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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
CIBC Asset Management
401
CIBC Asset Management
Ontario, Canada
$21.8M -$118K -1,472 -0.5%
NLI
402
Nippon Life Insurance
Japan
$21.6M -$26.1M -325,299 -55%
NRS
403
Neville Rodie & Shaw
New York
$21.6M -$464K -5,790 -2%
SPIA
404
Steward Partners Investment Advisory
New York
$21.5M +$1.89M +23,583 +10%
Voloridge Investment Management
405
Voloridge Investment Management
Florida
$21.5M +$14.5M +180,348 +207%
VDI
406
Vaughan David Investments
Illinois
$21.3M +$378K +4,715 +2%
AC
407
Allstate Corporation
Illinois
$21.1M +$1.84K +23 +0%
HIMC
408
Heritage Investors Management Corp
Maryland
$21M -$53.2K -664 -0.3%
PG
409
Pendal Group
Australia
$20.9M -$11.2M -139,946 -35%
BSA
410
Braun Stacey Associates
New York
$20.5M +$218K +2,720 +1%
BC
411
Blackhill Capital
New Jersey
$20.5M -$134K -1,677 -0.7%
PWP
412
Private Wealth Partners
California
$20.4M +$103K +1,287 +0.5%
CM
413
Castleark Management
Illinois
$20.4M -$23.7M -295,268 -54%
BS
414
Banco Santander
Spain
$20.4M -$6.23M -77,793 -23%
TC
415
TownSquare Capital
Utah
$20.2M +$97.1K +1,212 +0.5%
MC
416
Martin Currie
United Kingdom
$20M +$1.53M +19,125 +8%
SMDAM
417
Sumitomo Mitsui DS Asset Management
Japan
$19.8M +$1.45M +18,146 +8%
BVDMP
418
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$19.7M
Capital Fund Management (CFM)
419
Capital Fund Management (CFM)
France
$19.7M -$52.9M -659,649 -73%
MSU
420
Mizuho Securities USA
New York
$18.5M +$18.4M +230,036 New
ANI
421
American National Insurance
Texas
$18.4M
MF
422
Magnetar Financial
Illinois
$18.4M +$18.4M +228,988 New
TB
423
Terril Brothers
Missouri
$18.4M -$526K -6,561 -3%
TU
424
TDAM USA
Ontario, Canada
$18.3M +$578K +7,213 +3%
MA
425
Montag & Associates
Georgia
$18.3M +$991K +12,367 +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.