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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
GG
326
Gofen & Glossberg
Illinois
$32.6M +$1.49M +18,588 +5%
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$32.5M +$970K +12,100 +3%
WI
328
Wafra Inc
New York
$32.2M
ST
329
Sabal Trust
Florida
$32.1M +$152K +1,893 +0.5%
BBHC
330
Brown Brothers Harriman & Co
New York
$32.1M +$4.26M +53,112 +15%
MHC
331
Meyer Handelman Company
New York
$31.9M -$480K -5,995 -1%
HNB
332
Huntington National Bank
Ohio
$31.4M -$876K -10,934 -3%
ERSOT
333
Employees Retirement System of Texas
Texas
$31.4M -$6.01M -75,030 -16%
MSA
334
Mason Street Advisors
Wisconsin
$30.7M -$203K -2,535 -0.7%
OAM
335
Oppenheimer Asset Management
New York
$30.5M -$639K -7,970 -2%
SAM
336
Shell Asset Management
Netherlands
$29.8M -$1.52M -19,021 -5%
WBC
337
Westpac Banking Corp
Australia
$29.8M -$1.73M -21,597 -6%
Rockefeller Capital Management
338
Rockefeller Capital Management
New York
$29.8M +$5.27M +65,728 +22%
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$29.4M
NC
340
Nicholas Company
Wisconsin
$29.2M
CTA
341
Carillon Tower Advisers
Florida
$29.1M -$4.64M -57,854 -14%
Connor, Clark & Lunn Investment Management (CC&L)
342
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$29.1M +$12.1M +151,305 +72%
Acadian Asset Management
343
Acadian Asset Management
Massachusetts
$29M +$14.6M +182,590 +102%
Cambridge Investment Research Advisors
344
Cambridge Investment Research Advisors
Iowa
$28.8M +$147K +1,835 +0.5%
AG
345
Advisor Group
Arizona
$28.5M +$1.11M +13,906 +4%
KFC
346
Klingenstein Fields & Co
New York
$28.5M -$457K -5,698 -2%
UCFA
347
United Capital Financial Advisors
Texas
$28.4M -$22.4M -279,319 -44%
NAM
348
Nissay Asset Management
Japan
$28.4M -$5.51M -68,761 -16%
MCM
349
McKinley Capital Management
Alaska
$28.4M +$8.62M +107,611 +44%
IMPI
350
Ilmarinen Mutual Pension Insurance
Finland
$28.2M +$28.1M +351,080 New

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.