xact Kapitalforvaltning
Sweden
$46.7M +$3.05M +38,055 +7%
William Blair & Company
264
William Blair & Company
Illinois
$46.4M +$2.35M +29,316 +5%
TRSOTSOK
265
Teachers Retirement System of the State of Kentucky
Kentucky
$46.2M +$1.14M +14,253 +3%
GVI
266
Green Valley Investors
Delaware
$46.1M
WFMPM
267
Woodley Farra Manion Portfolio Management
Indiana
$45.6M -$1.09M -13,573 -2%
PWLP
268
Prio Wealth Limited Partnership
Massachusetts
$45.6M -$129K -1,604 -0.3%
WorldQuant Millennium Advisors
269
WorldQuant Millennium Advisors
New York
$45.6M -$808K -10,076 -2%
CI
270
Conning Inc
Connecticut
$45.3M -$2.71M -33,778 -6%
ASC
271
Atalanta Sosnoff Capital
New York
$45.3M +$16.2M +202,070 +56%
HTC
272
Haverford Trust Company
Pennsylvania
$45.2M +$676K +8,431 +2%
CBT
273
Capital Bank & Trust
California
$44.8M -$5.28M -65,853 -11%
OI
274
Oakbrook Investments
Illinois
$44.3M -$1.12M -13,925 -2%
PR
275
Payden & Rygel
California
$43.5M +$1.29M +16,118 +3%

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.