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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
FT
301
Fiduciary Trust
Massachusetts
$38.6M +$1.01M +12,579 +3%
CFB
302
Cullen/Frost Bankers
Texas
$38.6M +$11M +136,748 +40%
SGAM
303
Smith Group Asset Management
Texas
$38.1M -$1.92M -23,946 -5%
WF
304
Welch & Forbes
Massachusetts
$38M -$226K -2,821 -0.6%
PIA
305
Piedmont Investment Advisors
North Carolina
$36.6M +$7.11M +88,672 +24%
SAM
306
Silvercrest Asset Management
New York
$36.5M -$38.1K -475 -0.1%
PA
307
Pinnacle Associates
New York
$36.3M -$9.45M -117,942 -21%
USAA
308
United Services Automobile Association
Texas
$36.3M -$190M -2,373,984 -84%
AB
309
Amalgamated Bank
New York
$35.8M +$6.83M +85,177 +24%
BAMF
310
BI Asset Management Fondsmaeglerselskab
Denmark
$35.5M +$1.72M +21,484 +5%
ZIC
311
ZWJ Investment Counsel
Georgia
$35.3M +$839K +10,473 +2%
FCI
312
Financial Counselors Inc
Kansas
$35.3M -$951K -11,865 -3%
MA
313
MUFG Americas
New York
$35M -$592K -7,392 -2%
MOACM
314
Mutual of America Capital Management
New York
$34.7M +$103K +1,290 +0.3%
AIM
315
Achmea Investment Management
Netherlands
$34.7M -$1.22M -15,256 -3%
ADEF
316
Adams Diversified Equity Fund
Maryland
$34.4M
DILIC
317
Dai-ichi Life Insurance Company
Japan
$34M -$6.84M -85,306 -17%
BGC
318
Beutel, Goodman & Co
Ontario, Canada
$33.9M -$1.77M -22,085 -4%
WB
319
WesBanco Bank
West Virginia
$33.4M -$155K -1,931 -0.5%
AIM
320
Alphinity Investment Management
Australia
$33.3M +$11.4M +142,263 +52%
TF
321
TIAA FSB
Florida
$33.2M +$762K +9,504 +2%
Creative Planning
322
Creative Planning
Kansas
$33M +$4.17K +52 +0%
CWM
323
Circle Wealth Management
New Jersey
$32.8M +$222K +2,770 +0.7%
SF
324
Synovus Financial
Georgia
$32.7M +$999K +12,471 +3%
SCI
325
S&CO Inc
Massachusetts
$32.6M +$195K +2,439 +0.6%

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.