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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
ASRS
276
Arizona State Retirement System
Arizona
$43.4M -$1.01M -12,557 -2%
CA
277
Commerzbank Aktiengesellschaft
Germany
$43.4M +$6.54M +81,597 +18%
EDRH
278
Edmond de Rothschild Holding
Switzerland
$43.2M -$5.76M -71,857 -12%
GC
279
Guggenheim Capital
Illinois
$43.1M -$3.62M -45,115 -8%
SW
280
SVB Wealth
Massachusetts
$43.1M -$792K -9,885 -2%
HCMT
281
Highland Capital Management (Tennessee)
Tennessee
$42.8M +$3.45M +43,100 +9%
BCM
282
Becker Capital Management
Oregon
$42.6M -$1.62M -20,267 -4%
CWP
283
Capital Wealth Planning
Florida
$42.6M -$15.9M -197,978 -27%
SOADOR
284
State of Alaska Department of Revenue
Alaska
$42.3M +$8.2M +102,356 +24%
MLICM
285
Metropolitan Life Insurance Company (MetLife)
New York
$42.3M +$9.34M +116,527 +28%
FAF
286
Första AP-fonden
Sweden
$41.8M +$4.21M +52,505 +11%
CLOS
287
Compagnie Lombard Odier SCmA
Switzerland
$41.5M +$7.58M +94,606 +22%
NB
288
Norinchukin Bank
Japan
$41.4M +$626K +7,817 +2%
URS
289
Utah Retirement Systems
Utah
$41.2M +$75.6K +943 +0.2%
CT
290
Cambridge Trust
Massachusetts
$41.1M -$271K -3,387 -0.7%
TPSF
291
Texas Permanent School Fund
Texas
$40.2M -$1.62M -20,160 -4%
FWIA
292
Fort Washington Investment Advisors
Ohio
$39.9M -$3.48M -43,409 -8%
TAM
293
Trillium Asset Management
Massachusetts
$39.7M +$509K +6,353 +1%
DLA
294
Douglas Lane & Associates
New York
$39.7M -$363K -4,532 -0.9%
BCIM
295
Black Creek Investment Management
Ontario, Canada
$39.7M -$1.71M -21,379 -4%
SFM
296
Sphera Funds Management
Israel
$39.6M +$1.51M +18,864 +4%
FTIOP
297
Fiduciary Trust International of Pennsylvania
Pennsylvania
$39.1M -$5.37K -67 -0%
DADC
298
D.A. Davidson & Co
Montana
$38.9M -$3.62M -45,225 -9%
GKIM
299
GW&K Investment Management
Massachusetts
$38.7M -$2.74M -34,198 -7%
AIM
300
Artemis Investment Management
United Kingdom
$38.6M +$3.24M +40,456 +9%

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.