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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
RCM
351
Riverhead Capital Management
Delaware
$28.1M -$3.52M -43,891 -11%
LTFS
352
Ladenburg Thalmann Financial Services
Florida
$28M +$1.29M +16,101 +5%
CIP
353
Chartwell Investment Partners
Pennsylvania
$27.9M -$2.19M -27,345 -7%
BC
354
Bruce & Co
Illinois
$27.5M +$336K +4,192 +1%
WIC
355
Willis Investment Counsel
Georgia
$27.5M -$2.4K -30 -0%
FRM
356
Foundation Resource Management
Arkansas
$27.4M -$422K -5,267 -2%
TAF
357
Tredje AP-fonden
Sweden
$27.3M +$228K +2,842 +0.8%
CIBC World Market
358
CIBC World Market
Ontario, Canada
$26.7M +$1.36M +16,915 +5%
RA
359
Rovida Advisors
Florida
$26.7M
GD
360
Grandfield & Dodd
New York
$26.4M -$56.2K -701 -0.2%
WT
361
Whittier Trust
California
$26.1M +$1.34M +16,780 +5%
PNC
362
Park National Corp
Ohio
$25.9M -$1.09M -13,549 -4%
WPC
363
Waters Parkerson & Co
Louisiana
$25.9M -$458K -5,711 -2%
HPC
364
HM Payson & Co
Maine
$25.9M +$975K +12,161 +4%
HIMCH
365
Hartford Investment Management Co (HIMCO)
Connecticut
$25.8M -$3.69M -46,014 -13%
DIA
366
Dana Investment Advisors
Wisconsin
$25.8M +$826K +10,308 +3%
SDIC
367
South Dakota Investment Council
South Dakota
$25.7M -$523K -6,529 -2%
PAG
368
Private Advisor Group
New Jersey
$25.5M +$6.83M +85,167 +37%
EB
369
Eastern Bank
Massachusetts
$25.3M +$409K +5,107 +2%
CPSAC
370
Chas P. Smith & Associates (CPS)
Florida
$25.1M -$728K -9,089 -3%
AHB
371
Abner Herrman & Brock
New Jersey
$25M -$1.19M -14,867 -5%
OC
372
Oppenheimer & Co
New York
$24.9M +$132K +1,650 +0.5%
MIH
373
Madison Investment Holdings
Wisconsin
$24.7M +$1.21M +15,109 +5%
ISL
374
Ingalls & Snyder LLC
New York
$24.5M -$991K -12,360 -4%
ELI
375
Empire Life Investments
Ontario, Canada
$24.2M +$1.45M +18,075 +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.